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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 47 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SPDW SPDR INDEX SHS FDS 8,178.0 $412K 0.01% +2K +28.4% $50.39 +3.2%
922 PAGAYA TECHNOLOGIES LTD 22,556.0 $412K 0.01% -2K -7.5% $18.25
923 OVV OVINTIV INC Energy 7,801.0 $411K 0.01% +2K +37.9% $52.65 +26.9%
924 VOTE TCW ETF TRUST 4,649.0 $410K 0.01% $88.18 +2.5%
925 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 9,956.0 $408K 0.01% +1K +14.1% $41.03 -10.1%
926 FIX COMFORT SYS USA INC Industrials 205.0 $407K 0.01% NEW $1987.24 -16.7%
927 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,089.0 $407K 0.01% +821.0 +36.2% $131.63 -4.2%
928 CAG CONAGRA BRANDS INC Consumer Defensive 29,932.0 $403K 0.01% -12K -27.8% $13.46 +22.2%
929 MIRM MIRUM PHARMACEUTICALS INC Healthcare 3,435.0 $402K 0.01% +401.0 +13.2% $117.07 -17.7%
930 WULF TERAWULF INC Financial Services 16,174.0 $399K 0.01% -7K -30.4% $24.70 -36.7%
931 ANNALY CAPITAL MANAGEMENT IN 17,214.0 $398K 0.01% +503.0 +3.0% $23.11
932 PENG PENGUIN SOLUTIONS INC Technology 5,223.0 $397K 0.01% NEW $76.01 -30.8%
933 DXC DXC TECHNOLOGY CO Technology 44,773.0 $396K 0.01% +21K +86.0% $8.85 +22.0%
934 WDAY WORKDAY INC Technology 3,229.0 $395K 0.01% -2K -32.5% $122.42 +63.4%
935 IXJ ISHARES TR 4,014.0 $395K 0.01% $98.38 +8.6%
936 JKHY HENRY JACK & ASSOC INC Technology 2,848.0 $392K 0.01% +191.0 +7.2% $137.74 +20.7%
937 DEO DIAGEO PLC Consumer Defensive 4,868.0 $391K 0.01% +968.0 +24.8% $80.38 +17.7%
938 DORM DORMAN PRODS INC Consumer Cyclical 2,865.0 $391K 0.01% -77.0 -2.6% $136.45 -3.2%
939 FISV FISERV INC Technology 7,960.0 $390K 0.01% -41K -83.7% $49.05 +7.2%
940 FSM FORTUNA MNG CORP Basic Materials 46,102.0 $390K 0.01% +1K +2.6% $8.45 +42.8%
Page 47 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%