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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 22 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HWM HOWMET AEROSPACE INC COM Industrials 32,714.0 $7.5M 0.01% +4K +14.6% $230.44 +9.8%
422 CCK CROWN HLDGS INC COM Consumer Cyclical 74,740.0 $7.5M 0.01% +32K +74.3% $100.25 -2.9%
423 CEG CONSTELLATION ENERGY CORP COM Utilities 26,554.0 $7.4M 0.01% +3K +13.0% $279.25 -6.7%
424 PAGP PLAINS GP HLDGS L P LTD PARTNR INT A Energy 304,802.0 $7.4M 0.01% +246K +415.3% $24.28 +4.3%
425 BSJT INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF 348,291.0 $7.3M 0.01% +229K +190.8% $21.04 +0.5%
426 PWV INVESCO LARGE CAP VALUE ETF 103,755.0 $7.2M 0.01% +5K +5.2% $69.71 +5.9%
427 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 94,973.0 $7.1M 0.01% +38K +65.4% $75.25 +3.7%
428 NKE NIKE INC CL B Consumer Cyclical 134,254.0 $7.1M 0.01% +9K +6.8% $52.81 -19.7%
429 CAH CARDINAL HEALTH INC COM Healthcare 33,254.0 $7.0M 0.01% +5K +19.6% $211.31 -5.7%
430 NDAQ NASDAQ INC COM Financial Services 82,323.0 $7.0M 0.01% +45K +117.8% $84.89 +8.4%
431 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 69,808.0 $7.0M 0.01% +43K +157.4% $100.08 -5.8%
432 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 41,857.0 $7.0M 0.01% +9K +28.4% $166.07 +2.2%
433 SPHQ INVESCO S&P 500 QUALITY ETF 92,321.0 $6.9M 0.01% +7K +8.0% $75.17 +10.7%
434 CARR CARRIER GLOBAL CORPORATION COM Industrials 122,904.0 $6.9M 0.01% +14K +12.5% $56.31 +9.1%
435 NTAP NETAPP INC COM Technology 67,372.0 $6.9M 0.01% +24K +53.8% $102.39 +17.8%
436 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 143,760.0 $6.9M 0.01% +130K +931.0% $47.97 +9.3%
437 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 117,742.0 $6.9M 0.01% +90K +320.7% $58.47 +11.7%
438 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 47,958.0 $6.9M 0.01% +39K +438.7% $142.85 -11.8%
439 FCG FIRST TRUST NATURAL GAS ETF 216,070.0 $6.8M 0.01% +12K +5.8% $31.69 -3.0%
440 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 153,285.0 $6.8M 0.01% +4K +2.6% $44.62 -3.0%
Page 22 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%