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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 6 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MAR MARRIOTT INTL INC NEW Consumer Cyclical 8,804.0 $3.3M 0.06% -7K -43.4% $370.63 -3.8%
102 ISRG INTUITIVE SURGICAL INC Healthcare 8,202.0 $3.3M 0.06% -2K -22.6% $397.73 -5.8%
103 SOFI SOFI TECHNOLOGIES INC Financial Services 170,937.0 $3.1M 0.06% -23K -12.1% $17.93 -0.1%
104 LHX L3HARRIS TECHNOLOGIES INC Industrials 10,468.0 $3.0M 0.06% -250.0 -2.3% $290.60 -6.9%
105 BLK BLACKROCK INC Financial Services 3,135.0 $3.0M 0.06% -832.0 -21.0% $961.82 +18.5%
106 SRE SEMPRA Utilities 31,655.0 $3.0M 0.06% -2K -6.6% $93.48 -6.5%
107 CRM SALESFORCE INC Technology 18,706.0 $2.9M 0.06% -10K -34.8% $157.46 +30.5%
108 CF CF INDUSTRIES HOLD Basic Materials 26,976.0 $2.9M 0.06% -2K -5.4% $108.26 +16.1%
109 GWW WW GRAINGER INC Industrials 2,116.0 $2.9M 0.06% -2K -47.8% $1360.60 -4.4%
110 CCK CROWN HLDGS INC Consumer Cyclical 25,549.0 $2.9M 0.06% -5K -15.2% $111.82 +4.8%
111 EXC EXELON CORP Utilities 61,277.0 $2.9M 0.06% -2K -3.1% $46.62 -3.3%
112 FICO FAIR ISAAC CORP Technology 2,360.0 $2.8M 0.05% -64.0 -2.6% $1194.92 -3.8%
113 AMP AMERIPRISE FINL INC Financial Services 6,037.0 $2.8M 0.05% -687.0 -10.2% $458.78 +19.2%
114 SLB SLB LIMITED Energy 58,861.0 $2.8M 0.05% -6K -9.8% $46.80 +14.4%
115 WAB WABTEC Industrials 10,139.0 $2.7M 0.05% -1K -9.7% $269.62 +8.4%
116 MMM 3M CO Industrials 16,508.0 $2.7M 0.05% -3K -15.6% $161.92 +10.1%
117 FAST FASTENAL CO Industrials 55,518.0 $2.7M 0.05% -961.0 -1.7% $48.03 +5.5%
118 WM WASTE MGMT INC DEL Industrials 11,957.0 $2.7M 0.05% -2K -14.1% $222.89 +0.9%
119 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 77,986.0 $2.6M 0.05% -74K -48.7% $33.88 +8.6%
120 FIVE FIVE BELOW INC Consumer Cyclical 14,670.0 $2.6M 0.05% -2K -10.5% $179.79 +31.4%
Page 6 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%