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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 21 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ALKS ALKERMES PLC Healthcare 7,715.0 $273K 0.01% -801.0 -9.4% $35.36 +27.2%
402 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 7,277.0 $267K 0.01% -68.0 -0.9% $36.75 +6.3%
403 ENSG ENSIGN GROUP INC Healthcare 1,292.0 $260K 0.01% -290.0 -18.3% $201.59 -23.8%
404 EPOL ISHARES TR 7,069.0 $257K 0.01% -332.0 -4.5% $36.41 +9.2%
405 TXT TEXTRON INC Industrials 2,815.0 $247K 0.01% -9K -75.8% $87.68 +2.0%
406 AMERICA MOVIL SAB DE CV 9,640.0 $246K 0.01% -3K -22.3% $25.48
407 AMT AMERICAN TOWER CORP Real Estate 1,422.0 $246K 0.01% -3K -67.3% $172.70 +1.9%
408 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,242.0 $243K 0.01% -5K -60.6% $74.94 +12.6%
409 FIDELIS INSURANCE HOLDINGS L 12,678.0 $242K 0.01% -4K -21.9% $19.11
410 EXPO EXPONENT INC Industrials 3,680.0 $240K 0.01% -88.0 -2.3% $65.26 -12.8%
411 SF STIFEL FINL CORP Financial Services 3,234.0 $239K 0.01% -558.0 -14.7% $73.92 -0.5%
412 MTW MANITOWOC CO INC Industrials 20,490.0 $239K 0.01% -120.0 -0.6% $11.65 +13.0%
413 SCHE SCHWAB STRATEGIC TR 7,151.0 $236K 0.01% -300.0 -4.0% $32.95 +11.9%
414 HZO MARINEMAX INC Consumer Cyclical 8,659.0 $234K 0.01% -235.0 -2.6% $27.06 +29.2%
415 NVCR NOVOCURE LTD Healthcare 21,449.0 $234K 0.01% -90K -80.8% $10.90 +31.0%
416 DXCM DEXCOM INC Healthcare 3,710.0 $233K 0.01% -7K -64.9% $62.80 +15.4%
417 BAP CREDICORP LTD Financial Services 677.0 $230K 0.01% -416.0 -38.1% $339.22 +12.8%
418 DFIV DIMENSIONAL ETF TRUST 4,302.0 $227K 0.01% -192.0 -4.3% $52.79 +4.8%
419 ACMR ACM RESH INC Technology 5,742.0 $226K 0.01% -4K -42.9% $39.35 +179.2%
420 ATO ATMOS ENERGY CORP Utilities 1,192.0 $220K 0.01% -3K -68.5% $184.72 -7.9%
Page 21 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%