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Portfolio (Quarterly) Guide ↗

CAPTRUST FINANCIAL ADVISORS

· CIK 0001512024
13F Portfolio $57.3B AUM 3,116 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 403 New 1614 Added 736 Reduced 122 Exited
Page 11 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 JPMORGAN DIVERSIFIED RETURN USE EQUITY 228,110.0 $29.7M 0.05% +3K +1.4% $130.20
202 SO SOUTHERN CO COM Utilities 306,613.0 $29.6M 0.05% +24K +8.6% $96.52 -2.5%
203 CNX CNX RES CORP COM Energy 766,442.0 $29.5M 0.05% +751K +4888.2% $38.55 -3.1%
204 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 738,492.0 $29.3M 0.05% +267K +56.7% $39.73 -1.2%
205 SCHF SCHWAB INT'L EQ ETF 1,172,413.0 $29.0M 0.05% +8K +0.7% $24.75 +9.8%
206 MS MORGAN STANLEY COM NEW Financial Services 176,075.0 $29.0M 0.05% +7K +4.0% $164.48 +15.3%
207 ROST ROSS STORES INC COM Consumer Cyclical 132,471.0 $28.7M 0.05% +65K +96.0% $216.61 -1.8%
208 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 227,567.0 $28.5M 0.05% +2K +1.1% $125.12 +12.4%
209 AMLP ALERIAN MLP ETF 538,203.0 $28.3M 0.05% +96K +21.8% $52.64 +3.3%
210 LIN LINDE PLC SHS Basic Materials 56,574.0 $28.0M 0.05% +10K +21.0% $495.77 +2.1%
211 CVS CVS HEALTH CORP COM Healthcare 384,718.0 $27.6M 0.05% +15K +4.0% $71.82 +31.1%
212 IVE ISHARES S&P 500 VALUE 130,653.0 $27.6M 0.05% +1K +0.9% $211.15 +6.9%
213 ALL ALLSTATE CORP COM Financial Services 132,215.0 $27.4M 0.05% +3K +1.9% $207.34 +7.1%
214 MPC MARATHON PETE CORP COM Energy 110,780.0 $27.1M 0.05% +5K +4.7% $244.21 +7.7%
215 WAT WATERS CORP COM Healthcare 90,769.0 $27.0M 0.05% +5K +5.8% $297.79 +11.9%
216 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 6,217.0 $26.2M 0.05% +3K +108.4% $4209.99 -96.3%
217 FAST FASTENAL CO COM Industrials 561,100.0 $26.0M 0.04% +4K +0.8% $46.40 -6.1%
218 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 430,764.0 $25.9M 0.04% +30K +7.6% $60.10 +6.1%
219 DFAS DIMENSIONAL U.S. SMALL CAP ETF 362,073.0 $25.8M 0.04% +6K +1.7% $71.13 +7.8%
220 TRGP TARGA RES CORP COM Energy 102,555.0 $25.7M 0.04% +886.0 +0.9% $250.72 +10.2%
Page 11 of 81  ·  1,614 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 17.7%
Healthcare 10.1%
Industrials 9.1%
Consumer Cyclical 8.3%
Communication Services 8.1%
Consumer Defensive 5.4%
Energy 4.5%
Utilities 2.9%
Real Estate 2.1%