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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 3 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 IWY ISHARES TR 6,125 $1.7M 0.04% SOLD
42 UPS UNITED PARCEL SERVICE INC Industrials 15,374 $1.5M 0.03% SOLD
43 TGT TARGET CORP Consumer Defensive 15,515 $1.5M 0.03% SOLD
44 ROP ROPER TECHNOLOGIES INC Industrials 3,379 $1.5M 0.03% SOLD
45 ESTC ELASTIC N V Technology 19,891 $1.5M 0.03% SOLD
46 KHC KRAFT HEINZ CO Consumer Defensive 61,815 $1.5M 0.03% SOLD
47 KMPR KEMPER CORP Financial Services 36,560 $1.5M 0.03% SOLD
48 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,748 $1.5M 0.03% SOLD
49 OXY OCCIDENTAL PETE CORP Energy 35,394 $1.5M 0.03% SOLD
50 TRU TRANSUNION Industrials 16,791 $1.4M 0.03% SOLD
51 VTR VENTAS INC Real Estate 18,042 $1.4M 0.03% SOLD
52 WST WEST PHARMACEUTICAL SVSC INC Healthcare 5,078 $1.4M 0.03% SOLD
53 AWI ARMSTRONG WORLD INDS INC NEW Industrials 6,750 $1.3M 0.03% SOLD
54 AYI ACUITY INC Industrials 3,476 $1.3M 0.03% SOLD
55 GRUPO CIBEST SA 19,235 $1.2M 0.03% SOLD
56 FOX FOX CORP Communication Services 18,748 $1.2M 0.03% SOLD
57 W WAYFAIR INC Consumer Cyclical 11,607 $1.2M 0.03% SOLD
58 GTM ZOOMINFO TECHNOLOGIES INC Technology 109,763 $1.1M 0.02% SOLD
59 BDX BECTON DICKINSON & CO Healthcare 5,751 $1.1M 0.02% SOLD
60 CDW CDW CORP Technology 8,038 $1.1M 0.02% SOLD
Page 3 of 11  ·  218 positions
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%