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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 59 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CFFN CAPITOL FED FINL INC Financial Services 13,223.0 $90K 0.00% NEW $6.81 +26.6%
1162 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 44,090.0 $86K 0.00% NEW $1.95 -10.8%
1163 SEAT VIVID SEATS INC Communication Services 11,800.0 $85K 0.00% NEW $7.21 -1.7%
1164 XYF X FINL Financial Services 14,068.0 $79K 0.00% NEW $5.60 -17.1%
1165 SSL SASOL LTD Basic Materials 11,293.0 $74K 0.00% NEW $6.51 +74.7%
1166 RUM RUMBLE INC Technology 10,971.0 $69K 0.00% NEW $6.32 -8.9%
1167 TDAY USA TODAY CO INC Communication Services 13,307.0 $69K 0.00% NEW $5.15 +65.0%
1168 WTI W & T OFFSHORE INC Energy 41,202.0 $67K 0.00% NEW $1.63 +114.1%
1169 NEXXEN INTL LTD 10,248.0 $67K 0.00% NEW $6.54
1170 BGS B & G FOODS INC NEW Consumer Defensive 13,940.0 $63K 0.00% NEW $4.49 -17.4%
1171 INTEGRA RES CORP 15,100.0 $61K 0.00% NEW $4.01
1172 BBD BANCO BRADESCO S A Financial Services 16,994.0 $59K 0.00% NEW $3.47 +2.0%
1173 SNDL INC 35,000.0 $58K 0.00% NEW $1.66
1174 NIO NIO INC Consumer Cyclical 10,964.0 $56K 0.00% NEW $5.10 -4.3%
1175 RNXT RENOVORX INC Healthcare 63,940.0 $54K 0.00% NEW $0.84 +3.0%
1176 RXRX RECURSION PHARMACEUTICALS IN Healthcare 13,026.0 $53K 0.00% NEW $4.09 -28.0%
1177 EGY VAALCO ENERGY INC Energy 14,454.0 $53K 0.00% NEW $3.64 +45.6%
1178 CANGO INC 32,541.0 $49K 0.00% NEW $1.50
1179 ENIC ENEL CHILE S.A. Utilities 11,954.0 $48K 0.00% NEW $4.02 +9.7%
1180 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 30,000.0 $42K 0.00% NEW $1.39 -39.3%
Page 59 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%