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Portfolio (Quarterly) Guide ↗

Caprock Group, LLC

· CIK 0001610769
13F Portfolio $5.2B AUM 1,234 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 236 New 459 Added 418 Reduced 111 Exited
Page 23 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 UNM UNUM GROUP Financial Services 19,696.0 $1.8M 0.03% +5K +30.9% $89.40 -1.8%
442 LEN LENNAR CORP Consumer Cyclical 19,456.0 $1.8M 0.03% +12K +179.5% $90.49 -3.8%
443 FOXA FOX CORP Communication Services 33,522.0 $1.7M 0.03% -11K -24.3% $52.16 +31.4%
444 ES EVERSOURCE ENERGY Utilities 24,030.0 $1.7M 0.03% -1K -5.0% $72.27 -2.9%
445 OZK BANK OZK LITTLE ROCK ARK Financial Services 33,245.0 $1.7M 0.03% -525.0 -1.6% $52.09 -5.1%
446 AGCO AGCO CORP Industrials 14,369.0 $1.7M 0.03% NEW $119.70 -10.8%
447 HST HOST HOTELS & RESORTS INC Real Estate 69,059.0 $1.7M 0.03% +27K +63.1% $24.69 -6.0%
448 NSC NORFOLK SOUTHN CORP Industrials 5,418.0 $1.7M 0.03% -943.0 -14.8% $314.59 +11.5%
449 TDG TRANSDIGM GROUP INC Industrials 1,278.0 $1.7M 0.03% -556.0 -30.3% $1332.04 -9.9%
450 USMV ISHARES TR 17,581.0 $1.7M 0.03% -382.0 -2.1% $96.46 +4.9%
451 LECO LINCOLN ELEC HLDGS INC Industrials 6,355.0 $1.7M 0.03% -1K -14.1% $266.47 +5.8%
452 FIRST HAWAIIAN INC 57,425.0 $1.7M 0.03% +4K +7.8% $29.30
453 HMC HONDA MOTOR CO LTD Consumer Cyclical 61,936.0 $1.7M 0.03% NEW $27.11 +23.1%
454 PNW PINNACLE WEST CAP CORP Utilities 15,650.0 $1.7M 0.03% +1K +9.9% $107.00 -9.0%
455 BN BROOKFIELD CORP Financial Services 39,287.0 $1.7M 0.03% +429.0 +1.1% $42.59 -2.1%
456 MDLZ MONDELEZ INTL INC Consumer Defensive 28,577.0 $1.7M 0.03% +16K +129.3% $58.53 +10.1%
457 TEL TE CONNECTIVITY PLC Technology 8,255.0 $1.7M 0.03% -2K -22.7% $201.63 +0.9%
458 COWZ PACER FDS TR 26,695.0 $1.7M 0.03% +20K +307.6% $62.20 +15.8%
459 RBRK RUBRIK INC. Technology 20,666.0 $1.7M 0.03% -1K -5.5% $80.28 +24.7%
460 AON AON PLC Financial Services 4,989.0 $1.7M 0.03% -52.0 -1.0% $331.70 +7.1%
Page 23 of 62  ·  1,234 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.9%
Financial Services 14.5%
Healthcare 12.0%
Industrials 8.5%
Consumer Cyclical 8.2%
Communication Services 5.6%
Basic Materials 3.7%
Energy 3.7%
Consumer Defensive 3.3%
Real Estate 3.2%