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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 33 of 62  ·  1,234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 OMC OMNICOM GROUP INC Communication Services 12,808.0 $949K 0.02% +3K +26.1% $74.13 +18.1%
642 TKR TIMKEN CO Industrials 6,483.0 $942K 0.02% NEW $145.33 -13.9%
643 FAF FIRST AMERN FINL CORP Financial Services 13,690.0 $939K 0.02% -512.0 -3.6% $68.59 +4.6%
644 VOYA VOYA FINANCIAL INC Financial Services 10,337.0 $936K 0.02% +7K +188.5% $90.54 +8.0%
645 GPRE GREEN PLAINS INC Basic Materials 60,747.0 $934K 0.02% NEW $15.38 +5.7%
646 ARW ARROW ELECTRS INC Technology 4,369.0 $932K 0.02% -1K -24.8% $213.41 -1.2%
647 XEL XCEL ENERGY INC Utilities 11,493.0 $932K 0.02% -847.0 -6.9% $81.08 -5.9%
648 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 201,100.0 $929K 0.02% $4.62 -23.6%
649 AXS AXIS CAP HLDGS LTD Financial Services 8,568.0 $924K 0.02% -3K -26.5% $107.90 -8.5%
650 XMTR XOMETRY INC Industrials 9,566.0 $923K 0.02% -6K -36.6% $96.52 -13.4%
651 MKL MARKEL GROUP INC Financial Services 472.0 $922K 0.02% +20.0 +4.4% $1953.01 -8.1%
652 VHT VANGUARD WORLD FD 3,080.0 $921K 0.02% +1K +65.2% $299.01 +9.6%
653 AVEM AMERICAN CENTY ETF TR 9,543.0 $921K 0.02% +2K +24.3% $96.49 -2.3%
654 STE STERIS PLC Healthcare 4,370.0 $920K 0.02% +2K +116.5% $210.60 +13.0%
655 EPI WISDOMTREE TR 21,376.0 $914K 0.02% -470.0 -2.1% $42.78 +0.5%
656 MYE MYERS INDS INC Consumer Cyclical 25,690.0 $911K 0.02% +10K +59.1% $35.45 -5.4%
657 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 10,384.0 $904K 0.02% $87.04 +7.8%
658 ARM ARM HOLDINGS PLC Technology 2,528.0 $896K 0.02% NEW $354.57 -31.4%
659 NTES NETEASE COM INC Technology 6,964.0 $892K 0.02% +1K +24.9% $128.14 +0.0%
660 VOE VANGUARD INDEX FDS 4,500.0 $889K 0.02% $197.66 +5.6%
Page 33 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%