Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Caprock Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Caprock Group, LLC (CIK 1610769) reported $5.22B across 1,234 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($328.1M, 6.29%), NVDA ($180.7M, 3.46%), AAPL ($164.6M, 3.15%), VOO ($133.6M, 2.56%), S ($131.3M, 2.52%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$328.1M6.29%886,893Trimmed
2NVDANVIDIA CORPORATION$180.7M3.46%902,890Added
3AAPLAPPLE INC$164.6M3.15%568,800Trimmed
4VOOVANGUARD INDEX FDS$133.6M2.56%194,593Added
5SSENTINELONE INC$131.3M2.52%7.7MTrimmed
6LQDALIQUIDIA CORPORATION$112.4M2.15%1.4MAdded
7MSFTMICROSOFT CORP$103.5M1.98%277,477New
8AMZNAMAZON COM INC$88.3M1.69%370,678Added
9GOOGLALPHABET INC$88.3M1.69%247,094Trimmed
10LLYELI LILLY & CO$81.8M1.57%68,190Added
11GOOGALPHABET INC$79.8M1.53%225,787Trimmed
12VXUSVANGUARD STAR FDS$76.4M1.46%893,166Added
13TSMTAIWAN SEMICONDUCTOR MANUFAC$61.9M1.19%129,333Added
14SCHBSCHWAB STRATEGIC TR$60.4M1.16%2.1MTrimmed
15ELSEQUITY LIFESTYLE PROPERTIES$60.5M1.16%930,118Trimmed
16SPYSTATE STR SPDR S&P 500 ETF T$59.9M1.15%79,972Added
17AVGOBROADCOM INC$57.9M1.11%153,182Added
18MUMICRON TECHNOLOGY INC$54.0M1.04%46,817Added
19IWVISHARES TR$50.8M0.97%119,191Trimmed
20QQQINVESCO QQQ TR$47.6M0.91%64,652New
21VEUVANGUARD INTL EQUITY INDEX F$44.9M0.86%535,806Trimmed
22ITOTISHARES TR$43.4M0.83%264,396Trimmed
23TSLATESLA INC$42.4M0.81%100,882Added
24VEAVANGUARD TAX-MANAGED FDS$40.7M0.78%571,191New
25METAMETA PLATFORMS INC$40.3M0.77%71,461Trimmed

Source: SEC Form 13F filings · as of 2026-06-30