Caprock Group, LLC

Caprock Group LLC publishes a $4.12B, 1,109-name 13F whose defining characteristic is breadth with a persistent quality-and-dividend tilt. The portfolio's largest existing positions — Nvidia (NVDA, 3.8%), Apple (AAPL, 3.5%), SentinelOne (S, 2.4%), Amazon (AMZN, 1.9%), and the bifurcated Alphabet bet (GOOGL 1.8% + GOOG 1.6% combined 3.4%) — form a 12.6% technology anchor that sits inside a much larger diversified book. The Q1 initiations are the quarter's most distinctive signal: Berkshire Hathaway Class A (BRK/A) is a notable choice given its per-share price and liquidity profile — initiating Class A rather than Class B signals a long-term compounding conviction in Berkshire's insurance-float model. Kinder Morgan (KMI, energy infrastructure), Amgen (AMGN, large-cap biopharma), Costco (COST, membership-retail compounder), and Chevron (CVX, integrated energy) add a dividend-and-quality layer to complement the growth core. VUG (Vanguard Growth ETF) at 2.4% confirms the manager's use of a single growth-ETF sleeve alongside the large single-stock positions. With whaleScore of 54.50 across 1,109 holdings and no passive ETF scaffolding at the equity layer, this is a diversified quality allocator — the kind of broad, single-stock-selected book that requires genuine research infrastructure across the U.S. equity market.