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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 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTO RENTOKIL INITIAL PLC Industrials 8,755.0 $276K 0.01% NEW $31.48 -9.5%
82 MATX MATSON INC Industrials 1,659.0 $272K 0.01% NEW $163.94 +16.7%
83 HELE HELEN OF TROY LTD Consumer Defensive 18,843.0 $272K 0.01% NEW $14.42 +83.6%
84 GLPI GAMING & LEISURE P Real Estate 6,024.0 $267K 0.01% NEW $44.37 +0.5%
85 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 8,727.0 $266K 0.01% NEW $30.48 +25.7%
86 TPL TEXAS PACIFIC LAND CORPORATI Energy 558.0 $265K 0.01% NEW $474.68 -25.2%
87 SEZL SEZZLE INC Financial Services 4,076.0 $258K 0.01% NEW $63.29 +158.0%
88 LYFT LYFT INC Technology 19,326.0 $257K 0.01% NEW $13.30 +7.4%
89 ALAB ASTERA LABS INC Technology 2,248.0 $246K 0.01% NEW $109.60 +280.5%
90 CNM CORE & MAIN INC Industrials 4,962.0 $245K 0.01% NEW $49.40 -1.7%
91 ENS ENERSYS Industrials 1,411.0 $245K 0.01% NEW $173.72 +31.2%
92 VOYA VOYA FINANCIAL INC Financial Services 3,583.0 $245K 0.01% NEW $68.33 +32.0%
93 KNTK KINETIK HOLDINGS INC Energy 5,027.0 $243K 0.01% NEW $48.41 -3.9%
94 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,467.0 $238K 0.01% NEW $96.63 +15.6%
95 STLA STELLANTIS N.V Consumer Cyclical 33,657.0 $238K 0.01% NEW $7.07 -10.3%
96 BARON ETF TR 10,924.0 $236K 0.01% NEW $21.58
97 SNN SMITH & NEPHEW PLC Healthcare 7,287.0 $235K 0.01% NEW $32.26 -6.8%
98 AIT APPLIED INDL TECHNOLOGIES IN Industrials 886.0 $235K 0.01% NEW $265.32 +27.4%
99 NTR NUTRIEN LTD Basic Materials 3,050.0 $233K 0.01% NEW $76.52 -17.8%
100 POWL POWELL INDS INC Industrials 427.0 $231K 0.01% NEW $541.08 -45.1%
Page 5 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%