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Funds / Caprock Group, LLC
Institutional Fund

Caprock Group, LLC

Boise, IDCIK 16107694 filings on record

Portfolio Value
$4.12B
Q1 2026
Holdings
1,109
Reported positions
New Buys
136
Opened this quarter
QoQ Change
-13.0%
from $4.73B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds6.9%
  • Nvidia Corporation3.8%
  • Apple Inc3.5%
  • Vanguard Index Fds2.8%
  • Sentinelone Inc2.4%
  • Amazon Com Inc1.9%
  • Other78.7%

Portfolio Holdings

1,109 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds891.1K$285.87M6.9%3.4KReduced
2Nvidia Corporation890.0K$155.22M3.8%+1.6KAdded
3Apple Inc570.3K$144.73M3.5%19.0KReduced
4Vanguard Index Fds191.9K$114.67M2.8%10.1KReduced
5Sentinelone Inc7.74M$99.71M2.4%8.1KReduced
6Amazon Com Inc367.5K$76.55M1.9%11.4KReduced
7Alphabet Inc255.6K$73.50M1.8%+2.8KAdded
8Vanguard Star Fds892.2K$68.80M1.7%+5.6KAdded
9Alphabet Inc231.3K$66.34M1.6%10.1KReduced
10Eli Lilly & Co67.0K$61.63M1.5%1.5KReduced

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