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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 10 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DAL DELTA AIR LINES INC Industrials 51,311.0 $4.8M 0.09% +10K +22.8% $93.66 -12.1%
182 VOOV VANGUARD ADMIRAL FDS INC 21,862.0 $4.8M 0.09% $219.22 +4.4%
183 ASX ASE TECHNOLOGY HLDG CO LTD Technology 105,859.0 $4.8M 0.09% +15K +17.0% $45.12 -19.3%
184 VV VANGUARD INDEX FDS 13,830.0 $4.8M 0.09% $343.92 +2.5%
185 PPTA PERPETUA RESOURCES CORP Basic Materials 228,872.0 $4.8M 0.09% +50K +27.9% $20.76 +25.0%
186 TRGP TARGA RES CORP Energy 17,636.0 $4.7M 0.09% -3K -16.2% $268.15 +11.5%
187 UNP UNION PAC CORP Industrials 17,381.0 $4.7M 0.09% $272.01 +12.3%
188 HWM HOWMET AEROSPACE INC Industrials 17,192.0 $4.6M 0.09% +367.0 +2.2% $268.86 +1.4%
189 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 47,078.0 $4.6M 0.09% +2K +4.1% $97.03 +23.6%
190 CI THE CIGNA GROUP Healthcare 16,519.0 $4.6M 0.09% +105.0 +0.6% $275.69 +0.5%
191 SPGI S&P GLOBAL INC Financial Services 11,138.0 $4.5M 0.09% -2K -17.9% $407.21 +5.4%
192 JBHT HUNT J B TRANS SVCS INC Industrials 15,593.0 $4.5M 0.09% -905.0 -5.5% $289.43 -4.8%
193 SCHF SCHWAB STRATEGIC TR 162,570.0 $4.5M 0.09% +23K +16.3% $27.70 +2.7%
194 TMO THERMO FISHER SCIENTIFIC INC Healthcare 8,944.0 $4.5M 0.09% -993.0 -10.0% $501.95 +24.5%
195 IYW ISHARES TR 17,783.0 $4.5M 0.09% $252.23 -2.1%
196 ROKU ROKU INC Communication Services 31,889.0 $4.4M 0.08% +17K +111.1% $138.14 +14.4%
197 CAH CARDINAL HEALTH INC Healthcare 18,341.0 $4.4M 0.08% -3K -12.2% $237.57 -3.7%
198 SCHD SCHWAB STRATEGIC TR 137,327.0 $4.4M 0.08% NEW $31.71 +10.6%
199 CDNS CADENCE DESIGN SYSTEM INC Technology 11,495.0 $4.3M 0.08% -1K -8.5% $375.33 -15.1%
200 IJR ISHARES TR 29,045.0 $4.3M 0.08% +11K +57.3% $148.31 -0.8%
Page 10 of 62  ·  1,234 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%