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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 56 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 INTEGRA RES CORP 15,100.0 $41K 0.00% $2.73
1102 SABR SABRE CORP Consumer Cyclical 22,895.0 $33K 0.00% $1.45 +29.7%
1103 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 11,504.0 $32K 0.00% $2.78 -5.8%
1104 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 30,000.0 $27K 0.00% $0.89 -25.5%
1105 BITFARMS LTD 12,560.0 $24K 0.00% NEW $1.95
1106 CIG CIA ENERGETICA DE MINAS GERA Utilities 10,143.0 $24K 0.00% -6K -36.4% $2.39 -14.2%
1107 GOSS GOSSAMER BIO INC Healthcare 70,000.0 $23K 0.00% -10K -12.5% $0.33 -48.9%
1108 OPK OPKO HEALTH INC Healthcare 16,770.0 $19K $1.14 +24.6%
1109 PRPL PURPLE INNOVATION INC Consumer Cyclical 27,420.0 $18K $0.66 -35.3%
Page 56 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%