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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 8 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FOXA FOX CORP Communication Services 44,268.0 $2.6M 0.06% -23K -33.9% $58.40 -10.6%
142 ADBE ADOBE INC Technology 10,553.0 $2.6M 0.06% -7K -38.5% $243.09 -19.7%
143 CW CURTISS WRIGHT CORP Industrials 3,751.0 $2.6M 0.06% -391.0 -9.4% $681.54 +13.3%
144 TSN TYSON FOODS INC Consumer Defensive 39,602.0 $2.5M 0.06% -15K -27.8% $64.07 -13.4%
145 LNG CHENIERE ENERGY INC Energy 8,694.0 $2.5M 0.06% -231.0 -2.6% $283.77 -20.0%
146 SPG SIMON PPTY GROUP INC NEW Real Estate 13,127.0 $2.4M 0.06% -3K -19.5% $186.54 +13.3%
147 MPWR MONOLITHIC PWR SYS INC Technology 2,159.0 $2.4M 0.06% -78.0 -3.5% $1096.00 +42.7%
148 ROL ROLLINS INC Consumer Cyclical 43,003.0 $2.3M 0.06% -8K -15.4% $53.41 -15.8%
149 TEL TE CONNECTIVITY PLC Technology 10,673.0 $2.2M 0.05% -2K -17.0% $209.03 +4.1%
150 AFL AFLAC INC Financial Services 20,307.0 $2.2M 0.05% -9K -30.7% $109.71 +5.2%
151 MPLX MPLX LP Energy 39,003.0 $2.2M 0.05% -4K -9.8% $57.07 -0.4%
152 NATWEST GROUP PLC 142,962.0 $2.2M 0.05% -7K -4.4% $15.51
153 WELL WELLTOWER INC Real Estate 11,160.0 $2.2M 0.05% -4K -26.3% $197.72 +4.5%
154 ZION ZIONS BANCORPORATION NATL AS Financial Services 37,945.0 $2.2M 0.05% -5K -10.8% $57.62 +14.8%
155 SCHA SCHWAB STRATEGIC TR 75,081.0 $2.2M 0.05% -4K -5.4% $29.08 +21.0%
156 CEG CONSTELLATION ENERGY CORP Utilities 7,790.0 $2.2M 0.05% -975.0 -11.1% $279.28 -1.9%
157 MRSH MARSH & MCLENNAN COS INC Financial Services 12,406.0 $2.2M 0.05% -554.0 -4.3% $173.46 -6.4%
158 CLH CLEAN HARBORS INC Industrials 7,498.0 $2.1M 0.05% -1K -12.0% $286.73 +0.7%
159 CRH PLC 20,341.0 $2.1M 0.05% -249.0 -1.2% $105.54
160 REGN REGENERON PHARMACEUTICALS Healthcare 2,768.0 $2.1M 0.05% -133.0 -4.6% $772.69 -21.1%
Page 8 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%