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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 19 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ON ON SEMICONDUCTOR CORP Technology 30,335.0 $1.9M 0.05% -5K -15.1% $61.92 +96.4%
362 ESS ESSEX PPTY TR INC Real Estate 7,618.0 $1.9M 0.04% -1K -12.0% $244.79 +11.8%
363 E ENI SPA Energy 32,400.0 $1.9M 0.04% +756.0 +2.4% $57.21 -14.4%
364 SKM SK TELECOM CO LTD Communication Services 63,181.0 $1.9M 0.04% +12K +24.1% $29.29 +23.6%
365 JEPQ J P MORGAN EXCHANGE TRADED F 33,322.0 $1.9M 0.04% $55.52 +10.5%
366 LECO LINCOLN ELEC HLDGS INC Industrials 7,397.0 $1.8M 0.04% -1K -13.7% $249.95 +10.1%
367 ZM ZOOM COMMUNICATIONS INC Technology 22,954.0 $1.8M 0.04% -15K -39.8% $80.39 +7.4%
368 TSCO TRACTOR SUPPLY CO Consumer Cyclical 40,593.0 $1.8M 0.04% -13K -24.9% $45.30 -33.2%
369 AG FIRST MAJESTIC SILVER CORP Basic Materials 85,000.0 $1.8M 0.04% $21.48 -16.2%
370 NSC NORFOLK SOUTHN CORP Industrials 6,361.0 $1.8M 0.04% -775.0 -10.9% $287.03 +4.5%
371 XLI SELECT SECTOR SPDR TR 11,280.0 $1.8M 0.04% +106.0 +0.9% $161.73 +11.9%
372 CGNX COGNEX CORP Technology 37,128.0 $1.8M 0.04% -5K -12.3% $48.99 +34.9%
373 MTZ MASTEC INC Industrials 5,586.0 $1.8M 0.04% +4K +201.1% $321.74 +18.0%
374 DHI D R HORTON INC Consumer Cyclical 13,083.0 $1.8M 0.04% +709.0 +5.7% $137.22 +15.0%
375 KB KB FINL GROUP INC Financial Services 17,769.0 $1.8M 0.04% -477.0 -2.6% $100.75 +6.0%
376 FCX FREEPORT MCMORAN INC Basic Materials 30,440.0 $1.8M 0.04% -1K -3.4% $58.78 +16.8%
377 TER TERADYNE INC Technology 6,020.0 $1.8M 0.04% +1K +24.2% $296.48 +47.7%
378 VBK VANGUARD INDEX FDS 5,889.0 $1.8M 0.04% -899.0 -13.2% $302.30 +17.9%
379 ESI ELEMENT SOLUTIONS INC Basic Materials 52,082.0 $1.8M 0.04% -8K -13.4% $34.14 +34.7%
380 CX CEMEX SA EURO MTN BE 144A Basic Materials 155,060.0 $1.8M 0.04% -15K -8.7% $11.44 +11.3%
Page 19 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%