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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 4 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QUAL ISHARES TR 70,699.0 $15.5M 0.30% +1K +1.9% $219.43 +1.7%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 16,139.0 $15.1M 0.29% +119.0 +0.7% $935.49 +2.3%
63 MA MASTERCARD INCORPORATED Financial Services 28,684.0 $14.7M 0.28% $513.60 +11.7%
64 DELL DELL TECHNOLOGIES INC Technology 33,048.0 $14.3M 0.27% +4K +11.9% $431.47 +1.4%
65 VB VANGUARD INDEX FDS 46,461.0 $14.1M 0.27% +2K +5.4% $303.12 +0.9%
66 RBLX ROBLOX CORP Technology 251,180.0 $13.7M 0.26% -21K -7.7% $54.38 -29.1%
67 INTC INTEL CORP Technology 96,674.0 $13.5M 0.26% +35K +55.9% $139.63 -34.2%
68 VOOG VANGUARD ADMIRAL FDS INC 160,980.0 $13.3M 0.26% +134K +494.5% $82.62 +1.2%
69 BE BLOOM ENERGY CORP Industrials 43,805.0 $13.3M 0.25% +37K +550.1% $302.70 -31.7%
70 ASML ASML HLDG NV Technology 6,529.0 $13.0M 0.25% +347.0 +5.6% $1989.50 -12.4%
71 SKYH SKY HARBOUR GROUP CORPORATIO Industrials 1,319,661.0 $13.0M 0.25% -34K -2.5% $9.84 +5.3%
72 NFLX NETFLIX INC. Communication Services 180,275.0 $12.9M 0.25% -14K -7.1% $71.40 +12.4%
73 HD HOME DEPOT INC Consumer Cyclical 36,365.0 $12.8M 0.25% -3K -7.3% $352.68 -4.7%
74 SNDK SANDISK CORP Technology 5,628.0 $12.8M 0.24% +443.0 +8.5% $2273.87 -31.0%
75 ORCL ORACLE CORP Technology 86,502.0 $12.7M 0.24% +1K +1.3% $146.55 -1.9%
76 CVX CHEVRON CORPORATION Energy 75,075.0 $12.4M 0.24% -924.0 -1.2% $165.77 +24.1%
77 BAC BANK OF AMER CORP Financial Services 213,426.0 $12.2M 0.23% +8K +4.1% $56.98 +10.7%
78 ACN ACCENTURE PLC IRELAND Technology 96,550.0 $12.0M 0.23% +10K +11.2% $124.44 +46.4%
79 MS MORGAN STANLEY Financial Services 57,352.0 $12.0M 0.23% -912.0 -1.6% $209.04 +2.5%
80 ANET ARISTA NETWORKS INC Technology 70,040.0 $11.9M 0.23% +454.0 +0.7% $169.88 +9.8%
Page 4 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 34.2%
Financial Services 14.2%
Healthcare 11.7%
Industrials 8.3%
Consumer Cyclical 8.0%
Communication Services 7.6%
Energy 3.7%
Basic Materials 3.6%
Consumer Defensive 3.3%
Real Estate 3.1%