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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 12 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ZTS ZOETIS INC CL A Healthcare 216,286.0 $25.6M 0.04% +20K +10.3% $118.21 -33.2%
222 SYK STRYKER CORPORATION COM Healthcare 76,454.0 $25.1M 0.04% +13K +19.7% $328.59 -3.3%
223 IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 989,358.0 $25.1M 0.04% +120K +13.8% $25.33 -0.4%
224 ADBE ADOBE INC COM Technology 102,493.0 $24.9M 0.04% +27K +35.5% $243.08 +4.2%
225 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 531,154.0 $24.4M 0.04% +24K +4.8% $45.89 -3.0%
226 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 165,928.0 $24.3M 0.04% +6K +3.9% $146.60 +0.4%
227 FIX COMFORT SYS USA INC COM Industrials 17,469.0 $24.1M 0.04% +3K +24.1% $1378.57 +32.4%
228 GLW CORNING INC COM Technology 177,094.0 $24.1M 0.04% +24K +15.6% $135.97 +29.3%
229 TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF 588,374.0 $24.1M 0.04% +3K +0.5% $40.90 +14.5%
230 BX BLACKSTONE INC COM Financial Services 208,592.0 $24.0M 0.04% +26K +14.2% $114.96 +1.6%
231 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 49,353.0 $23.9M 0.04% +9K +21.7% $484.91 -8.9%
232 MMM 3M CO COM Industrials 162,387.0 $23.6M 0.04% +6K +3.6% $145.23 +2.8%
233 SOXX ISHARES SEMICONDUCTOR ETF 70,211.0 $23.1M 0.04% +62K +785.3% $328.61 +58.3%
234 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 140,026.0 $22.9M 0.04% +4K +2.7% $163.58 +15.2%
235 VRSK VERISK ANALYTICS INC COM Industrials 120,615.0 $22.9M 0.04% +7K +6.0% $189.74 -10.0%
236 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 600,242.0 $22.7M 0.04% +18K +3.2% $37.84 +5.2%
237 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 38,557.0 $22.7M 0.04% +5K +15.8% $588.67 -9.5%
238 VHT VANGUARD HEALTH CARE ETF 83,199.0 $22.7M 0.04% +2K +2.2% $272.33 +0.9%
239 CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 715,222.0 $22.6M 0.04% +85K +13.5% $31.57 +12.6%
240 NEM NEWMONT CORP COM Basic Materials 204,104.0 $22.1M 0.04% +2K +0.8% $108.24 -2.9%
Page 12 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%