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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 5 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO & CO Financial Services 105,592.0 $8.4M 0.20% -7K -6.6% $79.61 +3.3%
82 AMD ADVANCED MICRO DEVICES INC Technology 41,295.0 $8.4M 0.20% +420.0 +1.0% $203.43 +164.2%
83 APP APPLOVIN CORP Technology 20,969.0 $8.3M 0.20% +3K +15.2% $398.01 +18.0%
84 JBL JABIL INC Technology 31,394.0 $8.3M 0.20% +554.0 +1.8% $265.63 +40.0%
85 ASML ASML HLDG NV Technology 6,182.0 $8.2M 0.20% +203.0 +3.4% $1320.93 +46.1%
86 HCA HCA HEALTHCARE INC Healthcare 17,254.0 $8.2M 0.20% +865.0 +5.3% $473.25 -20.7%
87 UBER UBER TECHNOLOGIES INC Technology 111,475.0 $8.0M 0.20% +17K +18.0% $71.93 -0.4%
88 IWF ISHARES TR 18,234.0 $7.8M 0.19% +1K +7.2% $426.41 -71.1%
89 VIG VANGUARD SPECIALIZED FUNDS 35,573.0 $7.7M 0.19% +772.0 +2.2% $215.06 +9.4%
90 MCD MCDONALDS CORP Consumer Cyclical 24,434.0 $7.6M 0.18% +2K +8.3% $310.79 -10.4%
91 TJX TJX COS INC NEW Consumer Cyclical 47,535.0 $7.6M 0.18% -770.0 -1.6% $159.70 +2.6%
92 SCHW SCHWAB CHARLES CORP Financial Services 80,287.0 $7.5M 0.18% +5K +6.1% $93.98 -2.4%
93 VZ VERIZON COMMUNICATIONS INC Communication Services 148,104.0 $7.4M 0.18% +23K +18.3% $50.20 -9.6%
94 TMUS T-MOBILE US INC Communication Services 34,321.0 $7.2M 0.17% +4K +11.9% $210.03 -13.5%
95 BMY BRISTOL-MYERS SQUIBB CO Healthcare 118,132.0 $7.2M 0.17% +42K +55.2% $60.65 -11.0%
96 DUK DUKE ENERGY CORP NEW Utilities 54,158.0 $7.1M 0.17% +6K +12.6% $130.94 -5.4%
97 EBAY EBAY INC. Consumer Cyclical 77,423.0 $7.0M 0.17% -10K -11.7% $91.02 +18.9%
98 PFE PFIZER INC Healthcare 250,656.0 $7.0M 0.17% +49K +24.6% $28.08 -10.2%
99 PHM PULTE GROUP INC Consumer Cyclical 59,371.0 $7.0M 0.17% -6K -9.6% $117.88 +7.7%
100 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,661.0 $7.0M 0.17% -616.0 -27.1% $4210.49 -95.9%
Page 5 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%