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Portfolio (Quarterly) Guide ↗

Caprock Group, LLC

· CIK 0001610769
13F Portfolio $4.7B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1191 New
Page 52 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SANM SANMINA CORPORATION Technology 1,871.0 $281K 0.01% NEW $150.07 +31.4%
1022 TOST TOAST INC Technology 7,863.0 $279K 0.01% NEW $35.51 -15.3%
1023 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 16,823.0 $276K 0.01% NEW $16.42 +14.6%
1024 SRRK SCHOLAR ROCK HLDG CORP Healthcare 6,259.0 $276K 0.01% NEW $44.05 +20.0%
1025 ENSG ENSIGN GROUP INC Healthcare 1,582.0 $276K 0.01% NEW $174.27 -1.7%
1026 IJJ ISHARES TR 2,094.0 $276K 0.01% NEW $131.59 +12.6%
1027 TOL TOLL BROTHERS INC Consumer Cyclical 2,033.0 $275K 0.01% NEW $135.22 +11.5%
1028 STM STMICROELECTRONICS N V Technology 10,517.0 $273K 0.01% NEW $25.94 +139.2%
1029 WAFD WAFD INC Financial Services 8,441.0 $270K 0.01% NEW $32.03 +19.0%
1030 TPB TURNING PT BRANDS INC Consumer Defensive 2,492.0 $270K 0.01% NEW $108.48 -23.6%
1031 AMTM AMENTUM HOLDINGS INC Industrials 9,310.0 $270K 0.01% NEW $29.00 -28.7%
1032 QLYS QUALYS INC Technology 2,029.0 $270K 0.01% NEW $132.90 +20.0%
1033 REV GROUP INC 4,397.0 $268K 0.01% NEW $60.87
1034 HTGC HERCULES CAPITAL INC Financial Services 14,215.0 $268K 0.01% NEW $18.82 -14.1%
1035 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 14,965.0 $265K 0.01% NEW $17.69 -18.0%
1036 NEAR ISHARES U S ETF TR 5,180.0 $265K 0.01% NEW $51.10 -1.1%
1037 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 9,744.0 $265K 0.01% NEW $27.15 -42.2%
1038 SMURFIT WESTROCK PLC 6,810.0 $263K 0.01% NEW $38.67
1039 ESML ISHARES TR 5,710.0 $263K 0.01% NEW $45.98 +17.4%
1040 FN FABRINET Technology 575.0 $262K 0.01% NEW $455.92 +4.9%
Page 52 of 60  ·  1,191 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 31.9%
Financial Services 15.5%
Healthcare 10.8%
Consumer Cyclical 9.4%
Communication Services 9.1%
Industrials 7.7%
Basic Materials 3.8%
Consumer Defensive 3.4%
Energy 3.4%
Real Estate 3.0%