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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 51 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 AIT APPLIED INDL TECHNOLOGIES IN Industrials 886.0 $235K 0.01% NEW $265.32 +27.4%
1002 HZO MARINEMAX INC Consumer Cyclical 8,659.0 $234K 0.01% -235.0 -2.6% $27.06 +29.2%
1003 NVCR NOVOCURE LTD Healthcare 21,449.0 $234K 0.01% -90K -80.8% $10.90 +31.0%
1004 NTR NUTRIEN LTD Basic Materials 3,050.0 $233K 0.01% NEW $76.52 -17.8%
1005 DXCM DEXCOM INC Healthcare 3,710.0 $233K 0.01% -7K -64.9% $62.80 +15.4%
1006 POWL POWELL INDS INC Industrials 427.0 $231K 0.01% NEW $541.08 -45.1%
1007 VEEV VEEVA SYS INC Healthcare 1,310.0 $230K 0.01% NEW $175.66 -12.7%
1008 TMDX TRANSMEDICS GROUP INC Healthcare 2,312.0 $230K 0.01% +295.0 +14.6% $99.41 -20.7%
1009 BAP CREDICORP LTD Financial Services 677.0 $230K 0.01% -416.0 -38.1% $339.22 +12.8%
1010 IHS IHS HOLDING LIMITED Communication Services 27,763.0 $228K 0.01% NEW $8.23 -1.1%
1011 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 6,883.0 $228K 0.01% +733.0 +11.9% $33.07 +1.4%
1012 AVUS AMERICAN CENTY ETF TR 2,043.0 $227K 0.01% $111.20 +14.8%
1013 DFIV DIMENSIONAL ETF TRUST 4,302.0 $227K 0.01% -192.0 -4.3% $52.79 +4.8%
1014 GRFS GRIFOLS S A Healthcare 28,309.0 $227K 0.01% NEW $8.02 -7.7%
1015 ACMR ACM RESH INC Technology 5,742.0 $226K 0.01% -4K -42.9% $39.35 +179.2%
1016 LBRT LIBERTY ENERGY INC Energy 7,839.0 $226K 0.01% NEW $28.80 -5.6%
1017 AUB ATLANTIC UN BANKSHARES CORP Financial Services 6,303.0 $225K 0.01% $35.74 +9.6%
1018 VFC V F CORP Consumer Cyclical 13,253.0 $225K 0.01% NEW $16.99 +2.0%
1019 FV FIRST TR EXCHANGE TRADED FD 3,723.0 $225K 0.01% +500.0 +15.5% $60.44 +20.5%
1020 GIS GENERAL MILLS INC Consumer Defensive 6,015.0 $224K 0.01% +1K +32.9% $37.22 -10.2%
Page 51 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%