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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 57 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CNI CANADIAN NATL RY CO Industrials 2,028.0 $200K 0.00% NEW $98.86 +30.5%
1122 ENVX ENOVIX CORPORATION Industrials 27,375.0 $200K 0.00% NEW $7.31 -35.4%
1123 PMT PENNYMAC MTG INVT TR Real Estate 15,359.0 $199K 0.00% NEW $12.95 -23.6%
1124 FOSL FOSSIL GROUP INC Consumer Cyclical 52,373.0 $197K 0.00% NEW $3.76 +10.1%
1125 FTRE FORTREA HLDGS INC Healthcare 11,164.0 $193K 0.00% NEW $17.25 +3.0%
1126 CGAU CENTERRA GOLD INC Basic Materials 13,176.0 $189K 0.00% NEW $14.37 +5.0%
1127 HTBK HERITAGE COMM CORP Financial Services 15,421.0 $185K 0.00% NEW $12.01 +12.0%
1128 NOV NOV INC Energy 11,844.0 $185K 0.00% NEW $15.63 +24.9%
1129 PR PERMIAN RESOURCES CORP Energy 12,710.0 $178K 0.00% NEW $14.03 +44.0%
1130 BEKE KE HLDGS INC Real Estate 11,072.0 $174K 0.00% NEW $15.76 +10.4%
1131 MPT MEDICAL PPTYS TRUST INC Financial Services 33,559.0 $171K 0.00% NEW $5.09 -6.6%
1132 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 10,339.0 $168K 0.00% NEW $16.24 +41.1%
1133 NEWSMAX INC 20,291.0 $157K 0.00% NEW $7.73
1134 NUVEEN CALIF SELECT TAX FREE 11,749.0 $155K 0.00% NEW $13.20
1135 COUR COURSERA INC Consumer Defensive 20,814.0 $153K 0.00% NEW $7.36 -24.5%
1136 PRCH PORCH GROUP INC Technology 16,639.0 $152K 0.00% NEW $9.13 +49.8%
1137 RIOT RIOT PLATFORMS INC Financial Services 11,973.0 $152K 0.00% NEW $12.67 +44.1%
1138 WULF TERAWULF INC Financial Services 12,567.0 $144K 0.00% NEW $11.49 +58.1%
1139 RITM RITHM CAPITAL CORP Real Estate 12,428.0 $139K 0.00% NEW $11.15 -16.4%
1140 TDOC TELADOC HEALTH INC Healthcare 19,793.0 $139K 0.00% NEW $7.00 +34.7%
Page 57 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%