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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 9 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HCA HCA HEALTHCARE INC Healthcare 13,305.0 $5.2M 0.10% -4K -22.9% $389.90 +4.4%
162 APLD APPLIED DIGITAL CORP Technology 138,754.0 $5.2M 0.10% $37.30 -25.5%
163 BIIB BIOGEN INC Healthcare 23,824.0 $5.1M 0.10% -2K -7.1% $216.06 +1.0%
164 ADP AUTOMATIC DATA PROCESSING IN Industrials 22,696.0 $5.1M 0.10% NEW $226.32 +24.4%
165 PFE PFIZER INC Healthcare 213,162.0 $5.1M 0.10% -37K -15.0% $24.08 +16.6%
166 TRV TRAVELERS COMPANIES INC Financial Services 15,318.0 $5.1M 0.10% NEW $330.13 +10.6%
167 CBOE CBOE GLOBAL MKTS INC Financial Services 20,799.0 $5.0M 0.10% +942.0 +4.7% $242.68 +21.7%
168 VLO VALERO ENERGY CORP Energy 19,342.0 $5.0M 0.10% $260.44 +33.2%
169 NTRS NORTHERN TR CORP Financial Services 28,695.0 $5.0M 0.10% NEW $174.70 +5.8%
170 VOT VANGUARD INDEX FDS 16,350.0 $5.0M 0.10% -126.0 -0.8% $306.30 -0.8%
171 CTVA CORTEVA INC Basic Materials 58,823.0 $5.0M 0.10% +5K +9.5% $84.69 -4.3%
172 IWD ISHARES TR 20,547.0 $5.0M 0.10% NEW $242.44 +6.4%
173 FDX FEDEX CORP Industrials 15,760.0 $5.0M 0.10% -2K -11.9% $314.55 +5.0%
174 COP CONOCOPHILLIPS Energy 47,568.0 $4.9M 0.10% +8K +18.9% $103.96 +30.4%
175 EQR EQUITY RESIDENTIAL Real Estate 71,690.0 $4.9M 0.09% +8K +13.0% $68.65 -7.3%
176 PEP PEPSICO INC Consumer Defensive 36,182.0 $4.9M 0.09% -4K -9.8% $135.40 +5.8%
177 LIN LINDE PLC Basic Materials 9,433.0 $4.9M 0.09% +995.0 +11.8% $518.97 -6.5%
178 PNC PNC FINL SVCS GROUP INC Financial Services 19,681.0 $4.8M 0.09% -2K -10.1% $246.23 -0.5%
179 GM GENERAL MTRS CO Consumer Cyclical 62,831.0 $4.8M 0.09% $77.08 +10.8%
180 PGR PROGRESSIVE CORP Financial Services 22,072.0 $4.8M 0.09% +2K +8.7% $218.46 +2.4%
Page 9 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%