Caprock Group, LLC

Caprock Group, LLC, managed by the seasoned investment team of John D. Arnold and David M. Fagan, maintains a diversified portfolio with a focus on large-cap growth and value stocks, as evidenced by top holdings like VTI, NVDA, and AAPL. Recently, the fund has made notable moves by adding positions in PDEC, SKE, and ZETA, while significantly increasing stakes in S and KMI, reflecting a strategy of capitalizing on undervalued opportunities and market trends.

📌 Top Holdings