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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 4 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 B BARRICK MNG CORP Basic Materials 119,950.0 $4.9M 0.12% +3K +2.2% $40.79 -1.1%
62 DELL DELL TECHNOLOGIES INC Technology 29,525.0 $4.8M 0.12% +4K +14.1% $164.13 +149.5%
63 VLO VALERO ENERGY CORP Energy 19,421.0 $4.8M 0.12% +139.0 +0.7% $247.08 -4.4%
64 BIIB BIOGEN INC Healthcare 25,651.0 $4.7M 0.11% +2K +9.4% $183.33 +7.2%
65 TWLO TWILIO INC Communication Services 36,472.0 $4.6M 0.11% +3K +9.2% $125.82 +48.0%
66 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 151,887.0 $4.6M 0.11% +5K +3.7% $30.12 +4.5%
67 ABNB AIRBNB INC Consumer Cyclical 36,044.0 $4.6M 0.11% +9K +33.5% $126.28 +12.8%
68 CTVA CORTEVA INC Basic Materials 53,710.0 $4.5M 0.11% +14K +33.9% $83.71 -6.1%
69 GWW WW GRAINGER INC Industrials 4,054.0 $4.4M 0.11% +327.0 +8.8% $1090.89 +25.2%
70 CI THE CIGNA GROUP Healthcare 16,414.0 $4.4M 0.11% +3K +20.1% $266.76 +4.7%
71 NEE NEXTERA ENERGY INC Utilities 46,145.0 $4.3M 0.10% +4K +8.9% $92.88 -6.6%
72 UNP UNION PAC CORP Industrials 17,459.0 $4.2M 0.10% +2K +14.3% $242.62 +5.9%
73 LIN LINDE PLC Basic Materials 8,438.0 $4.2M 0.10% +1K +16.7% $495.79 +3.3%
74 EWJ ISHARES INC 48,066.0 $4.1M 0.10% +4K +8.8% $84.44 +14.0%
75 PGR PROGRESSIVE CORP Financial Services 20,301.0 $4.0M 0.10% +2K +12.6% $198.25 +3.3%
76 WMB WILLIAMS COS INC Energy 54,943.0 $4.0M 0.10% +2K +2.9% $72.78 +0.5%
77 SHEL SHELL PLC Energy 42,479.0 $4.0M 0.10% +551.0 +1.3% $93.00 -15.3%
78 MIAMI INTL HLDGS INC 100,585.0 $3.9M 0.10% +91K +908.2% $38.92
79 PYPL PAYPAL HLDGS INC Financial Services 86,165.0 $3.9M 0.10% +36K +72.9% $45.23 -6.0%
80 EQR EQUITY RESIDENTIAL Real Estate 63,430.0 $3.8M 0.09% +6K +10.3% $59.91 +7.0%
Page 4 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%