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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 3 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWO ISHARES TR 5,284.0 $2.1M 0.04% NEW $393.98 -1.7%
42 TLN TALEN ENERGY CORP Utilities 5,374.0 $2.1M 0.04% NEW $384.26 -18.2%
43 IWY ISHARES TR 6,856.0 $2.0M 0.04% NEW $290.63 -1.7%
44 BCS BARCLAYS PLC Financial Services 73,442.0 $2.0M 0.04% NEW $26.86 -0.1%
45 UPS UNITED PARCEL SVCS INC Industrials 17,427.0 $1.9M 0.04% NEW $107.50 -5.1%
46 EW EDWARDS LIFESCIENCES CORP Healthcare 20,684.0 $1.9M 0.04% NEW $90.46 -0.7%
47 NEBIUS GROUP N.V. 6,436.0 $1.8M 0.03% NEW $276.21
48 AGCO AGCO CORP Industrials 14,369.0 $1.7M 0.03% NEW $119.70 -10.8%
49 HMC HONDA MOTOR CO LTD Consumer Cyclical 61,936.0 $1.7M 0.03% NEW $27.11 +23.0%
50 CARNIVAL CORP LTD 56,157.0 $1.6M 0.03% NEW $28.57
51 EQH EQUITABLE HLDGS INC Financial Services 34,873.0 $1.5M 0.03% NEW $43.88 +11.4%
52 HUM HUMANA INC Healthcare 3,795.0 $1.5M 0.03% NEW $398.14 -4.9%
53 VRSN VERISIGN INC Technology 5,959.0 $1.5M 0.03% NEW $251.58 +12.0%
54 SRAD SPORTRADAR GROUP AG Technology 100,000.0 $1.5M 0.03% NEW $14.97 -13.2%
55 EXPAND ENERGY CORPORATION 15,821.0 $1.4M 0.03% NEW $91.19
56 GRUPO CIBEST SA 16,859.0 $1.4M 0.03% NEW $80.76
57 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,785.0 $1.4M 0.03% NEW $359.06 -1.7%
58 OXY OCCIDENTAL PETE CORP Energy 26,827.0 $1.3M 0.03% NEW $48.96 +25.2%
59 GL GLOBE LIFE INC Financial Services 7,349.0 $1.3M 0.03% NEW $178.70 -4.3%
60 FEDEX FGHT HLDG CO INC 8,091.0 $1.2M 0.02% NEW $151.00
Page 3 of 12  ·  236 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 34.9%
Financial Services 14.5%
Healthcare 12.0%
Industrials 8.5%
Consumer Cyclical 8.2%
Communication Services 5.6%
Basic Materials 3.7%
Energy 3.7%
Consumer Defensive 3.3%
Real Estate 3.2%