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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 1 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CDE COEUR MNG INC Basic Materials 211,196.0 $4.0M 0.10% NEW $18.77 -6.7%
2 SANDISK CORP 5,185.0 $3.3M 0.08% NEW $635.39
3 CENX CENTURY ALUM CO Basic Materials 49,141.0 $2.9M 0.07% NEW $58.69 -11.9%
4 VPL VANGUARD INTL EQUITY INDEX F 20,000.0 $2.0M 0.05% NEW $97.73 +23.1%
5 GWRE GUIDEWIRE SOFTWARE INC Technology 11,176.0 $1.7M 0.04% NEW $149.56 -27.9%
6 CIEN CIENA CORP Technology 4,125.0 $1.6M 0.04% NEW $388.23 +10.3%
7 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 21,107.0 $1.5M 0.04% NEW $72.69 +3.3%
8 NDAQ NASDAQ INC Financial Services 15,071.0 $1.3M 0.03% NEW $84.89 -3.1%
9 NXST NEXSTAR MEDIA GROUP INC Communication Services 6,648.0 $1.2M 0.03% NEW $180.83 -9.2%
10 EFG ISHARES TR 10,706.0 $1.2M 0.03% NEW $111.37 +12.3%
11 ENTERGY CORP NEW 10,021.0 $1.1M 0.03% NEW $112.37
12 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,440.0 $999K 0.02% NEW $290.53 -3.6%
13 HII HUNTINGTON INGALLS INDS INC Industrials 2,445.0 $929K 0.02% NEW $379.98 -24.9%
14 PK PARK HOTELS & RESORTS INC Real Estate 79,945.0 $870K 0.02% NEW $10.88 +35.2%
15 ARW ARROW ELECTRS INC Technology 5,812.0 $833K 0.02% NEW $143.41 +62.3%
16 OMC OMNICOM GROUP INC Communication Services 10,157.0 $778K 0.02% NEW $76.56 -6.8%
17 ENTG ENTEGRIS INC Technology 6,363.0 $746K 0.02% NEW $117.24 +52.5%
18 SM SM ENERGY COMPANY Energy 23,542.0 $734K 0.02% NEW $31.18 -13.0%
19 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 7,832.0 $711K 0.02% NEW $90.75 -3.1%
20 ALGN ALIGN TECHNOLOGY INC Healthcare 3,832.0 $657K 0.02% NEW $171.43 +6.2%
Page 1 of 7  ·  136 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%