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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 5 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABNB AIRBNB INC Consumer Cyclical 28,876.0 $4.1M 0.08% -7K -19.9% $143.10 +29.3%
82 HL HECLA MINING COMPANY Basic Materials 266,848.0 $4.1M 0.08% -4K -1.6% $15.43 +34.9%
83 CB CHUBB LIMITED Financial Services 11,882.0 $4.1M 0.08% -1K -9.3% $341.80 +0.3%
84 LOW LOWES COS INC Consumer Cyclical 17,744.0 $3.9M 0.07% -4K -20.1% $220.50 -1.4%
85 WMB WILLIAMS COS INC Energy 51,463.0 $3.8M 0.07% -3K -6.3% $74.34 -3.6%
86 NEE NEXTERA ENERGY INC Utilities 42,810.0 $3.8M 0.07% -3K -7.2% $87.77 -3.1%
87 UAL UNITED AIRLS HLDGS INC Industrials 27,592.0 $3.8M 0.07% -2K -6.8% $135.99 -17.9%
88 IJH ISHARES TR 48,396.0 $3.7M 0.07% -5K -9.3% $77.11 -1.0%
89 ODFL OLD DOMINION FREIGHT LINE IN Industrials 17,224.0 $3.7M 0.07% -207.0 -1.2% $216.60 -5.6%
90 BA BOEING CO Industrials 17,173.0 $3.7M 0.07% -247.0 -1.4% $216.48 -0.6%
91 ULTA ULTA BEAUTY INC Consumer Cyclical 8,089.0 $3.6M 0.07% -3K -24.1% $450.99 +14.2%
92 KEYS KEYSIGHT TECHNOLOGIES INC Technology 10,260.0 $3.6M 0.07% -1K -11.4% $350.07 -9.6%
93 ILMN ILLUMINA INC Healthcare 20,400.0 $3.6M 0.07% -487.0 -2.3% $175.83 +21.3%
94 ABT ABBOTT LABORATORIES Healthcare 39,087.0 $3.5M 0.07% -9K -18.7% $90.74 +25.9%
95 DFAC DIMENSIONAL ETF TRUST 78,132.0 $3.5M 0.07% -1K -1.3% $44.36 +2.3%
96 RL RALPH LAUREN CORP Consumer Cyclical 8,536.0 $3.4M 0.07% -124.0 -1.4% $402.45 -7.4%
97 TT TRANE TECHNOLOGIES PLC Industrials 6,911.0 $3.4M 0.07% -471.0 -6.4% $491.23 -8.2%
98 MDT MEDTRONIC PLC Healthcare 42,195.0 $3.3M 0.06% -16K -27.2% $79.02 +16.8%
99 SHW SHERWIN WILLIAMS CO Basic Materials 9,557.0 $3.3M 0.06% -475.0 -4.7% $344.34 +0.7%
100 CDE COEUR MNG INC Basic Materials 201,396.0 $3.3M 0.06% -10K -4.6% $16.32 +29.4%
Page 5 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 34.2%
Financial Services 14.2%
Healthcare 11.7%
Industrials 8.3%
Consumer Cyclical 8.0%
Communication Services 7.6%
Energy 3.7%
Basic Materials 3.6%
Consumer Defensive 3.3%
Real Estate 3.1%