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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 18 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 629.0 $373K 0.01% +20.0 +3.3% $593.42 -9.6%
342 SSD SIMPSON MFG INC Industrials 2,172.0 $373K 0.01% +153.0 +7.6% $171.67 +16.6%
343 TOST TOAST INC Technology 13,894.0 $368K 0.01% +6K +76.7% $26.51 -7.0%
344 ANNALY CAPITAL MANAGEMENT IN 16,711.0 $365K 0.01% +4K +27.2% $21.85
345 R RYDER SYS INC Industrials 1,779.0 $364K 0.01% +311.0 +21.2% $204.71 +28.7%
346 COUR COURSERA INC Consumer Defensive 62,549.0 $364K 0.01% +42K +200.5% $5.82 -8.1%
347 MKSI MKS INC. Technology 1,568.0 $360K 0.01% +190.0 +13.8% $229.81 +76.8%
348 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 23,789.0 $358K 0.01% +6K +36.3% $15.05 +9.8%
349 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,665.0 $356K 0.01% +198.0 +8.0% $133.46 +28.1%
350 SRRK SCHOLAR ROCK HLDG CORP Healthcare 7,230.0 $355K 0.01% +971.0 +15.5% $49.16 -3.7%
351 CHWY CHEWY INC Consumer Cyclical 13,041.0 $352K 0.01% +7K +106.6% $27.00 -32.6%
352 GMAB GENMAB A/S Healthcare 12,910.0 $346K 0.01% +3K +36.9% $26.83 -5.8%
353 WULF TERAWULF INC Financial Services 23,247.0 $335K 0.01% +11K +85.0% $14.43 +100.8%
354 KDP KEURIG DR PEPPER INC Consumer Defensive 12,311.0 $333K 0.01% +2K +16.6% $27.07 +13.6%
355 NICE NICE LTD Technology 2,990.0 $330K 0.01% +1K +66.0% $110.27 -23.2%
356 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,566.0 $329K 0.01% +664.0 +13.6% $59.03 -7.2%
357 FTDR FRONTDOOR INC Consumer Cyclical 6,146.0 $325K 0.01% +312.0 +5.3% $52.86 +35.4%
358 GPN GLOBAL PMTS INC Industrials 4,781.0 $322K 0.01% +442.0 +10.2% $67.31 -0.6%
359 WAFD WAFD INC Financial Services 10,228.0 $321K 0.01% +2K +21.2% $31.40 +16.2%
360 FN FABRINET Technology 615.0 $321K 0.01% +40.0 +7.0% $522.20 +9.9%
Page 18 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%