Arkolith/Funds/Caprock Group, LLC

Caprock Group, LLC

CIK 1610769
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Active Filer

Caprock Group, LLC holds a diversified book of 1109 stocks worth $4.1B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Coeur Mining Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
136
new positions
Added to
440
existing
Trimmed
455
reduced
Sold out
201
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
28%
Top 20 holdings
39%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

73% mapped to company sectors

ETF / fund or unclassified
27%
Information Technology
26%
Financials
10%
Health Care
8%
Industrials
7%
Consumer Discretionary
6%
Materials
5%
Real Estate
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,109 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$285.9M891.1K
6.9%
−0.4%
Reduced · −3K sh
2Nvidia Corporation
COM
$155.2M890.0K
3.8%
+0.2%
Added · +2K sh
3Apple Inc
COM
$144.7M570.3K
3.5%
−3.2%
Reduced · −19K sh
4Vanguard Index FDS
S&P 500 ETF SHS
$114.7M191.9K
2.8%
−5.0%
Reduced · −10K sh
5Sentinelone Inc
CL A
$99.7M7.74M
2.4%
−0.1%
Reduced · −8K sh
6Amazon Com Inc
COM
$76.5M367.5K
1.9%
−3.0%
Reduced · −11K sh
7Alphabet Inc
CAP STK CL A
$73.5M255.6K
1.8%
+1.1%
Added · +3K sh
8Vanguard Star FDS
VG TL INTL STK F
$68.8M892.2K
1.7%
+0.6%
Added · +6K sh
9Alphabet Inc
CAP STK CL C
$66.3M231.3K
1.6%
−4.2%
Reduced · −10K sh
10Eli Lilly & Co
COM
$61.6M67.0K
1.5%
−2.2%
Reduced · −1K sh
11Equity Lifestyle Properties
COM
$59.1M939.2K
1.4%
−1.0%
Reduced · −9K sh
12Schwab Strategic TR
US BRD MKT ETF
$52.5M2.09M
1.3%
+0.4%
Added · +8K sh
13Meta Platforms Inc
CL A
$51.9M90.8K
1.3%
−3.5%
Reduced · −3K sh
14Liquidia Corporation
COM NEW
$51.6M1.37M
1.3%
−23%
Reduced · −417K sh
15State STR SPDR S&P 500 ETF T
TR UNIT
$50.6M77.5K
1.2%
+1.5%
Added · +1K sh
16Broadcom Inc
COM
$46.9M151.6K
1.1%
−0.9%
Reduced · −1K sh
17Ishares TR
RUSSELL 3000 ETF
$44.8M120.7K
1.1%
−3.6%
Reduced · −5K sh
18Vanguard Intl Equity Index F
ALLWRLD EX US
$40.9M544.2K
1.0%
+6.5%
Added · +33K sh
19Taiwan Semiconductor Manufac
SPONSORED ADS
$39.7M117.3K
1.0%
+52%
Added · +40K sh
20Ishares TR
CORE S&P TTL STK
$37.7M264.5K
0.9%
−1.4%
Reduced · −4K sh
21Tesla Inc
COM
$34.5M92.7K
0.8%
+8.6%
Added · +7K sh
22Berkshire Hathaway Inc Del
CL B NEW
$33.6M70.1K
0.8%
+1.6%
Added · +1K sh
23Palantir Technologies Inc
CL A
$29.5M201.6K
0.7%
+0.7%
Added · +1K sh
24JPMorgan Chase & Co
COM
$29.3M99.7K
0.7%
−4.2%
Reduced · −4K sh
25Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$27.9M516.3K
0.7%
−15%
Reduced · −92K sh
26Alamos Gold Inc
COM CL A
$26.7M599.9K
0.6%
+22%
Added · +108K sh
27Agnico Eagle Mines Ltd
COM
$25.9M127.5K
0.6%
−7.2%
Reduced · −10K sh
28Exxon Mobil Corp
COM
$22.7M133.5K
0.5%
+1.8%
Added · +2K sh
29Visa Inc
COM CL A
$22.1M73.2K
0.5%
−7.2%
Reduced · −6K sh
30Goldman Sachs Group Inc
COM
$21.9M25.9K
0.5%
−8.0%
Reduced · −2K sh
31Johnson & Johnson
COM
$21.8M89.4K
0.5%
+4.0%
Added · +3K sh
32Ge Aerospace
COM NEW
$21.0M74.0K
0.5%
−4.2%
Reduced · −3K sh
33Ge Vernova Inc
COM
$20.3M23.3K
0.5%
−1.1%
Reduced · −252 sh
34Kinder Morgan Inc Del
COM
$19.0M566.3K
0.5%
+4.7%
Added · +26K sh
35Netflix Inc.
COM
$18.7M194.0K
0.5%
−27%
Reduced · −71K sh
36Amgen Inc
COM
$18.4M52.3K
0.4%
+136%
Added · +30K sh
37Accenture PLC Ireland
SHS CLASS A
$17.2M86.9K
0.4%
−11%
Reduced · −11K sh
38Vanguard Index FDS
MID CAP ETF
$17.1M59.5K
0.4%
+2.3%
Added · +1K sh
39Ishares TR
CORE MSCI EAFE
$16.7M184.6K
0.4%
−1.1%
Reduced · −2K sh
40Berkshire Hathaway Inc Del
CL A
$16.5M23
0.4%
+15%
Added · +3 sh
41Costco Wholesale Corporation
COM
$16.0M16.0K
0.4%
−1.2%
Reduced · −192 sh
42Chevron Corporation
COM
$15.7M76.0K
0.4%
+7.5%
Added · +5K sh
43Vanguard Index FDS
GROWTH ETF
$15.5M35.6K
0.4%
+40%
Added · +10K sh
44Roblox Corp
CL A
$15.4M272.0K
0.4%
−2.7%
Reduced · −8K sh
45Vanguard World FD
ESG US STK ETF
$15.3M135.9K
0.4%
−11%
Reduced · −17K sh
46Ishares TR
CORE S&P500 ETF
$15.0M23.0K
0.4%
−4.1%
Reduced · −977 sh
47Citigroup Inc
COM NEW
$14.8M130.9K
0.4%
−6.6%
Reduced · −9K sh
48Mastercard Incorporated
CL A
$14.4M28.7K
0.3%
−12%
Reduced · −4K sh
49Micron Technology Inc
COM
$14.3M42.3K
0.3%
+12%
Added · +5K sh
50Abbvie Inc
COM
$13.6M62.5K
0.3%
+1.4%
Added · +852 sh
Showing 50 of 1,109 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 20261,109$4.1B13F-HR
Q4 2025Dec 31, 2025Jan 28, 20261,191$4.7B13F-HR
Q3 2025Sep 30, 2025Nov 6, 20251,121$4.1B13F-HR
Q1 2025Mar 31, 2025May 15, 20251,074$3.3B13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025996$3.1B13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024902$2.7B13F-HR
Q2 2024Jun 30, 2024Aug 6, 2024859$2.5B13F-HR
Q1 2024Mar 31, 2024Apr 29, 2024715$1.7B13F-HR
Q4 2023Dec 31, 2023Jan 18, 2024693$1.6B13F-HR
Q3 2023Sep 30, 2023Oct 18, 2023659$1.3B13F-HR
Q2 2023Jun 30, 2023Aug 10, 2023659$1.4B13F-HR
Q1 2023Mar 31, 2023Apr 26, 2023641$1.3B13F-HR
Q4 2022Dec 31, 2022Jan 23, 2023554$1.1B13F-HR
Q3 2022Sep 30, 2022Nov 7, 2022569$1.0B13F-HR
Q2 2022Jun 30, 2022Jul 26, 2022551$1.0B13F-HR
Q1 2022Mar 31, 2022Apr 12, 2022611$1.1B13F-HR
Q4 2021Dec 31, 2021Jan 18, 2022579$1.2B13F-HR
Q3 2021Sep 30, 2021Oct 7, 2021532$1.1B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021520$1.1B13F-HR
Q1 2021Mar 31, 2021Apr 29, 2021495$914.4M13F-HR
Q4 2020Dec 31, 2020Jan 29, 2021485$877.0M13F-HR
Q3 2020Sep 30, 2020Oct 29, 2020413$730.6M13F-HR
Q2 2020Jun 30, 2020Aug 5, 2020420$665.5M13F-HR
Q1 2020Mar 31, 2020Apr 28, 2020354$528.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.