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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 9 of 56  ·  1,109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VGT VANGUARD WORLD FD 6,497.0 $4.5M 0.11% -171.0 -2.6% $697.76 -82.8%
162 CTVA CORTEVA INC Basic Materials 53,710.0 $4.5M 0.11% +14K +33.9% $83.71 -6.1%
163 INTU INTUIT Technology 10,345.0 $4.5M 0.11% -2K -13.8% $432.40 -38.3%
164 VOOV VANGUARD ADMIRAL FDS INC 21,782.0 $4.4M 0.11% $203.79 +7.7%
165 GWW WW GRAINGER INC Industrials 4,054.0 $4.4M 0.11% +327.0 +8.8% $1090.89 +25.2%
166 CAH CARDINAL HEALTH INC Healthcare 20,878.0 $4.4M 0.11% -495.0 -2.3% $211.31 +4.9%
167 CI THE CIGNA GROUP Healthcare 16,414.0 $4.4M 0.11% +3K +20.1% $266.76 +4.7%
168 NEE NEXTERA ENERGY INC Utilities 46,145.0 $4.3M 0.10% +4K +8.9% $92.88 -6.6%
169 CB CHUBB LTD SWITZ Financial Services 13,105.0 $4.3M 0.10% -238.0 -1.8% $326.96 -1.1%
170 VOT VANGUARD INDEX FDS 16,476.0 $4.2M 0.10% -2K -10.4% $257.36 +19.0%
171 UNP UNION PAC CORP Industrials 17,459.0 $4.2M 0.10% +2K +14.3% $242.62 +5.9%
172 URI UNITED RENTALS INC Industrials 5,772.0 $4.2M 0.10% -904.0 -13.5% $728.62 +47.8%
173 LIN LINDE PLC Basic Materials 8,438.0 $4.2M 0.10% +1K +16.7% $495.79 +3.3%
174 KGC KINROSS GOLD CORP Basic Materials 136,202.0 $4.2M 0.10% -4K -2.6% $30.52 -12.6%
175 CMI CUMMINS INC Industrials 7,725.0 $4.2M 0.10% -1K -14.2% $538.08 +33.2%
176 CVS CVS HEALTH CORP Healthcare 57,813.0 $4.2M 0.10% -10K -14.3% $71.82 +36.9%
177 VV VANGUARD INDEX FDS 13,822.0 $4.1M 0.10% -384.0 -2.7% $298.87 +15.4%
178 IDXX IDEXX LABS INC Healthcare 7,339.0 $4.1M 0.10% -702.0 -8.7% $561.89 +0.0%
179 DIS DISNEY WALT CO Communication Services 42,656.0 $4.1M 0.10% -3K -6.9% $96.38 +7.8%
180 EWJ ISHARES INC 48,066.0 $4.1M 0.10% +4K +8.8% $84.44 +14.0%
Page 9 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%