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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 9 of 21  ·  418 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VOD VODAFONE GROUP PLC Communication Services 130,795.0 $1.8M 0.03% -1K -1.1% $13.50 +18.3%
162 HE HAWAIIAN ELEC INDS INC MTN B Utilities 130,257.0 $1.8M 0.03% -3K -2.5% $13.53 -15.0%
163 CME CME GROUP INC Financial Services 7,978.0 $1.8M 0.03% -1K -14.2% $220.84 +24.5%
164 FOXA FOX CORP Communication Services 33,522.0 $1.7M 0.03% -11K -24.3% $52.16 +31.4%
165 ES EVERSOURCE ENERGY Utilities 24,030.0 $1.7M 0.03% -1K -5.0% $72.27 -2.9%
166 OZK BANK OZK LITTLE ROCK ARK Financial Services 33,245.0 $1.7M 0.03% -525.0 -1.6% $52.09 -5.1%
167 NSC NORFOLK SOUTHN CORP Industrials 5,418.0 $1.7M 0.03% -943.0 -14.8% $314.59 +11.5%
168 TDG TRANSDIGM GROUP INC Industrials 1,278.0 $1.7M 0.03% -556.0 -30.3% $1332.04 -9.9%
169 USMV ISHARES TR 17,581.0 $1.7M 0.03% -382.0 -2.1% $96.46 +4.9%
170 LECO LINCOLN ELEC HLDGS INC Industrials 6,355.0 $1.7M 0.03% -1K -14.1% $266.47 +5.8%
171 TEL TE CONNECTIVITY PLC Technology 8,255.0 $1.7M 0.03% -2K -22.7% $201.63 +0.9%
172 RBRK RUBRIK INC. Technology 20,666.0 $1.7M 0.03% -1K -5.5% $80.28 +24.7%
173 AON AON PLC Financial Services 4,989.0 $1.7M 0.03% -52.0 -1.0% $331.70 +7.1%
174 PYPL PAYPAL HLDGS INC Financial Services 38,252.0 $1.7M 0.03% -48K -55.6% $43.18 +42.5%
175 CRL CHARLES RIV LABS INTL INC Healthcare 7,243.0 $1.6M 0.03% -1K -15.8% $226.79 +30.2%
176 BYD BOYD GAMING CORP Consumer Cyclical 18,367.0 $1.6M 0.03% -2K -10.7% $88.55 -8.8%
177 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 20,084.0 $1.6M 0.03% -2K -7.8% $79.67 +5.8%
178 MAA MID-AMER APT CMNTYS INC Real Estate 11,454.0 $1.6M 0.03% -1K -8.4% $138.94 -5.5%
179 APA APA CORPORATION Energy 48,639.0 $1.6M 0.03% -8K -14.2% $32.57 +33.2%
180 XLV SELECT SECTOR SPDR TR 9,921.0 $1.6M 0.03% -183.0 -1.8% $158.66 +10.1%
Page 9 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 34.9%
Financial Services 14.5%
Healthcare 12.0%
Industrials 8.5%
Consumer Cyclical 8.2%
Communication Services 5.6%
Basic Materials 3.7%
Energy 3.7%
Consumer Defensive 3.3%
Real Estate 3.2%