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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 5 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTU INTUIT Technology 10,345.0 $4.5M 0.11% -2K -13.8% $432.40 -38.3%
82 CAH CARDINAL HEALTH INC Healthcare 20,878.0 $4.4M 0.11% -495.0 -2.3% $211.31 +4.9%
83 CB CHUBB LTD SWITZ Financial Services 13,105.0 $4.3M 0.10% -238.0 -1.8% $326.96 -1.1%
84 VOT VANGUARD INDEX FDS 16,476.0 $4.2M 0.10% -2K -10.4% $257.36 +19.0%
85 URI UNITED RENTALS INC Industrials 5,772.0 $4.2M 0.10% -904.0 -13.5% $728.62 +47.8%
86 KGC KINROSS GOLD CORP Basic Materials 136,202.0 $4.2M 0.10% -4K -2.6% $30.52 -12.6%
87 CMI CUMMINS INC Industrials 7,725.0 $4.2M 0.10% -1K -14.2% $538.08 +33.2%
88 CVS CVS HEALTH CORP Healthcare 57,813.0 $4.2M 0.10% -10K -14.3% $71.82 +36.9%
89 VV VANGUARD INDEX FDS 13,822.0 $4.1M 0.10% -384.0 -2.7% $298.87 +15.4%
90 IDXX IDEXX LABS INC Healthcare 7,339.0 $4.1M 0.10% -702.0 -8.7% $561.89 +0.0%
91 DIS DISNEY WALT CO Communication Services 42,656.0 $4.1M 0.10% -3K -6.9% $96.38 +7.8%
92 GLW CORNING INC Technology 29,749.0 $4.0M 0.10% -186.0 -0.6% $135.97 +43.4%
93 APH AMPHENOL CORP Technology 31,081.0 $3.9M 0.10% -7K -19.2% $126.65 +29.5%
94 CMCSA COMCAST CORP NEW Communication Services 136,629.0 $3.9M 0.10% -8K -5.2% $28.71 -21.9%
95 HWM HOWMET AEROSPACE INC Industrials 16,825.0 $3.9M 0.09% -513.0 -3.0% $230.47 +20.5%
96 TXG 10X GENOMICS INC Healthcare 181,822.0 $3.9M 0.09% -9K -4.8% $21.23 +63.7%
97 MCO MOODYS CORP Financial Services 8,764.0 $3.8M 0.09% -386.0 -4.2% $436.26 +3.3%
98 BLK BLACKROCK INC Financial Services 3,967.0 $3.8M 0.09% -615.0 -13.4% $961.86 +9.2%
99 MPC MARATHON PETE CORP Energy 15,557.0 $3.8M 0.09% -1K -8.4% $244.19 -0.5%
100 IJH ISHARES TR 53,336.0 $3.6M 0.09% -3K -5.7% $67.53 +12.2%
Page 5 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%