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Portfolio (Quarterly) Guide ↗

Caprock Group, LLC

· CIK 0001610769
13F Portfolio $5.2B AUM 1,234 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 236 New 459 Added 418 Reduced 111 Exited
Page 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 TMDX TRANSMEDICS GROUP INC Healthcare 2,312 $230K 0.01% SOLD
82 IHS IHS HOLDING LIMITED Communication Services 27,763 $228K 0.01% SOLD
83 LBRT LIBERTY ENERGY INC Energy 7,839 $226K 0.01% SOLD
84 TRIN TRINITY CAP INC Financial Services 15,200 $224K 0.01% SOLD
85 AA ALCOA CORP Basic Materials 3,370 $224K 0.01% SOLD
86 DRS LEONARDO DRS INC Industrials 4,944 $220K 0.01% SOLD
87 BCPC BALCHEM CORP Basic Materials 1,292 $219K 0.01% SOLD
88 TNET TRINET GROUP INC Industrials 5,941 $216K 0.01% SOLD
89 IMKTA INGLES MKTS INC Consumer Defensive 2,382 $214K 0.01% SOLD
90 M MACYS INC Consumer Cyclical 11,319 $213K 0.01% SOLD
91 AMTM AMENTUM HOLDINGS INC Industrials 7,842 $205K 0.01% SOLD
92 PAYX PAYCHEX INC Industrials 2,218 $204K 0.01% SOLD
93 AMCOR PLC 5,118 $203K 0.01% SOLD
94 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 3,096 $202K 0.01% SOLD
95 AN AUTONATION INC Consumer Cyclical 1,029 $201K 0.01% SOLD
96 BOH BANK HAWAII CORP Financial Services 2,701 $201K 0.01% SOLD
97 TPB TURNING PT BRANDS INC Consumer Defensive 2,306 $200K 0.01% SOLD
98 HTBK HERITAGE COMM CORP Financial Services 14,812 $187K 0.01% SOLD
99 PMT PENNYMAC MTG INVT TR Real Estate 15,647 $182K 0.00% SOLD
100 HTGC HERCULES CAPITAL INC Financial Services 11,515 $170K 0.00% SOLD
Page 5 of 6  ·  111 positions
Sector Allocation
Technology 34.2%
Financial Services 14.2%
Healthcare 11.7%
Industrials 8.3%
Consumer Cyclical 8.0%
Communication Services 7.6%
Energy 3.7%
Basic Materials 3.6%
Consumer Defensive 3.3%
Real Estate 3.1%