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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 16 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 38,585.0 $15.1M 0.03% +6K +17.0% $391.76 +87.2%
302 INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 285,691.0 $14.9M 0.03% +10K +3.6% $52.05 +2.3%
303 PAYX PAYCHEX INC COM Industrials 161,093.0 $14.8M 0.03% +42K +35.6% $92.12 +2.6%
304 ITW ILLINOIS TOOL WKS INC COM Industrials 56,911.0 $14.8M 0.03% +5K +9.2% $260.28 -5.0%
305 VRT VERTIV HOLDINGS CO COM CL A Industrials 58,414.0 $14.6M 0.03% +9K +18.5% $250.48 +28.8%
306 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 715,278.0 $14.6M 0.03% +81K +12.8% $20.42 -0.4%
307 VBK VANGUARD SMALL-CAP GROWTH ETF 48,307.0 $14.6M 0.03% +267.0 +0.6% $302.25 +12.6%
308 SBUX STARBUCKS CORP COM Consumer Cyclical 162,717.0 $14.6M 0.03% +27K +20.0% $89.58 +18.8%
309 KMI KINDER MORGAN INC DEL COM Energy 433,427.0 $14.5M 0.03% +35K +8.8% $33.53 +2.3%
310 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 365,861.0 $14.4M 0.03% +23K +6.6% $39.28 +5.1%
311 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 32,092.0 $14.3M 0.03% +18K +132.5% $446.54 -2.7%
312 DVY ISHARES SELECT DIVIDEND ETF 91,571.0 $13.9M 0.02% +3K +2.9% $151.41 +1.2%
313 TER TERADYNE INC COM Technology 46,664.0 $13.8M 0.02% +31K +195.3% $296.39 +8.5%
314 EQIX EQUINIX INC COM Real Estate 13,995.0 $13.7M 0.02% +413.0 +3.0% $980.06 +7.0%
315 GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 182,336.0 $13.6M 0.02% +12K +7.2% $74.67 -1.2%
316 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 210,301.0 $13.6M 0.02% +44K +26.4% $64.61 +42.1%
317 EXPD EXPEDITORS INTL WASH INC COM Industrials 94,765.0 $13.6M 0.02% +13K +15.9% $143.23 +10.0%
318 UBER UBER TECHNOLOGIES INC COM Technology 188,307.0 $13.5M 0.02% +50K +36.3% $71.93 +3.0%
319 WMB WILLIAMS COS INC COM Energy 185,864.0 $13.5M 0.02% +32K +20.8% $72.78 +9.1%
320 FORTINET INC COM 164,859.0 $13.5M 0.02% +95K +137.4% $81.71
Page 16 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%