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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 44 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 GNRC GENERAC HLDGS INC Industrials 1,653.0 $484K 0.01% NEW $292.86 -29.7%
862 VONV VANGUARD SCOTTSDALE FDS 4,516.0 $480K 0.01% NEW $106.32 +6.1%
863 AMT AMERICAN TOWER CORP Real Estate 2,884.0 $479K 0.01% +1K +102.8% $166.21 +5.8%
864 NU NU HLDGS LTD Financial Services 35,693.0 $477K 0.01% +11K +43.1% $13.36 +9.1%
865 ESGE ISHARES INC 8,718.0 $477K 0.01% +64.0 +0.7% $54.69 -1.4%
866 TFSL TFS FINL CORP Financial Services 26,822.0 $475K 0.01% +7K +32.8% $17.72 -0.5%
867 LITE LUMENTUM HLDGS INC Technology 553.0 $475K 0.01% NEW $858.40 +1.0%
868 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,393.0 $473K 0.01% +221.0 +7.0% $139.32 +30.8%
869 FOSL FOSSIL GROUP INC Consumer Cyclical 114,129.0 $472K 0.01% $4.14 +35.5%
870 FTDR FRONTDOOR INC Consumer Cyclical 6,055.0 $470K 0.01% -91.0 -1.5% $77.59 +6.4%
871 RDY DR REDDYS LABS LTD Healthcare 32,404.0 $470K 0.01% -12K -26.5% $14.49 -15.9%
872 COUR COURSERA INC Consumer Defensive 83,033.0 $468K 0.01% +20K +32.8% $5.64 +6.4%
873 WAT WATERS CORP Healthcare 1,248.0 $468K 0.01% NEW $375.04 +9.5%
874 CE CELANESE CORP DEL Basic Materials 10,126.0 $466K 0.01% NEW $46.00 +1.7%
875 ENTG ENTEGRIS INC Technology 2,585.0 $465K 0.01% -4K -59.4% $179.86 -20.1%
876 JOYY JOYY INC Communication Services 6,868.0 $464K 0.01% -2K -19.9% $67.49 +9.1%
877 HESM HESS MIDSTREAM LP Energy 12,315.0 $463K 0.01% -169.0 -1.4% $37.60 +4.1%
878 ALC ALCON AG Healthcare 6,899.0 $463K 0.01% +3K +56.9% $67.10 +9.7%
879 DINO HF SINCLAIR CORP Energy 6,631.0 $462K 0.01% -3K -33.3% $69.65 +39.7%
880 INFY INFOSYS LTD Technology 43,815.0 $460K 0.01% -5K -11.1% $10.49 +13.8%
Page 44 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%