account_balance
Investment manager · 13F filer · SEC CIK 1610769
Caprock Group, LLC
Reported value$5.22Bas of Jun 30, 2026
Positions1,234 236 new, 111 sold out
Top 10 weight27.1%VTI alone is 6%
FiledJul 2727 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
6.3%
NVDANvidia Corporation
3.5%
AAPLApple Inc
3.2%
VOOVanguard Index FDS
2.6%
SSentinelone Inc
2.5%
LQDALiquidia Corporation
2.2%Added +3%
MSFTMicrosoft Corp
2.0%New
AMZNAmazon Com Inc
1.7%
GOOGLAlphabet Inc
1.7%Trimmed −3%
LLYEli Lilly & Co
1.6%
GOOGAlphabet Inc
1.5%Trimmed −2%
VXUSVanguard Star FDS
1.5%
VTIVanguard Index FDS
6.3%
AAPLApple Inc
3.2%
VOOVanguard Index FDS
2.6%
SSentinelone Inc
2.5%
LQDA2.2%MSFT2.0%AMZN1.7%GOOGL1.7%LLY1.6%GOOG1.5%VXUS1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 6.3% Held
NVDA Nvidia Corporation 3.5% HeldAAPL Apple Inc 3.2% HeldVOO Vanguard Index FDS 2.6% Held
S Sentinelone Inc 2.5% HeldLQDA Liquidia Corporation 2.2% Added +3%MSFT Microsoft Corp 2.0% NewAMZN Amazon Com Inc 1.7% HeldGOOGL Alphabet Inc 1.7% Trimmed −3%LLY Eli Lilly & Co 1.6% HeldGOOG Alphabet Inc 1.5% Trimmed −2%VXUS Vanguard Star FDS 1.5% Held
What changed