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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 12 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IUSG ISHARES TR 20,633.0 $3.9M 0.07% $188.10 +1.0%
222 EMR EMERSON ELEC CO Industrials 26,984.0 $3.9M 0.07% +4K +18.4% $143.15 +9.5%
223 WMB WILLIAMS COS INC Energy 51,463.0 $3.8M 0.07% -3K -6.3% $74.34 -4.8%
224 NEE NEXTERA ENERGY INC Utilities 42,810.0 $3.8M 0.07% -3K -7.2% $87.77 -4.5%
225 UAL UNITED AIRLS HLDGS INC Industrials 27,592.0 $3.8M 0.07% -2K -6.8% $135.99 -16.9%
226 IJH ISHARES TR 48,396.0 $3.7M 0.07% -5K -9.3% $77.11 -0.4%
227 ODFL OLD DOMINION FREIGHT LINE IN Industrials 17,224.0 $3.7M 0.07% -207.0 -1.2% $216.60 -4.8%
228 BA BOEING CO Industrials 17,173.0 $3.7M 0.07% -247.0 -1.4% $216.48 -1.0%
229 SBUX STARBUCKS CORP Consumer Cyclical 35,747.0 $3.7M 0.07% +497.0 +1.4% $102.19 +3.9%
230 GFI GOLD FIELDS LTD Basic Materials 108,684.0 $3.7M 0.07% +1K +1.1% $33.59 +42.3%
231 EME EMCOR GROUP INC Industrials 4,396.0 $3.6M 0.07% +103.0 +2.4% $829.93 -6.0%
232 ULTA ULTA BEAUTY INC Consumer Cyclical 8,089.0 $3.6M 0.07% -3K -24.1% $450.99 +16.2%
233 VST VISTRA CORP Utilities 22,980.0 $3.6M 0.07% +21K +1368.4% $158.63 -14.0%
234 DDOG DATADOG INC Technology 13,807.0 $3.6M 0.07% +2K +17.6% $260.36 -10.3%
235 KEYS KEYSIGHT TECHNOLOGIES INC Technology 10,260.0 $3.6M 0.07% -1K -11.4% $350.07 -9.8%
236 ILMN ILLUMINA INC Healthcare 20,400.0 $3.6M 0.07% -487.0 -2.3% $175.83 +24.6%
237 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 149,157.0 $3.6M 0.07% +3K +1.7% $23.87 +4.9%
238 ABT ABBOTT LABORATORIES Healthcare 39,087.0 $3.5M 0.07% -9K -18.7% $90.74 +28.4%
239 DUHP DIMENSIONAL ETF TRUST 84,910.0 $3.5M 0.07% $41.73 +1.7%
240 MAS MASCO CORP Industrials 43,532.0 $3.5M 0.07% +315.0 +0.7% $81.37 -9.6%
Page 12 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%