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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 18 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 7,277.0 $344K 0.01% -5K -41.0% $47.33 -44.2%
342 EXEL EXELIXIS INC Healthcare 6,327.0 $344K 0.01% -3K -28.8% $54.41 -0.6%
343 WEX WEX INC Technology 2,440.0 $344K 0.01% -4K -61.5% $141.09 +41.7%
344 CWEN CLEARWAY ENERGY INC Utilities 10,027.0 $343K 0.01% -1K -11.4% $34.18 -4.7%
345 RDW REDWIRE CORPORATION Industrials 27,789.0 $340K 0.01% -34K -54.7% $12.23 -1.7%
346 SFM SPROUTS FMRS MKT INC Consumer Defensive 3,935.0 $333K 0.01% -1K -27.2% $84.58 -4.1%
347 HLI HOULIHAN LOKEY INC Financial Services 2,461.0 $330K 0.01% -1K -30.1% $134.17 -3.8%
348 KSS KOHLS CORP Consumer Cyclical 18,444.0 $327K 0.01% -13K -40.4% $17.72 -0.7%
349 LPLA LPL FINL HLDGS INC Financial Services 1,153.0 $325K 0.01% -2K -61.5% $281.69 +28.3%
350 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 3,187.0 $325K 0.01% -3K -44.0% $101.88 +10.5%
351 NI NISOURCE INC Utilities 6,671.0 $317K 0.01% -11K -61.2% $47.55 -14.6%
352 LIBERTY GLOBAL LTD 27,459.0 $312K 0.01% -22K -44.0% $11.37
353 PAYSAFE LIMITED 41,547.0 $310K 0.01% -615.0 -1.5% $7.47
354 ROL ROLLINS INC Consumer Cyclical 7,290.0 $304K 0.01% -36K -83.0% $41.74 -11.6%
355 DOCU DOCUSIGN INC Technology 6,750.0 $300K 0.01% -18K -72.9% $44.42 +39.6%
356 OKTA OKTA INC Technology 2,117.0 $289K 0.01% -11K -83.4% $136.45 -1.0%
357 BBNX BETA BIONICS INC Healthcare 18,346.0 $287K 0.01% -501.0 -2.7% $15.67 +21.6%
358 WTS WATTS WATER TECHNOLOGIES INC Industrials 734.0 $287K 0.01% -164.0 -18.3% $391.45 -4.1%
359 WCN WASTE CONNECTIONS INC Industrials 1,717.0 $286K 0.01% -825.0 -32.5% $166.69 +1.6%
360 ABEV AMBEV SA Consumer Defensive 90,118.0 $285K 0.01% -4K -4.7% $3.16 -8.9%
Page 18 of 21  ·  418 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%