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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 48 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 HOG HARLEY DAVIDSON INC Consumer Cyclical 15,911.0 $389K 0.01% NEW $24.46 +15.3%
942 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 7,803.0 $389K 0.01% +93.0 +1.2% $49.86 +15.4%
943 AVAV AEROVIRONMENT INC Industrials 2,355.0 $389K 0.01% -387.0 -14.1% $165.07 -2.2%
944 DDS DILLARDS INC Consumer Cyclical 735.0 $389K 0.01% +208.0 +39.5% $528.72 +16.7%
945 PELAGOS INS CAP LTD 15,913.0 $387K 0.01% +3K +25.5% $24.35
946 WAFD WAFD INC Financial Services 10,039.0 $385K 0.01% -189.0 -1.9% $38.37 -5.4%
947 QBTS D-WAVE QUANTUM INC Technology 16,054.0 $385K 0.01% NEW $23.99 -16.1%
948 CHRD CHORD ENERGY CORPORATION Energy 3,345.0 $382K 0.01% +639.0 +23.6% $114.30 +30.0%
949 ICL ICL GROUP LTD Basic Materials 76,314.0 $380K 0.01% +1K +1.7% $4.98 +16.2%
950 SRRK SCHOLAR ROCK HLDG CORP Healthcare 6,867.0 $378K 0.01% -363.0 -5.0% $55.00 +1.7%
951 CRWV COREWEAVE INC Technology 3,780.0 $376K 0.01% NEW $99.54 -10.5%
952 DFAX DIMENSIONAL ETF TRUST 10,206.0 $376K 0.01% $36.84 +3.6%
953 HMY HARMONY GOLD MNG LTD Basic Materials 24,618.0 $374K 0.01% -1K -4.5% $15.21 +54.5%
954 XSMO INVESCO EXCHANGE TRADED FD T 3,999.0 $374K 0.01% $93.63 -8.0%
955 KBWB INVESCO EXCH TRADED FD TR II 4,022.0 $374K 0.01% +47.0 +1.2% $92.98 +2.7%
956 PBA PEMBINA PIPELINE CORP Energy 8,054.0 $372K 0.01% NEW $46.25 +5.8%
957 MHK MOHAWK INDS INC Consumer Cyclical 3,066.0 $372K 0.01% NEW $121.33 +12.0%
958 EWA ISHARES INC 13,182.0 $371K 0.01% -9K -40.6% $28.16 +7.0%
959 HXL HEXCEL CORP NEW Industrials 3,700.0 $370K 0.01% NEW $100.06 -6.2%
960 NUTX NUTEX HEALTH INC Healthcare 2,165.0 $370K 0.01% NEW $170.89 +9.7%
Page 48 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%