Caprock Group, LLC - Portfolio overview

Caprock Group, LLC has 1345 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 6.20%
2. NVDA - NVIDIA CORPORATION, 3.37%
3. AAPL - APPLE INC, 3.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.