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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 59 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CMC COMMERCIAL METALS CO Basic Materials 3,289.0 $206K 0.00% -155.0 -4.5% $62.75 +5.1%
1162 AVT AVNET INC Technology 2,323.0 $206K 0.00% -1K -34.6% $88.83 -0.8%
1163 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 15,524.0 $206K 0.00% -140.0 -0.9% $13.26 +7.1%
1164 GTLB GITLAB INC Technology 6,721.0 $205K 0.00% -14K -68.1% $30.53 +38.0%
1165 VCEL VERICEL CORP Healthcare 4,594.0 $204K 0.00% NEW $44.49 -4.5%
1166 TNGX TANGO THERAPEUTICS INC Healthcare 6,504.0 $203K 0.00% NEW $31.26 -25.3%
1167 DIOD DIODES INC Technology 1,857.0 $203K 0.00% NEW $109.44 -16.5%
1168 STLA STELLANTIS N.V Consumer Cyclical 35,450.0 $203K 0.00% +2K +5.3% $5.73 -8.1%
1169 TLK TELEKOMUNIKASI IND Communication Services 13,799.0 $203K 0.00% -6K -31.4% $14.69 -0.2%
1170 ALG ALAMO GROUP INC Industrials 1,227.0 $202K 0.00% NEW $164.49 -1.4%
1171 VONG VANGUARD SCOTTSDALE FDS 1,575.0 $201K 0.00% NEW $127.83 -1.7%
1172 PLUS EPLUS INC Technology 2,405.0 $200K 0.00% NEW $83.23 +6.3%
1173 CAI CARIS LIFE SCIENCES INC Healthcare 11,206.0 $200K 0.00% NEW $17.82 +37.0%
1174 ELPC COMPANHIA PARANAENSE DE ENER Utilities 16,631.0 $197K 0.00% NEW $11.84 -8.9%
1175 PHI PLDT INC Communication Services 11,167.0 $196K 0.00% NEW $17.52 +9.4%
1176 RITM RITHM CAPITAL CORP Real Estate 20,428.0 $192K 0.00% NEW $9.39 +8.3%
1177 MPT MEDICAL PROPERTIES TRUST INC Financial Services 39,880.0 $188K 0.00% -3K -6.1% $4.71 -11.8%
1178 WIT WIPRO LTD Technology 83,323.0 $187K 0.00% -73K -46.5% $2.25 -13.9%
1179 MNTK MONTAUK RENEWABLES INC Utilities 119,801.0 $187K 0.00% NEW $1.56 +19.6%
1180 STRATA CRITICAL MEDICAL INC 33,664.0 $177K 0.00% NEW $5.27
Page 59 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%