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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 6 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JBHT HUNT J B TRANS SVCS INC Industrials 16,498.0 $3.5M 0.09% -908.0 -5.2% $211.90 +28.0%
102 SCHF SCHWAB STRATEGIC TR 139,736.0 $3.5M 0.08% -2K -1.3% $24.75 +14.1%
103 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 158,793.0 $3.4M 0.08% -12K -6.9% $21.66 +13.0%
104 SLB SLB LIMITED Energy 65,264.0 $3.4M 0.08% -13K -17.0% $51.71 -7.0%
105 MTUM ISHARES TR 13,664.0 $3.3M 0.08% -317.0 -2.3% $239.99 +41.1%
106 IYW ISHARES TR 17,820.0 $3.2M 0.08% -314.0 -1.7% $181.42 +39.8%
107 COIN COINBASE GLOBAL INC Financial Services 18,509.0 $3.2M 0.08% -386.0 -2.0% $174.62 -6.5%
108 SHW SHERWIN WILLIAMS CO Basic Materials 10,032.0 $3.2M 0.08% -67.0 -0.7% $320.56 +0.1%
109 ITW ILLINOIS TOOL WKS INC Industrials 12,155.0 $3.2M 0.08% -195.0 -1.6% $261.95 +0.8%
110 PSX PHILLIPS 66 Energy 17,267.0 $3.1M 0.08% -1K -5.9% $182.19 -8.8%
111 EXC EXELON CORP Utilities 63,240.0 $3.1M 0.07% -3K -4.4% $49.02 -6.5%
112 SOFI SOFI TECHNOLOGIES INC Financial Services 194,420.0 $3.1M 0.07% -33K -14.4% $15.88 +12.8%
113 DFAC DIMENSIONAL ETF TRUST 79,160.0 $3.1M 0.07% -3K -3.1% $38.86 +13.7%
114 SYK STRYKER CORPORATION Healthcare 9,210.0 $3.0M 0.07% -806.0 -8.1% $329.60 -6.6%
115 CCK CROWN HLDGS INC Consumer Cyclical 30,145.0 $3.0M 0.07% -7K -18.1% $100.25 +1.3%
116 RL RALPH LAUREN CORP Consumer Cyclical 8,660.0 $3.0M 0.07% -1K -11.3% $345.00 +19.7%
117 EMR EMERSON ELEC CO Industrials 22,799.0 $3.0M 0.07% -3K -11.6% $131.02 +15.0%
118 LEIDOS HOLDINGS INC 19,034.0 $3.0M 0.07% -565.0 -2.9% $155.52
119 SAP SAP SE Technology 16,944.0 $2.9M 0.07% -1K -5.8% $171.22 -9.3%
120 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 146,641.0 $2.9M 0.07% -7K -4.7% $19.75 +27.7%
Page 6 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%