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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 11 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IJH ISHARES TR 53,336.0 $3.6M 0.09% -3K -5.7% $67.53 +12.2%
202 JBHT HUNT J B TRANS SVCS INC Industrials 16,498.0 $3.5M 0.09% -908.0 -5.2% $211.90 +28.0%
203 CDNS CADENCE DESIGN SYSTEM INC Technology 12,566.0 $3.5M 0.09% +977.0 +8.4% $277.89 +39.4%
204 BA BOEING CO Industrials 17,420.0 $3.5M 0.08% +11K +186.5% $199.03 +11.9%
205 SCHF SCHWAB STRATEGIC TR 139,736.0 $3.5M 0.08% -2K -1.3% $24.75 +14.1%
206 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 158,793.0 $3.4M 0.08% -12K -6.9% $21.66 +13.0%
207 ODFL OLD DOMINION FREIGHT LINE IN Industrials 17,431.0 $3.4M 0.08% +2K +15.4% $195.40 +13.1%
208 SLB SLB LIMITED Energy 65,264.0 $3.4M 0.08% -13K -17.0% $51.71 -7.0%
209 EOG EOG RES INC Energy 23,306.0 $3.4M 0.08% +8K +56.2% $144.57 -10.1%
210 SRE SEMPRA Utilities 33,878.0 $3.3M 0.08% $97.87 -7.3%
211 APLD APPLIED DIGITAL CORP Technology 139,068.0 $3.3M 0.08% $23.74 +96.3%
212 DLTR DOLLAR TREE INC Consumer Defensive 30,105.0 $3.3M 0.08% +11K +59.9% $109.51 +2.0%
213 SANDISK CORP 5,185.0 $3.3M 0.08% NEW $635.39
214 MTUM ISHARES TR 13,664.0 $3.3M 0.08% -317.0 -2.3% $239.99 +41.1%
215 KEYS KEYSIGHT TECHNOLOGIES INC Technology 11,580.0 $3.3M 0.08% +1K +12.2% $282.37 +28.8%
216 LMT LOCKHEED MARTIN CORP Industrials 5,370.0 $3.2M 0.08% +552.0 +11.5% $604.47 -15.5%
217 IYW ISHARES TR 17,820.0 $3.2M 0.08% -314.0 -1.7% $181.42 +39.8%
218 COIN COINBASE GLOBAL INC Financial Services 18,509.0 $3.2M 0.08% -386.0 -2.0% $174.62 -6.5%
219 SHW SHERWIN WILLIAMS CO Basic Materials 10,032.0 $3.2M 0.08% -67.0 -0.7% $320.56 +0.1%
220 IUSG ISHARES TR 20,633.0 $3.2M 0.08% +3K +16.3% $155.11 +21.6%
Page 11 of 56  ·  1,109 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%