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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 50 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 MTW MANITOWOC CO INC Industrials 25,025.0 $348K 0.01% +5K +22.1% $13.89 +40.2%
982 TS TENARIS S A Energy 6,234.0 $346K 0.01% -574.0 -8.4% $55.49 -5.9%
983 CNI CANADIAN NATL RY CO Industrials 2,899.0 $346K 0.01% -803.0 -21.7% $119.28 +7.8%
984 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 7,277.0 $344K 0.01% -5K -41.0% $47.33 -44.9%
985 EXEL EXELIXIS INC Healthcare 6,327.0 $344K 0.01% -3K -28.8% $54.41 +0.0%
986 WEX WEX INC Technology 2,440.0 $344K 0.01% -4K -61.5% $141.09 +40.4%
987 CWEN CLEARWAY ENERGY INC Utilities 10,027.0 $343K 0.01% -1K -11.4% $34.18 -3.9%
988 SJM SMUCKER J M CO Consumer Defensive 3,039.0 $342K 0.01% NEW $112.50 +10.5%
989 RDW REDWIRE CORPORATION Industrials 27,789.0 $340K 0.01% -34K -54.7% $12.23 -1.0%
990 FTS FORTIS INC Utilities 5,903.0 $338K 0.01% +475.0 +8.8% $57.23 -2.8%
991 BSM BLACK STONE MINERALS L P Energy 24,071.0 $336K 0.01% $13.97 +6.0%
992 THOMSON REUTERS CORP 4,105.0 $335K 0.01% NEW $81.67
993 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 1,091.0 $335K 0.01% NEW $306.84 -14.1%
994 MARA MARA HOLDINGS INC Financial Services 24,023.0 $334K 0.01% NEW $13.89 -18.5%
995 HZO MARINEMAX INC Consumer Cyclical 9,108.0 $334K 0.01% +449.0 +5.2% $36.62 +42.4%
996 SFM SPROUTS FMRS MKT INC Consumer Defensive 3,935.0 $333K 0.01% -1K -27.2% $84.58 -5.4%
997 HLI HOULIHAN LOKEY INC Financial Services 2,461.0 $330K 0.01% -1K -30.1% $134.17 -4.1%
998 COHR COHERENT CORP Technology 834.0 $329K 0.01% NEW $394.47 -27.3%
999 HTUS CAPITOL SER TR 7,500.0 $329K 0.01% $43.85 +4.0%
1000 KSS KOHLS CORP Consumer Cyclical 18,444.0 $327K 0.01% -13K -40.4% $17.72 -0.5%
Page 50 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%