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Asset Manager ← All Institutions

Caprock Group, LLC

Q2 2025 · Filed 2025-05-15
Market Value
$0
-100.0%
Holdings
1,057
-104
New Purchases
0
Added To
0
Closed
1,057
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $0 0%
Large Cap 641 $0 0%
Mid Cap 243 $0 0%
Small Cap 75 $0 0%
Micro Cap 22 $0 0%

Portfolio Analytics

Avg Market Cap
$91.7B
Median Market Cap
$22.5B
Avg P/E
29.0
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
874
# ETFs / Funds
183

Top Holdings (1,057 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLW —% -$2M -37,424 -100.0% SOLD
2 PAC —% -$455K -2,454 -100.0% SOLD
3 ESTC —% -$482K -5,407 -100.0% SOLD
4 ABT —% -$8M -60,058 -100.0% SOLD
5 T —% -$10M -342,367 -100.0% SOLD
6 YUM —% -$751K -4,773 -100.0% SOLD
7 BDX —% -$1M -6,266 -100.0% SOLD
8 FMX —% -$612K -6,266 -100.0% SOLD
9 EXPD —% -$484K -4,023 -100.0% SOLD
10 AMP —% -$3M -5,467 -100.0% SOLD
11 APAM —% -$334K -8,540 -100.0% SOLD
12 ACN —% -$31M -99,522 -100.0% SOLD
13 FDX —% -$3M -11,644 -100.0% SOLD
14 FINV —% -$2M -200,623 -100.0% SOLD
15 AIR —% -$210K -3,742 -100.0% SOLD
16 BRK-A —% -$8M -10 -100.0% SOLD
17 CB —% -$3M -11,321 -100.0% SOLD
18 DIS —% -$4M -43,868 -100.0% SOLD
19 CVX —% -$11M -66,449 -100.0% SOLD
20 AR —% -$2M -58,467 -100.0% SOLD
21 ED —% -$2M -16,707 -100.0% SOLD
22 ALSN —% -$940K -9,823 -100.0% SOLD
23 ASX —% -$722K -82,441 -100.0% SOLD
24 EMN —% -$933K -10,501 -100.0% SOLD
25 DECK —% -$364K -3,251 -100.0% SOLD
26 NOW —% -$4M -4,416 -100.0% SOLD
27 ALL —% -$4M -16,838 -100.0% SOLD
28 OC —% -$935K -6,521 -100.0% SOLD
29 BFAM —% -$229K -1,799 -100.0% SOLD
30 HLI —% -$726K -4,492 -100.0% SOLD
31 JHG —% -$377K -10,423 -100.0% SOLD
32 YETI —% -$701K -21,192 -100.0% SOLD
33 UBER —% -$6M -77,326 -100.0% SOLD
34 HMC —% -$1M -42,190 -100.0% SOLD
35 CVS —% -$3M -37,185 -100.0% SOLD
36 HPE —% -$2M -109,261 -100.0% SOLD
37 PB —% -$457K -6,355 -100.0% SOLD
38 AME —% -$582K -3,380 -100.0% SOLD
39 NFG —% -$412K -5,166 -100.0% SOLD
40 DINO —% -$324K -9,857 -100.0% SOLD
41 UI —% -$373K -1,202 -100.0% SOLD
42 WTM —% -$354K -184 -100.0% SOLD
43 UAA —% -$73K -11,604 -100.0% SOLD
44 ALG —% -$266K -1,493 -100.0% SOLD
45 LHX —% -$764K -3,649 -100.0% SOLD
46 AEM —% -$15M -136,552 -100.0% SOLD
47 AGCO —% -$820K -8,858 -100.0% SOLD
48 BMY —% -$5M -77,386 -100.0% SOLD
49 XOM —% -$13M -106,039 -100.0% SOLD
50 M —% -$135K -10,536 -100.0% SOLD
51 ZTS —% -$4M -22,685 -100.0% SOLD
52 BBVA —% -$2M -151,382 -100.0% SOLD
53 CUBE —% -$1M -24,612 -100.0% SOLD
54 CFG —% -$1M -33,309 -100.0% SOLD
55 EGP —% -$467K -2,631 -100.0% SOLD
56 NEE —% -$2M -34,861 -100.0% SOLD
57 AVTR —% -$301K -18,577 -100.0% SOLD
58 ALLE —% -$816K -6,257 -100.0% SOLD
59 AMT —% -$3M -13,910 -100.0% SOLD
60 SHV —% -$315K -2,854 -100.0% SOLD
61 CMG —% -$2M -37,021 -100.0% SOLD
62 HWM —% -$2M -14,748 -100.0% SOLD
63 KEYS —% -$614K -4,096 -100.0% SOLD
64 GPC —% -$828K -6,889 -100.0% SOLD
65 THG —% -$548K -3,153 -100.0% SOLD
66 TFII —% -$248K -3,182 -100.0% SOLD
67 AIG —% -$3M -37,596 -100.0% SOLD
68 D —% -$882K -15,723 -100.0% SOLD
69 DLR —% -$1M -7,525 -100.0% SOLD
70 BN —% -$1M -19,627 -100.0% SOLD
71 IQV —% -$681K -3,863 -100.0% SOLD
72 HLT —% -$785K -3,449 -100.0% SOLD
73 WES —% -$738K -18,006 -100.0% SOLD
74 RELX —% -$2M -39,448 -100.0% SOLD
75 TEVA —% -$2M -145,411 -100.0% SOLD
76 STLA —% -$112K -10,104 -100.0% SOLD
77 SE —% -$465K -3,565 -100.0% SOLD
78 APD —% -$1M -4,615 -100.0% SOLD
79 AXTA —% -$282K -8,497 -100.0% SOLD
80 ARE —% -$374K -3,962 -100.0% SOLD
81 WTRG —% -$263K -6,657 -100.0% SOLD
82 CX —% -$265K -47,318 -100.0% SOLD
83 TRGP —% -$4M -17,835 -100.0% SOLD
84 HESM —% -$477K -11,275 -100.0% SOLD
85 AON —% -$2M -5,092 -100.0% SOLD
86 TME —% -$221K -15,348 -100.0% SOLD
87 CARR —% -$1M -19,385 -100.0% SOLD
88 NOK —% -$520K -98,652 -100.0% SOLD
89 PSX —% -$2M -14,375 -100.0% SOLD
90 AMH —% -$241K -6,361 -100.0% SOLD
91 LYB —% -$575K -8,172 -100.0% SOLD
92 ADC —% -$340K -4,388 -100.0% SOLD
93 CBZ —% -$757K -9,973 -100.0% SOLD
94 VICI —% -$3M -100,864 -100.0% SOLD
95 ANET —% -$4M -45,182 -100.0% SOLD
96 VOYA —% -$431K -6,362 -100.0% SOLD
97 GGB —% -$253K -89,075 -100.0% SOLD
98 GE —% -$15M -74,096 -100.0% SOLD
99 SNOW —% -$605K -4,136 -100.0% SOLD
100 NCLH —% -$410K -21,611 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AME —%
PAC —%
ESTC —%
ABT —%
T —%
YUM —%
BDX —%
FMX —%
EXPD —%
AMP —%
APAM —%
ACN —%
NFG —%
GLW —%
AIR —%
View SEC EDGAR Filings for Caprock Group, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms