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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 16 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SE SEA LTD Consumer Cyclical 6,575.0 $545K 0.01% +2K +35.3% $82.82 +10.2%
302 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 7,710.0 $544K 0.01% +1K +15.9% $70.51 -23.1%
303 ALLY ALLY FINL INC Financial Services 13,788.0 $541K 0.01% +7K +91.5% $39.23 +16.0%
304 PKX POSCO HOLDINGS INC Basic Materials 9,158.0 $539K 0.01% +679.0 +8.0% $58.89 +3.1%
305 ESLT ELBIT SYS LTD Industrials 618.0 $525K 0.01% +91.0 +17.3% $849.09 -7.2%
306 NMR NOMURA HLDGS INC Financial Services 66,450.0 $524K 0.01% +18K +37.1% $7.89 +13.7%
307 WDS WOODSIDE ENERGY GROUP LTD Energy 21,927.0 $524K 0.01% +3K +15.5% $23.88 -16.0%
308 RDW REDWIRE CORPORATION Industrials 61,329.0 $521K 0.01% +2K +3.1% $8.50 +68.8%
309 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,172.0 $520K 0.01% +1K +76.4% $163.97 -16.1%
310 BHC BAUSCH HEALTH COS INC Healthcare 95,290.0 $515K 0.01% +46K +91.6% $5.40 -11.7%
311 VHT VANGUARD WORLD FD 1,865.0 $508K 0.01% +87.0 +4.9% $272.43 +2.9%
312 HLI HOULIHAN LOKEY INC Financial Services 3,522.0 $506K 0.01% +781.0 +28.5% $143.65 -2.0%
313 FMS FRESENIUS MEDICAL CARE AG Healthcare 22,269.0 $502K 0.01% +13K +136.8% $22.56 +4.6%
314 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 25,144.0 $498K 0.01% +19K +302.2% $19.82 +14.6%
315 TKC TURKCELL ILETISIM Communication Services 82,592.0 $498K 0.01% +5K +7.0% $6.03 +1.3%
316 THOMSON REUTERS CORP 5,499.0 $495K 0.01% +757.0 +16.0% $89.99
317 CHT CHUNGHWA TELECOM CO LTD Communication Services 11,712.0 $495K 0.01% +4K +44.7% $42.24 +7.3%
318 COKE COCA COLA CONS INC Consumer Defensive 2,580.0 $495K 0.01% +190.0 +8.0% $191.74 -5.3%
319 FOSL FOSSIL GROUP INC Consumer Cyclical 114,129.0 $492K 0.01% +62K +117.9% $4.31 -0.5%
320 ATI ATI INC Industrials 3,352.0 $488K 0.01% +227.0 +7.3% $145.46 +38.4%
Page 16 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%