SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Caprock Group, LLC

CIK 0001610769 · 800 WEST MAIN STREET, SUITE 1150, BOISE, ID, 83702 · 208-368-9600

Reported Value
$4.7B
Q4 2025
Positions
1,191
Filings on Record
29
2019–present window
Filed
Jan 28, 2026
original filing

Summary

Caprock Group, Llc reported $4.7B in U.S.-listed holdings across 1,191 positions for Q4 2025.

Its largest position, VTI, represents 6.3% of the portfolio.

Compared with Q3 2025, the fund opened 192 new positions and exited 122.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $434MQ4 ’18Q1 ’19: $515MQ2 ’19: $512MQ3 ’19: $512MQ4 ’19: $559MQ4 ’19Q1 ’20: $528MQ2 ’20: $666MQ3 ’20: $731MQ4 ’20: $877MQ4 ’20Q1 ’21: $914MQ2 ’21: $1.1BQ3 ’21: $1.1BQ4 ’21: $1.2BQ4 ’21Q1 ’22: $1.1BQ2 ’22: $1.0BQ3 ’22: $1.0BQ4 ’22: $1.07TQ4 ’22Q1 ’23: $1.3BQ2 ’23: $1.4BQ3 ’23: $1.3BQ4 ’23: $1.6BQ4 ’23Q1 ’24: $1.7BQ2 ’24: $2.5BQ3 ’24: $2.7BQ4 ’24: $3.1BQ4 ’24Q1 ’25: $3.3BQ3 ’25: $4.1BQ4 ’25: $4.7BQ1 ’26: $4.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.1B1,109May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$4.7B1,191Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.1B1,121Nov 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.3B1,074May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.1B996Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.7B902Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.5B859Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.7B715Apr 29, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.6B693Jan 18, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.3B659Oct 18, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.4B659Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.3B641Apr 26, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.07T554Jan 23, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.0B569Nov 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.0B551Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.1B611Apr 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.2B579Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.1B532Oct 7, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.1B520Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$914M495Apr 29, 202113F-HRchanges · EDGAR ↗
Q4 2020$877M485Jan 29, 202113F-HRchanges · EDGAR ↗
Q3 2020$731M413Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$666M420Aug 5, 202013F-HRchanges · EDGAR ↗
Q1 2020$528M354Apr 28, 202013F-HRchanges · EDGAR ↗
Q4 2019$559M369Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$512M356Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$512M350Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$515M378Apr 12, 201913F-HRchanges · EDGAR ↗
Q4 2018$434M358Jan 29, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.