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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 14 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BLK BLACKROCK INC COM Financial Services 20,049.0 $19.3M 0.03% +2K +12.2% $961.60 +9.4%
262 CW CURTISS WRIGHT CORP COM Industrials 28,309.0 $19.2M 0.03% +8K +40.0% $678.42 +3.9%
263 EME EMCOR GROUP INC COM Industrials 25,857.0 $19.1M 0.03% +17K +202.9% $738.17 +15.7%
264 ROL ROLLINS INC COM Consumer Cyclical 355,773.0 $19.0M 0.03% +18K +5.2% $53.41 +0.6%
265 LANDBRIDGE COMPANY LLC CL A 274,559.0 $19.0M 0.03% +7K +2.5% $69.03
266 PYPL PAYPAL HLDGS INC COM Financial Services 414,683.0 $18.8M 0.03% +288K +228.0% $45.23 -3.1%
267 IWS ISHARES RUSSELL MIDCAP VALUE INDEX 128,659.0 $18.8M 0.03% +3K +2.7% $145.74 +7.5%
268 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 57,011.0 $18.6M 0.03% +1K +2.0% $327.06 +9.7%
269 KKR KKR & CO INC COM Financial Services 199,782.0 $18.5M 0.03% +25K +14.2% $92.50 +0.5%
270 FENI FIDELITY ENHANCED INTERNATIONAL ETF 492,122.0 $18.3M 0.03% +42K +9.4% $37.19 +7.1%
271 DGX QUEST DIAGNOSTICS INC COM Healthcare 93,277.0 $18.3M 0.03% +68K +268.4% $195.99 -2.9%
272 SPGI S&P GLOBAL INC COM Financial Services 42,860.0 $18.2M 0.03% +10K +31.6% $425.27 -3.5%
273 PRF INVESCO RAFI US 1000 ETF 492,260.0 $18.2M 0.03% +3K +0.7% $36.93 +42.6%
274 IDXX IDEXX LABS INC COM Healthcare 32,128.0 $18.1M 0.03% +3K +9.2% $561.89 -2.7%
275 NOC NORTHROP GRUMMAN CORP COM Industrials 26,095.0 $17.8M 0.03% +775.0 +3.1% $682.11 -18.4%
276 CSX CSX CORP COM Industrials 431,553.0 $17.7M 0.03% +8K +1.9% $41.05 +12.3%
277 BA BOEING CO COM Industrials 88,231.0 $17.6M 0.03% +15K +20.2% $198.99 +11.7%
278 CNI CANADIAN NATL RY CO COM Industrials 169,034.0 $17.4M 0.03% +4K +2.3% $102.77 +10.2%
279 SLB SLB LIMITED COM STK Energy 335,963.0 $17.3M 0.03% +162K +93.5% $51.39 +10.5%
280 MSTR STRATEGY INC CL A NEW Technology 138,136.0 $17.2M 0.03% +129K +1451.2% $124.80 +31.9%
Page 14 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%