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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 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GBCI GLACIER BANCORP INC NEW Financial Services 9,841.0 $440K 0.01% NEW $44.67 +8.4%
42 RKLB ROCKET LAB CORP Industrials 6,759.0 $434K 0.01% NEW $64.23 +67.0%
43 JKHY HENRY JACK & ASSOC INC Technology 2,657.0 $420K 0.01% NEW $158.04 -20.1%
44 ICLN ISHARES TR 22,388.0 $409K 0.01% NEW $18.29 +15.4%
45 MAN MANPOWERGROUP INC WIS Industrials 13,843.0 $408K 0.01% NEW $29.46 +13.9%
46 AER AERCAP HOLDINGS NV Industrials 2,840.0 $390K 0.01% NEW $137.18 +5.7%
47 CNA CNA FINL CORP Financial Services 8,442.0 $388K 0.01% NEW $45.92 -3.0%
48 CHRD CHORD ENERGY CORPORATION Energy 2,706.0 $385K 0.01% NEW $142.18 -13.4%
49 SMG SCOTTS MIRACLE-GRO CO Basic Materials 6,236.0 $379K 0.01% NEW $60.81 +6.4%
50 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,472.0 $377K 0.01% NEW $152.51 +12.3%
51 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,691.0 $371K 0.01% NEW $65.12 +50.4%
52 XLU SELECT SECTOR SPDR TR 7,992.0 $367K 0.01% NEW $45.89 -2.5%
53 CSGP COSTAR GROUP INC Real Estate 8,981.0 $362K 0.01% NEW $40.34 -25.3%
54 OGE OGE ENERGY CORP Utilities 7,196.0 $345K 0.01% NEW $47.96 -1.4%
55 MYE MYERS INDS INC Consumer Cyclical 16,143.0 $344K 0.01% NEW $21.33 +28.5%
56 LVS LAS VEGAS SANDS CORP Consumer Cyclical 6,299.0 $339K 0.01% NEW $53.88 -9.6%
57 CPA COPA HOLDINGS SA Industrials 2,970.0 $337K 0.01% NEW $113.62 +32.9%
58 OVV OVINTIV INC Energy 5,658.0 $336K 0.01% NEW $59.36 -11.7%
59 O REALTY INCOME CORP Real Estate 5,365.0 $333K 0.01% NEW $62.07 -3.0%
60 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 3,628.0 $332K 0.01% NEW $91.64 +3.6%
Page 3 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%