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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 22 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 2,268.0 $217K 0.01% -1K -31.3% $95.60 +36.7%
422 M MACYS INC Consumer Cyclical 11,319.0 $213K 0.01% -24K -68.3% $18.84 +28.1%
423 VCYT VERACYTE INC Healthcare 6,606.0 $213K 0.01% -442.0 -6.3% $32.21 +66.5%
424 ARKF ARK ETF TR 5,555.0 $211K 0.01% -1K -20.7% $38.01 +5.3%
425 EWI ISHARES INC 3,881.0 $207K 0.01% -250.0 -6.0% $53.42 +13.4%
426 AMTM AMENTUM HOLDINGS INC Industrials 7,842.0 $205K 0.01% -1K -15.8% $26.08 -16.9%
427 AN AUTONATION INC Consumer Cyclical 1,029.0 $201K 0.01% -5K -81.6% $195.26 -3.3%
428 TPB TURNING PT BRANDS INC Consumer Defensive 2,306.0 $200K 0.01% -186.0 -7.5% $86.87 -5.6%
429 HTBK HERITAGE COMM CORP Financial Services 14,812.0 $187K 0.01% -609.0 -4.0% $12.62 +6.6%
430 HTGC HERCULES CAPITAL INC Financial Services 11,515.0 $170K 0.00% -3K -19.0% $14.77 +4.9%
431 AMCX AMC NETWORKS INC Communication Services 22,328.0 $152K 0.00% -202.0 -0.9% $6.79 +37.8%
432 ENVX ENOVIX CORPORATION Industrials 26,870.0 $139K 0.00% -505.0 -1.8% $5.18 +36.7%
433 RXST RXSIGHT INC Healthcare 18,803.0 $116K 0.00% -2K -11.5% $6.16 -23.2%
434 AI C3 AI INC Technology 13,689.0 $115K 0.00% -12K -47.3% $8.42 +22.3%
435 TME TENCENT MUSIC ENTMT GROUP Communication Services 12,161.0 $113K 0.00% -5K -28.5% $9.28 -5.9%
436 NUS NU SKIN ENTERPRISES INC Consumer Defensive 14,784.0 $108K 0.00% -9K -37.4% $7.28 -31.0%
437 TDAY USA TODAY CO INC Communication Services 12,996.0 $92K 0.00% -311.0 -2.3% $7.05 +11.8%
438 LFST LIFESTANCE HEALTH GROUP INC Healthcare 13,931.0 $89K 0.00% -5K -24.9% $6.37 +41.0%
439 ARRY ARRAY TECHNOLOGIES INC Energy 11,135.0 $81K 0.00% -758.0 -6.4% $7.23 +10.7%
440 CIG CIA ENERGETICA DE MINAS GERA Utilities 10,143.0 $24K 0.00% -6K -36.4% $2.39 -14.2%
Page 22 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%