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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 42 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FRDM EA SERIES TRUST 7,313.0 $401K 0.01% +633.0 +9.5% $54.88 +38.6%
822 PPG PPG INDS INC Basic Materials 3,716.0 $397K 0.01% -471.0 -11.2% $106.90 +10.6%
823 TS TENARIS S A Energy 6,808.0 $396K 0.01% -9K -56.3% $58.18 -1.6%
824 HMY HARMONY GOLD MNG LTD Basic Materials 25,768.0 $396K 0.01% -351.0 -1.3% $15.37 +10.7%
825 NXPI NXP SEMICONDUCTORS N V Technology 1,976.0 $396K 0.01% -2K -44.1% $200.31 +56.4%
826 PTC PTC INC Technology 2,771.0 $395K 0.01% -1K -30.0% $142.49 -19.5%
827 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,190.0 $394K 0.01% +198.0 +20.0% $330.92 -16.0%
828 ESGE ISHARES INC 8,654.0 $393K 0.01% $45.47 +24.4%
829 CANADIAN PACIFIC KANSAS CITY 4,979.0 $393K 0.01% -3K -37.5% $78.95
830 SPYV SPDR SERIES TRUST 6,939.0 $393K 0.01% $56.58 +7.6%
831 AER AERCAP HOLDINGS NV Industrials 2,840.0 $390K 0.01% NEW $137.18 +5.7%
832 PKG PACKAGING CORP AMER Consumer Cyclical 1,805.0 $390K 0.01% -704.0 -28.1% $215.82 +6.1%
833 FNDA SCHWAB STRATEGIC TR 12,008.0 $389K 0.01% $32.43 +14.0%
834 ICL ICL GROUP LTD Basic Materials 75,066.0 $388K 0.01% -24K -24.2% $5.17 -0.5%
835 CNA CNA FINL CORP Financial Services 8,442.0 $388K 0.01% NEW $45.92 -3.0%
836 CHRD CHORD ENERGY CORPORATION Energy 2,706.0 $385K 0.01% NEW $142.18 -13.4%
837 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,661.0 $384K 0.01% -7K -59.9% $82.33 -2.1%
838 DTE DTE ENERGY CO Utilities 2,571.0 $382K 0.01% -418.0 -14.0% $148.67 -0.7%
839 EXEL EXELIXIS INC Healthcare 8,883.0 $381K 0.01% +1K +13.3% $42.89 +21.0%
840 CNI CANADIAN NATL RY CO Industrials 3,702.0 $380K 0.01% +2K +82.5% $102.78 +10.4%
Page 42 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%