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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 21 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AON AON PLC Financial Services 5,041.0 $1.6M 0.04% -2K -26.3% $322.82 -1.6%
402 CCL CARNIVAL CORP Consumer Cyclical 62,737.0 $1.6M 0.04% -41K -39.5% $25.88 +19.3%
403 FFIV F5 INC Technology 5,607.0 $1.6M 0.04% +2K +49.3% $289.33 +33.2%
404 CCJ CAMECO CORP Energy 14,909.0 $1.6M 0.04% +119.0 +0.8% $108.61 -2.0%
405 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,519.0 $1.6M 0.04% +2K +65.0% $292.78 +32.7%
406 GRMN GARMIN LTD Technology 6,919.0 $1.6M 0.04% -2K -17.9% $232.02 +0.9%
407 MOOG INC 5,479.0 $1.6M 0.04% +49.0 +0.9% $292.67
408 FR FIRST INDL RLTY TR INC Real Estate 27,426.0 $1.6M 0.04% +2K +8.6% $58.45 +5.7%
409 CIEN CIENA CORP Technology 4,125.0 $1.6M 0.04% NEW $388.23 +10.3%
410 CNQ CANADIAN NAT RES LTD MED TER Energy 32,451.0 $1.6M 0.04% +2K +5.9% $49.17 -16.5%
411 EGP EASTGROUP PPTYS INC Real Estate 8,520.0 $1.6M 0.04% +592.0 +7.5% $186.64 +7.1%
412 NVO NOVO-NORDISK A S Healthcare 41,837.0 $1.6M 0.04% -2K -5.1% $37.95 +13.8%
413 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 21,782.0 $1.6M 0.04% +1K +5.7% $72.87 +5.3%
414 BN BROOKFIELD CORP Financial Services 38,858.0 $1.6M 0.04% +9K +28.4% $40.47 +9.8%
415 FANG DIAMONDBACK ENERGY INC Energy 7,942.0 $1.6M 0.04% +2K +28.0% $197.81 -7.2%
416 RMD RESMED INC Healthcare 6,972.0 $1.6M 0.04% +1K +21.2% $224.48 -16.0%
417 AEP AMERICAN ELEC PWR CO INC Utilities 11,872.0 $1.6M 0.04% -4K -24.8% $131.09 -2.6%
418 OZK BANK OZK LITTLE ROCK ARK Financial Services 33,770.0 $1.5M 0.04% -10K -22.8% $45.89 +7.3%
419 BMA BANCO MACRO S A Financial Services 20,000.0 $1.5M 0.04% $77.37 +31.4%
420 GLOBUS MED INC 17,930.0 $1.5M 0.04% +1K +7.5% $86.16
Page 21 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%