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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 7 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTU INTUIT Technology 10,103.0 $2.6M 0.05% -242.0 -2.3% $261.02 +38.6%
122 ED CONSOLIDATED EDISON INC Utilities 23,807.0 $2.6M 0.05% -1K -4.1% $110.63 -2.1%
123 WSM WILLIAMS SONOMA INC Consumer Cyclical 11,219.0 $2.6M 0.05% -112.0 -1.0% $233.12 +1.1%
124 MPWR MONOLITHIC PWR SYS INC Technology 1,886.0 $2.6M 0.05% -273.0 -12.6% $1385.16 -5.4%
125 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 22,728.0 $2.6M 0.05% -4K -15.4% $112.74 +14.5%
126 TFC TRUIST FINL CORP Financial Services 51,036.0 $2.5M 0.05% -6K -11.3% $49.82 +0.8%
127 ET ENERGY TRANSFER L P Energy 130,780.0 $2.5M 0.05% -6K -4.2% $19.12 +10.9%
128 CMCSA COMCAST CORP NEW Communication Services 101,379.0 $2.5M 0.05% -35K -25.8% $24.55 +7.6%
129 NATWEST GROUP PLC 140,159.0 $2.5M 0.05% -3K -2.0% $17.63
130 ON ON SEMICONDUCTOR CORP Technology 25,532.0 $2.4M 0.05% -5K -15.8% $94.54 -21.0%
131 LMT LOCKHEED MARTIN CORP Industrials 4,656.0 $2.4M 0.04% -714.0 -13.3% $509.47 +12.2%
132 ESI ELEMENT SOLUTIONS INC Basic Materials 49,086.0 $2.3M 0.04% -3K -5.8% $47.75 -25.6%
133 NOW SERVICENOW INC Technology 23,323.0 $2.3M 0.04% -4K -14.2% $99.28 +30.7%
134 SYK STRYKER CORPORATION Healthcare 7,231.0 $2.3M 0.04% -2K -21.5% $315.74 +3.8%
135 ST SENSATA TECHNOLOGIES HLDG PL Technology 47,669.0 $2.3M 0.04% -6K -11.5% $47.74 -12.2%
136 SNA SNAP ON INC Industrials 5,574.0 $2.2M 0.04% -71.0 -1.3% $402.46 -2.8%
137 DFAT DIMENSIONAL ETF TRUST 31,234.0 $2.2M 0.04% -225.0 -0.7% $69.90 +1.8%
138 VIV TELEFONICA BRASIL SA Communication Services 158,654.0 $2.2M 0.04% -5K -3.2% $13.67 -17.9%
139 FLEX FLEX LTD Technology 13,351.0 $2.2M 0.04% -370.0 -2.7% $162.07 -31.9%
140 UNILEVER PLC 35,089.0 $2.1M 0.04% -6K -13.9% $60.12
Page 7 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%