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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 43 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SMG SCOTTS MIRACLE-GRO CO Basic Materials 6,236.0 $379K 0.01% NEW $60.81 +6.4%
842 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,472.0 $377K 0.01% NEW $152.51 +12.3%
843 IXJ ISHARES TR 4,014.0 $375K 0.01% $93.54 -0.6%
844 TLK TELEKOMUNIKASI IND Communication Services 20,100.0 $375K 0.01% +3K +21.0% $18.68 -20.3%
845 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 629.0 $373K 0.01% +20.0 +3.3% $593.42 -9.6%
846 SSD SIMPSON MFG INC Industrials 2,172.0 $373K 0.01% +153.0 +7.6% $171.67 +16.6%
847 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 5,691.0 $371K 0.01% NEW $65.12 +50.4%
848 PODD INSULET CORP Healthcare 1,765.0 $371K 0.01% -6K -78.0% $209.96 -30.6%
849 BNS BANK NOVA SCOTIA B C Financial Services 5,328.0 $369K 0.01% -3K -36.5% $69.31 +25.6%
850 TOST TOAST INC Technology 13,894.0 $368K 0.01% +6K +76.7% $26.51 -7.0%
851 SITM SITIME CORP Technology 1,066.0 $368K 0.01% -329.0 -23.6% $345.35 +111.1%
852 XLU SELECT SECTOR SPDR TR 7,992.0 $367K 0.01% NEW $45.89 -2.5%
853 ANNALY CAPITAL MANAGEMENT IN 16,711.0 $365K 0.01% +4K +27.2% $21.85
854 R RYDER SYS INC Industrials 1,779.0 $364K 0.01% +311.0 +21.2% $204.71 +28.7%
855 COUR COURSERA INC Consumer Defensive 62,549.0 $364K 0.01% +42K +200.5% $5.82 -8.1%
856 BSM BLACK STONE MINERALS L P Energy 24,071.0 $364K 0.01% $15.12 -7.3%
857 CSGP COSTAR GROUP INC Real Estate 8,981.0 $362K 0.01% NEW $40.34 -25.3%
858 MKSI MKS INC. Technology 1,568.0 $360K 0.01% +190.0 +13.8% $229.81 +76.8%
859 PGF INVESCO EXCHANGE TRADED FD T 26,068.0 $359K 0.01% $13.76 +0.7%
860 NU NU HLDGS LTD Financial Services 24,949.0 $359K 0.01% -8K -23.4% $14.37 -11.6%
Page 43 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%