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Portfolio (Quarterly) Guide ↗

Caprock Group, LLC

· CIK 0001610769
13F Portfolio $4.1B AUM 1,109 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New 408 Added 441 Reduced 218 Exited
Page 12 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MIDD MIDDLEBY CORP Industrials 7,593.0 $1.0M 0.02% +6K +384.6% $132.58 +29.9%
222 OKTA OKTA INC Technology 12,746.0 $1.0M 0.02% +8K +150.7% $78.71 +49.7%
223 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 6,065.0 $1.0M 0.02% +2K +35.4% $165.14 +7.6%
224 XEL XCEL ENERGY INC Utilities 12,340.0 $989K 0.02% +1K +12.1% $80.15 -3.4%
225 HEICO CORP NEW 4,659.0 $984K 0.02% +82.0 +1.8% $211.10
226 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 3,051.0 $981K 0.02% +1K +80.3% $321.40 +15.2%
227 RACE FERRARI N V Consumer Cyclical 2,881.0 $973K 0.02% +583.0 +25.4% $337.76 +7.2%
228 WEX WEX INC Technology 6,333.0 $969K 0.02% +1K +19.0% $153.04 -16.7%
229 IX ORIX CORP Financial Services 32,241.0 $967K 0.02% +4K +15.2% $29.99 +33.9%
230 AEE AMEREN CORP Utilities 8,622.0 $948K 0.02% +948.0 +12.3% $109.92 -1.1%
231 EWT ISHARES INC 13,293.0 $943K 0.02% +208.0 +1.6% $70.92 +55.1%
232 TTEK TETRA TECH INC NEW Industrials 31,293.0 $943K 0.02% +2K +5.5% $30.12 -9.2%
233 BE BLOOM ENERGY CORP Industrials 6,738.0 $913K 0.02% +1K +19.0% $135.51 +142.7%
234 LPLA LPL FINL HLDGS INC Financial Services 2,994.0 $901K 0.02% +1K +63.9% $300.86 -2.3%
235 EPI WISDOMTREE TR 21,846.0 $891K 0.02% +470.0 +2.2% $40.80 +5.4%
236 FVD FIRST TR EXCHANGE-TRADED FD 18,472.0 $869K 0.02% +363.0 +2.0% $47.03 +0.8%
237 JD JD.COM INC Consumer Cyclical 29,171.0 $863K 0.02% +17K +137.1% $29.57 -6.8%
238 CUZ COUSINS PPTYS INC Real Estate 37,854.0 $854K 0.02% +24K +180.9% $22.57 +25.3%
239 THG HANOVER INS GROUP INC Financial Services 4,892.0 $848K 0.02% +3K +129.6% $173.35 +14.2%
240 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 447.0 $844K 0.02% +46.0 +11.5% $1888.56 +9.7%
Page 12 of 21  ·  408 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 29.0%
Financial Services 13.4%
Healthcare 11.7%
Communication Services 9.5%
Consumer Cyclical 9.5%
Industrials 7.8%
Energy 5.1%
Basic Materials 4.9%
Consumer Defensive 3.4%
Real Estate 3.3%