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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 6 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BHP BHP BILLITON LIMITED Basic Materials 40,227.0 $2.9M 0.07% +921.0 +2.3% $72.74 +20.8%
102 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 170,238.0 $2.9M 0.07% +5K +2.9% $16.97 +24.2%
103 NOC NORTHROP GRUMMAN CORP Industrials 4,168.0 $2.8M 0.07% +1K +35.3% $682.27 -23.6%
104 NOW SERVICENOW INC Technology 27,170.0 $2.8M 0.07% +2K +7.8% $104.55 -9.1%
105 DVN DEVON ENERGY CORP NEW Energy 56,392.0 $2.8M 0.07% +14K +32.1% $50.32 -16.3%
106 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 17,955.0 $2.8M 0.07% +7K +60.1% $157.28 -14.9%
107 DHR DANAHER CORP DEL Healthcare 14,781.0 $2.8M 0.07% +3K +26.6% $190.04 -6.8%
108 CME CME GROUP INC Financial Services 9,293.0 $2.7M 0.07% +3K +51.9% $295.36 -16.6%
109 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 29,680.0 $2.7M 0.07% +5K +22.6% $92.31 -5.9%
110 INTC INTEL CORP Technology 62,027.0 $2.7M 0.07% +10K +19.6% $44.13 +203.6%
111 FISV FISERV INC Technology 48,851.0 $2.7M 0.07% +9K +22.4% $55.80 -14.2%
112 JEPI J P MORGAN EXCHANGE TRADED F 47,922.0 $2.7M 0.07% +2K +4.8% $56.68 -1.0%
113 MAS MASCO CORP Industrials 43,217.0 $2.6M 0.06% +5K +13.4% $60.37 +23.2%
114 TOTALENERGIES SE 28,464.0 $2.6M 0.06% +3K +12.2% $91.38
115 ILMN ILLUMINA INC Healthcare 20,887.0 $2.6M 0.06% +329.0 +1.6% $123.26 +31.4%
116 AR ANTERO RESOURCES CORP Energy 59,801.0 $2.5M 0.06% +3K +4.5% $42.44 -21.7%
117 IONQ IONQ INC Technology 83,577.0 $2.4M 0.06% +12K +17.1% $28.83 +96.1%
118 APA APA CORPORATION Energy 56,677.0 $2.4M 0.06% +40K +240.1% $42.44 -22.2%
119 ROST ROSS STORES INC Consumer Cyclical 10,888.0 $2.4M 0.06% +8K +302.5% $216.64 +7.5%
120 UNILEVER PLC 40,764.0 $2.3M 0.06% +723.0 +1.8% $57.55
Page 6 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%