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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 50 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AMT AMERICAN TOWER CORP Real Estate 1,422.0 $246K 0.01% -3K -67.3% $172.70 +1.9%
982 CNM CORE & MAIN INC Industrials 4,962.0 $245K 0.01% NEW $49.40 -1.7%
983 ENS ENERSYS Industrials 1,411.0 $245K 0.01% NEW $173.72 +31.2%
984 VOYA VOYA FINANCIAL INC Financial Services 3,583.0 $245K 0.01% NEW $68.33 +32.0%
985 IDU ISHARES TR 2,099.0 $244K 0.01% +98.0 +4.9% $116.11 -3.1%
986 FIRST FNDTN INC 41,272.0 $244K 0.01% +8K +25.0% $5.90
987 KNTK KINETIK HOLDINGS INC Energy 5,027.0 $243K 0.01% NEW $48.41 -3.9%
988 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,242.0 $243K 0.01% -5K -60.6% $74.94 +12.6%
989 FIDELIS INSURANCE HOLDINGS L 12,678.0 $242K 0.01% -4K -21.9% $19.11
990 JSML JANUS DETROIT STR TR 3,452.0 $242K 0.01% +524.0 +17.9% $70.07 +29.9%
991 PRCH PORCH GROUP INC Technology 33,542.0 $240K 0.01% +17K +101.6% $7.17 +72.7%
992 EXPO EXPONENT INC Industrials 3,680.0 $240K 0.01% -88.0 -2.3% $65.26 -12.8%
993 SF STIFEL FINL CORP Financial Services 3,234.0 $239K 0.01% -558.0 -14.7% $73.92 -0.5%
994 MTW MANITOWOC CO INC Industrials 20,490.0 $239K 0.01% -120.0 -0.6% $11.65 +13.0%
995 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,467.0 $238K 0.01% NEW $96.63 +15.6%
996 STLA STELLANTIS N.V Consumer Cyclical 33,657.0 $238K 0.01% NEW $7.07 -10.3%
997 BARON ETF TR 10,924.0 $236K 0.01% NEW $21.58
998 SCHE SCHWAB STRATEGIC TR 7,151.0 $236K 0.01% -300.0 -4.0% $32.95 +11.9%
999 VST VISTRA CORP Utilities 1,565.0 $235K 0.01% +67.0 +4.5% $150.33 +8.9%
1000 SNN SMITH & NEPHEW PLC Healthcare 7,287.0 $235K 0.01% NEW $32.26 -6.8%
Page 50 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%