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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 6 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GILD GILEAD SCIENCES INC Healthcare 66,482.0 $8.4M 0.16% -10K -13.6% $126.34 +14.6%
102 CLS CELESTICA INC Technology 22,442.0 $8.2M 0.16% +185.0 +0.8% $364.81 -18.0%
103 TJX TJX COS INC NEW Consumer Cyclical 52,573.0 $8.0M 0.15% +5K +10.6% $151.50 -7.2%
104 NEM NEWMONT CORP Basic Materials 84,803.0 $7.9M 0.15% -1K -1.5% $93.40 +36.9%
105 BK BANK OF NY MELLON CORP Financial Services 54,370.0 $7.9M 0.15% +973.0 +1.8% $144.61 -1.9%
106 VIG VANGUARD SPECIALIZED FUNDS 32,856.0 $7.8M 0.15% -3K -7.6% $236.62 +2.6%
107 XLK SELECT SECTOR SPDR TR 40,615.0 $7.7M 0.15% -1K -2.6% $190.52 -3.9%
108 AJG GALLAGHER ARTHUR J & CO Financial Services 33,354.0 $7.7M 0.15% NEW $229.57 +13.6%
109 DUK DUKE ENERGY CORP NEW Utilities 58,979.0 $7.5M 0.14% +5K +8.9% $126.58 -2.5%
110 UBER UBER TECHNOLOGIES INC Technology 102,471.0 $7.4M 0.14% -9K -8.1% $72.16 +9.0%
111 HOOD ROBINHOOD MKTS INC Financial Services 72,574.0 $7.3M 0.14% +1K +2.0% $100.28 -6.2%
112 QQQM INVESCO EXCH TRADED FD TR II 23,523.0 $7.1M 0.14% -2K -6.4% $302.80 -3.5%
113 ADI ANALOG DEVICES INC Technology 17,641.0 $7.0M 0.13% -397.0 -2.2% $397.17 -6.3%
114 JCI JOHNSON CONTROLS INTERNATION Industrials 47,066.0 $6.9M 0.13% $146.52 -2.0%
115 OKLO OKLO INC Utilities 131,055.0 $6.9M 0.13% $52.33 -21.6%
116 SCHW SCHWAB CHARLES CORP Financial Services 73,931.0 $6.8M 0.13% -6K -7.9% $92.27 +19.4%
117 CMI CUMMINS INC Industrials 9,562.0 $6.8M 0.13% +2K +23.8% $713.23 -16.8%
118 IBM INTERNATIONAL BUSINESS MACHS Technology 23,961.0 $6.7M 0.13% +975.0 +4.2% $281.22 -16.5%
119 VGT VANGUARD WORLD FD 56,136.0 $6.7M 0.13% +50K +764.0% $119.52 -0.9%
120 ILF ISHARES TR 198,640.0 $6.7M 0.13% NEW $33.75 -0.2%
Page 6 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%