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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VEEV VEEVA SYS INC Healthcare 1,310.0 $230K 0.01% NEW $175.66 -12.7%
102 IHS IHS HOLDING LIMITED Communication Services 27,763.0 $228K 0.01% NEW $8.23 -1.1%
103 GRFS GRIFOLS S A Healthcare 28,309.0 $227K 0.01% NEW $8.02 -7.7%
104 LBRT LIBERTY ENERGY INC Energy 7,839.0 $226K 0.01% NEW $28.80 -5.6%
105 VFC V F CORP Consumer Cyclical 13,253.0 $225K 0.01% NEW $16.99 +2.0%
106 AA ALCOA CORP Basic Materials 3,370.0 $224K 0.01% NEW $66.33 -10.5%
107 DRS LEONARDO DRS INC Industrials 4,944.0 $220K 0.01% NEW $44.52 +3.5%
108 BCPC BALCHEM CORP Basic Materials 1,292.0 $219K 0.01% NEW $169.48 -2.1%
109 AVT AVNET INC Technology 3,553.0 $219K 0.01% NEW $61.62 +48.4%
110 MOH MOLINA HEALTHCARE INC Healthcare 1,628.0 $217K 0.01% NEW $133.30 +46.6%
111 TTMI TTM TECHNOLOGIES INC Technology 2,223.0 $217K 0.01% NEW $97.42 +122.2%
112 TNET TRINET GROUP INC Industrials 5,941.0 $216K 0.01% NEW $36.43 +24.3%
113 IMKTA INGLES MKTS INC Consumer Defensive 2,382.0 $214K 0.01% NEW $89.89 -2.7%
114 CMC COMMERCIAL METALS CO Basic Materials 3,444.0 $212K 0.01% NEW $61.43 +17.8%
115 PAYX PAYCHEX INC Industrials 2,218.0 $204K 0.01% NEW $92.12 +6.6%
116 AMCOR PLC 5,118.0 $203K 0.01% NEW $39.75
117 IWN ISHARES TR 1,065.0 $202K 0.01% NEW $189.76 +14.3%
118 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 3,096.0 $202K 0.01% NEW $65.09 +32.2%
119 WBS WEBSTER FINL CORP Financial Services 2,894.0 $201K 0.01% NEW $69.44 +8.9%
120 PSO PEARSON PLC Communication Services 15,032.0 $201K 0.01% NEW $13.36 +11.3%
Page 6 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%