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Portfolio (Quarterly) Guide ↗

Caprock Group, LLC

· CIK 0001610769
13F Portfolio $4.7B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1191 New
Page 4 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUG VANGUARD INDEX FDS 25,465.0 $12.4M 0.26% NEW $487.86 -82.5%
62 SKYH SKY HARBOUR GROUP CORPORATIO Industrials 1,384,106.0 $12.4M 0.26% NEW $8.97 +16.2%
63 APP APPLOVIN CORP Technology 18,203.0 $12.3M 0.26% NEW $673.82 -37.0%
64 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,277.0 $12.2M 0.26% NEW $214.28 -15.2%
65 VOOG VANGUARD ADMIRAL FDS INC 26,989.0 $12.0M 0.25% NEW $444.60 -81.8%
66 VB VANGUARD INDEX FDS 44,718.0 $11.5M 0.24% NEW $257.95 +14.8%
67 VTV VANGUARD INDEX FDS 60,368.0 $11.5M 0.24% NEW $190.99 +14.1%
68 PDEC INNOVATOR ETFS TRUST 259,763.0 $11.3M 0.24% NEW $43.38 +6.0%
69 BAC BANK AMERICA CORP Financial Services 198,212.0 $10.9M 0.23% NEW $55.00 +11.4%
70 MU MICRON TECHNOLOGY INC Technology 37,807.0 $10.8M 0.23% NEW $285.53 +197.3%
71 CVX CHEVRON CORP NEW Energy 70,700.0 $10.8M 0.23% NEW $152.41 +22.9%
72 CAT CATERPILLAR INC Industrials 18,589.0 $10.6M 0.23% NEW $572.90 +53.7%
73 PG PROCTER AND GAMBLE CO Consumer Defensive 73,868.0 $10.6M 0.22% NEW $143.31 +4.6%
74 WFC WELLS FARGO CO NEW Financial Services 113,034.0 $10.5M 0.22% NEW $93.20 -6.1%
75 CTAS CINTAS CORP Industrials 55,562.0 $10.4M 0.22% NEW $188.07 +8.7%
76 LRCX LAM RESEARCH CORP Technology 60,934.0 $10.4M 0.22% NEW $171.43 +82.8%
77 MS MORGAN STANLEY Financial Services 58,225.0 $10.3M 0.22% NEW $177.53 +21.4%
78 OKLO OKLO INC Utilities 133,267.0 $9.6M 0.20% NEW $71.76 -42.7%
79 GILD GILEAD SCIENCES INC Healthcare 76,931.0 $9.4M 0.20% NEW $122.74 +9.4%
80 ANET ARISTA NETWORKS INC Technology 69,611.0 $9.1M 0.19% NEW $131.03 +28.7%
Page 4 of 60  ·  1,191 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 31.9%
Financial Services 15.5%
Healthcare 10.8%
Consumer Cyclical 9.4%
Communication Services 9.1%
Industrials 7.7%
Basic Materials 3.8%
Consumer Defensive 3.4%
Energy 3.4%
Real Estate 3.0%