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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 27 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 STLD STEEL DYNAMICS INC Basic Materials 6,068.0 $1.1M 0.03% -211.0 -3.4% $180.62 +38.4%
522 GTES GATES INDL CORP PLC Industrials 48,446.0 $1.1M 0.03% -31K -38.9% $22.61 +24.2%
523 GAP GAP INC Consumer Cyclical 45,125.0 $1.1M 0.03% -2K -3.8% $24.20 -12.6%
524 DCI DONALDSON INC Industrials 12,743.0 $1.1M 0.03% -6K -31.2% $84.87 +0.8%
525 INDA ISHARES TR 22,920.0 $1.1M 0.03% $46.84 +5.8%
526 RBRK RUBRIK INC. Technology 21,864.0 $1.1M 0.03% +4K +21.4% $48.97 +43.4%
527 JHG JANUS HENDERSON GROUP PLC Financial Services 20,746.0 $1.1M 0.03% +2K +9.7% $51.37 +1.0%
528 EXPD EXPEDITORS INTL WASH INC Industrials 7,440.0 $1.1M 0.03% -181.0 -2.4% $143.23 +12.6%
529 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 9,239.0 $1.1M 0.03% +722.0 +8.5% $114.73 -0.6%
530 HDB HDFC BANK LTD Financial Services 42,130.0 $1.0M 0.03% -10K -19.4% $24.88 +0.7%
531 IDCC INTERDIGITAL INC Technology 3,457.0 $1.0M 0.03% -73.0 -2.1% $302.01 -2.0%
532 TECH BIO-TECHNE CORP Healthcare 19,976.0 $1.0M 0.03% -13K -39.5% $52.26 +10.9%
533 CNC CENTENE CORP DEL Healthcare 31,733.0 $1.0M 0.03% +204.0 +0.7% $32.74 +86.4%
534 MSM MSC INDL DIRECT INC Industrials 11,256.0 $1.0M 0.03% -11K -48.4% $92.27 +28.4%
535 SMR NUSCALE PWR CORP Utilities 95,771.0 $1.0M 0.03% +22K +30.3% $10.84 +8.3%
536 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 28,798.0 $1.0M 0.03% -212.0 -0.7% $36.04 -9.6%
537 DB DEUTSCHE BK AG Financial Services 34,824.0 $1.0M 0.03% -1K -3.8% $29.78 +18.4%
538 NVR NVR INC Consumer Cyclical 157.0 $1.0M 0.03% $6589.83 -1.5%
539 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,863.0 $1.0M 0.03% +2K +264.7% $358.79 -12.9%
540 DTM DT MIDSTREAM INC Energy 7,506.0 $1.0M 0.03% -3K -27.8% $135.95 +5.4%
Page 27 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%