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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 7 of 60  ·  1,191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VYM VANGUARD WHITEHALL FDS 45,812.0 $6.6M 0.14% NEW $143.52 +11.6%
122 GD GENERAL DYNAMICS CORP Industrials 19,273.0 $6.5M 0.14% NEW $336.66 +9.5%
123 ISRG INTUITIVE SURGICAL INC Healthcare 11,355.0 $6.4M 0.14% NEW $566.37 -39.0%
124 ASML ASML HOLDING N V Technology 5,979.0 $6.4M 0.14% NEW $1069.89 +63.3%
125 MCK MCKESSON CORP Healthcare 7,757.0 $6.4M 0.14% NEW $821.21 +2.5%
126 ULTA ULTA BEAUTY INC Consumer Cyclical 10,483.0 $6.3M 0.13% NEW $605.02 -20.7%
127 QQQM INVESCO EXCH TRADED FD TR II 24,986.0 $6.3M 0.13% NEW $252.93 +13.2%
128 BK BANK NEW YORK MELLON CORP Financial Services 54,110.0 $6.3M 0.13% NEW $116.09 +22.2%
129 TMUS T-MOBILE US INC Communication Services 30,666.0 $6.2M 0.13% NEW $203.04 -5.2%
130 HIG HARTFORD INSURANCE GROUP INC Financial Services 44,812.0 $6.2M 0.13% NEW $138.39 +1.3%
131 HL HECLA MNG CO Basic Materials 319,651.0 $6.1M 0.13% NEW $19.19 -25.3%
132 ADBE ADOBE INC Technology 17,166.0 $6.0M 0.13% NEW $350.01 -32.2%
133 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,304.0 $6.0M 0.13% NEW $579.91 -8.2%
134 BSX BOSTON SCIENTIFIC CORP Healthcare 62,533.0 $6.0M 0.13% NEW $95.35 -53.8%
135 SOFI SOFI TECHNOLOGIES INC Financial Services 227,269.0 $5.9M 0.13% NEW $26.18 -34.0%
136 LOW LOWES COS INC Consumer Cyclical 23,573.0 $5.7M 0.12% NEW $241.16 -13.4%
137 DUK DUKE ENERGY CORP NEW Utilities 48,108.0 $5.6M 0.12% NEW $117.21 +6.7%
138 WDC WESTERN DIGITAL CORP Technology 32,691.0 $5.6M 0.12% NEW $172.27 +177.0%
139 ANGLOGOLD ASHANTI PLC 65,706.0 $5.6M 0.12% NEW $85.28
140 VT VANGUARD INTL EQUITY INDEX F 39,691.0 $5.6M 0.12% NEW $141.06 +9.7%
Page 7 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%