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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 17 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EXEL EXELIXIS INC COM Healthcare 312,296.0 $13.4M 0.02% +213K +215.1% $42.89 +13.5%
322 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 57,199.0 $13.4M 0.02% +2K +3.9% $234.03 +14.9%
323 TOTALENERGIES SE ACT 146,656.0 $13.3M 0.02% +34K +30.6% $91.00
324 TOL TOLL BROTHERS INC COM Consumer Cyclical 97,558.0 $13.3M 0.02% +70K +258.4% $136.45 -9.0%
325 RS RELIANCE INC COM Basic Materials 43,417.0 $13.2M 0.02% +37K +560.0% $303.92 +17.6%
326 ECL ECOLAB INC COM Basic Materials 49,355.0 $13.1M 0.02% +8K +18.6% $266.02 -7.6%
327 JCI JOHNSON CTLS INTL PLC SHS Industrials 100,011.0 $13.1M 0.02% +7K +7.7% $130.94 +3.4%
328 MET METLIFE INC COM Financial Services 184,901.0 $13.1M 0.02% +125K +207.6% $70.71 +14.6%
329 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 229,218.0 $13.0M 0.02% +154K +204.8% $56.58 +6.9%
330 UPS UNITED PARCEL SVCS INC CL B Industrials 131,371.0 $12.9M 0.02% +34K +34.8% $98.38 -1.6%
331 CL COLGATE PALMOLIVE CO COM Consumer Defensive 151,188.0 $12.9M 0.02% +36K +30.9% $85.23 +5.6%
332 PH PARKER-HANNIFIN CORP COM Industrials 14,330.0 $12.8M 0.02% +6K +66.1% $895.24 -4.8%
333 SYY SYSCO CORP COM Consumer Defensive 178,716.0 $12.7M 0.02% +12K +7.4% $71.33 +5.4%
334 MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 218,748.0 $12.7M 0.02% +209K +2223.4% $57.94 +19.9%
335 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 160,176.0 $12.6M 0.02% +2K +1.5% $78.41 +8.3%
336 IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 311,902.0 $12.5M 0.02% +130K +71.6% $40.14 +5.7%
337 AON AON PLC SHS CL A Financial Services 38,482.0 $12.4M 0.02% +7K +23.4% $322.79 +0.3%
338 UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 498,878.0 $12.4M 0.02% +125K +33.4% $24.77 +0.2%
339 HTD HANCOCK JOHN TAX-ADVANTAGED DI COM Financial Services 493,002.0 $12.2M 0.02% +31K +6.6% $24.77 +2.0%
340 AVAV AEROVIRONMENT INC COM Industrials 66,526.0 $12.2M 0.02% +5K +8.7% $183.04 -10.5%
Page 17 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%