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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 11 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LAMR LAMAR ADVERTISING CO Real Estate 11,911.0 $1.5M 0.04% -5K -28.4% $126.66 +18.2%
202 TTC TORO CO Industrials 15,989.0 $1.5M 0.04% -1K -6.0% $93.87 -1.3%
203 MGA MAGNA INTL INC Consumer Cyclical 26,751.0 $1.5M 0.04% -685.0 -2.5% $55.81 +17.1%
204 CRL CHARLES RIV LABS INTL INC Healthcare 8,600.0 $1.5M 0.04% -2K -21.9% $172.50 +7.2%
205 XLV SELECT SECTOR SPDR TR 10,104.0 $1.5M 0.04% -237.0 -2.3% $146.61 +1.9%
206 EMXC ISHARES INC 18,736.0 $1.5M 0.04% -1K -5.2% $78.66 +34.4%
207 WCC WESCO INTL INC Industrials 5,381.0 $1.5M 0.04% -2K -24.9% $273.67 +33.5%
208 DASH DOORDASH INC Communication Services 9,786.0 $1.5M 0.04% -722.0 -6.9% $150.15 +15.5%
209 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 20,543.0 $1.5M 0.04% -1K -6.0% $71.18 -13.5%
210 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 129,562.0 $1.5M 0.04% -7K -5.3% $11.27 +1.0%
211 CRI CARTERS INC Consumer Cyclical 40,175.0 $1.4M 0.04% -58K -58.9% $35.76 +19.0%
212 BALL BALL CORP Consumer Cyclical 24,284.0 $1.4M 0.04% -1K -5.6% $59.11 -2.4%
213 PNW PINNACLE WEST CAP CORP Utilities 14,239.0 $1.4M 0.04% -89.0 -0.6% $100.76 +1.6%
214 COLB COLUMBIA BKG SYS INC Financial Services 52,211.0 $1.4M 0.04% -24K -31.8% $27.43 +11.4%
215 ROKU ROKU INC Communication Services 15,106.0 $1.4M 0.04% -3K -16.5% $94.62 +45.9%
216 KT KT CORP Communication Services 64,919.0 $1.4M 0.03% -6K -8.8% $21.66 -15.4%
217 DDOG DATADOG INC Technology 11,745.0 $1.4M 0.03% -4K -24.9% $118.05 +88.9%
218 HUBB HUBBELL INC Industrials 2,822.0 $1.4M 0.03% -1K -34.0% $490.74 +6.7%
219 MCHI ISHARES TR 24,481.0 $1.4M 0.03% -3K -11.1% $56.18 -6.1%
220 MELI MERCADOLIBRE INC Consumer Cyclical 773.0 $1.3M 0.03% -8.0 -1.0% $1729.85 -5.5%
Page 11 of 23  ·  441 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%