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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 42 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 W WAYFAIR INC Consumer Cyclical 5,981.0 $553K 0.01% NEW $92.42 +9.8%
822 TTMI TTM TECHNOLOGIES INC Technology 2,946.0 $551K 0.01% +723.0 +32.5% $187.02 -40.9%
823 R RYDER SYS INC Industrials 2,067.0 $545K 0.01% +288.0 +16.2% $263.78 -5.3%
824 PKG PACKAGING CORP AMER Consumer Cyclical 2,255.0 $544K 0.01% +450.0 +24.9% $241.22 +4.8%
825 MRNA MODERNA INC Healthcare 7,765.0 $544K 0.01% -1K -13.2% $70.03 +107.2%
826 CPA COPA HOLDINGS SA Industrials 3,489.0 $543K 0.01% +519.0 +17.5% $155.58 -16.5%
827 PKX POSCO HOLDINGS INC Basic Materials 10,532.0 $541K 0.01% +1K +15.0% $51.38 +11.6%
828 FRDM EA SERIES TRUST 7,342.0 $538K 0.01% $73.23 -6.2%
829 GBCI GLACIER BANCORP INC NEW Financial Services 10,390.0 $536K 0.01% +549.0 +5.6% $51.58 -8.4%
830 ITRN ITURAN LOCATION AND CONTROL Technology 8,673.0 $533K 0.01% +602.0 +7.5% $61.51 -17.3%
831 CVE CENOVUS ENERGY INC Energy 21,483.0 $533K 0.01% -1K -5.6% $24.81 +32.7%
832 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 10,295.0 $531K 0.01% +128.0 +1.3% $51.60 +8.9%
833 ARKK ARK ETF TR 6,565.0 $531K 0.01% $80.83 +6.7%
834 COKE COCA COLA CONS INC Consumer Defensive 2,777.0 $530K 0.01% +197.0 +7.6% $190.92 -1.0%
835 PAVE GLOBAL X FDS 8,969.0 $529K 0.01% +481.0 +5.7% $59.02 -4.5%
836 BOTZ GLOBAL X FDS 13,944.0 $529K 0.01% $37.96 -5.1%
837 WEC WEC ENERGY GROUP INC Utilities 4,492.0 $525K 0.01% -431.0 -8.8% $116.80 -9.2%
838 HAS HASBRO INC Consumer Cyclical 6,352.0 $525K 0.01% -2K -22.2% $82.59 +13.3%
839 AVSC AMERICAN CENTY ETF TR 7,132.0 $523K 0.01% +204.0 +2.9% $73.34 +0.7%
840 KNSL KINSALE CAP GROUP INC Financial Services 1,581.0 $522K 0.01% -644.0 -28.9% $329.96 +16.2%
Page 42 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%