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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
Q2 2026 Q1 2026 · All 136 New 408 Added 441 Reduced
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 +13.7%
202 JBHT HUNT J B TRANS SVCS INC Industrials 16,498.0 $3.5M 0.09% -908.0 -5.2% $211.90 +30.0%
203 CDNS CADENCE DESIGN SYSTEM INC Technology 12,566.0 $3.5M 0.09% +977.0 +8.4% $277.89 +14.8%
204 BA BOEING CO Industrials 17,420.0 $3.5M 0.08% +11K +186.5% $199.03 +7.6%
205 SCHF SCHWAB STRATEGIC TR 139,736.0 $3.5M 0.08% -2K -1.3% $24.75 +15.0%
206 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 158,793.0 $3.4M 0.08% -12K -6.9% $21.66 +34.1%
207 ODFL OLD DOMINION FREIGHT LINE IN Industrials 17,431.0 $3.4M 0.08% +2K +15.4% $195.40 +5.7%
208 SLB SLB LIMITED Energy 65,264.0 $3.4M 0.08% -13K -17.0% $51.71 +4.2%
209 EOG EOG RES INC Energy 23,306.0 $3.4M 0.08% +8K +56.2% $144.57 +5.9%
210 SRE SEMPRA Utilities 33,878.0 $3.3M 0.08% $97.87 -15.3%
211 APLD APPLIED DIGITAL CORP Technology 139,068.0 $3.3M 0.08% $23.74 +14.6%
212 DLTR DOLLAR TREE INC Consumer Defensive 30,105.0 $3.3M 0.08% +11K +59.9% $109.51 +20.1%
213 SNDK SANDISK CORP Technology 5,185.0 $3.3M 0.08% NEW $635.39 +151.2%
214 MTUM ISHARES TR 13,664.0 $3.3M 0.08% -317.0 -2.3% $239.99 +27.2%
215 KEYS KEYSIGHT TECHNOLOGIES INC Technology 11,580.0 $3.3M 0.08% +1K +12.2% $282.37 +12.0%
216 LMT LOCKHEED MARTIN CORP Industrials 5,370.0 $3.2M 0.08% +552.0 +11.5% $604.47 -6.8%
217 IYW ISHARES TR 17,820.0 $3.2M 0.08% -314.0 -1.7% $181.42 +36.3%
218 COIN COINBASE GLOBAL INC Financial Services 18,509.0 $3.2M 0.08% -386.0 -2.0% $174.62 +6.8%
219 SHW SHERWIN WILLIAMS CO Basic Materials 10,032.0 $3.2M 0.08% -67.0 -0.7% $320.56 +8.1%
220 IUSG ISHARES TR 20,633.0 $3.2M 0.08% +3K +16.3% $155.11 +22.4%
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 29.8%
Financial Services 13.7%
Healthcare 12.0%
Consumer Cyclical 9.7%
Industrials 8.0%
Communication Services 7.4%
Basic Materials 5.1%
Energy 5.1%
Consumer Defensive 3.5%
Real Estate 3.3%