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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 23 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DOW DOW HLDGS INC COM Basic Materials 163,970.0 $6.8M 0.01% +71K +77.1% $41.65 -9.4%
442 J JACOBS SOLUTIONS INC. Industrials 53,528.0 $6.8M 0.01% +22K +68.4% $127.25 -11.3%
443 GIS GENERAL MILLS INC COM Consumer Defensive 181,667.0 $6.8M 0.01% +3K +1.9% $37.22 -9.3%
444 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 210,176.0 $6.7M 0.01% +13K +6.5% $32.01 +3.2%
445 ED CONSOLIDATED EDISON INC COM Utilities 59,218.0 $6.7M 0.01% +6K +11.9% $113.18 -5.9%
446 GCOR GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF 161,760.0 $6.7M 0.01% +5K +3.2% $41.32 -1.2%
447 PSA PUBLIC STORAGE OPER CO COM Real Estate 24,505.0 $6.6M 0.01% +15K +153.6% $270.88 +9.8%
448 VONE VANGUARD RUSSELL 1000 ETF 22,483.0 $6.6M 0.01% +6K +33.7% $295.11 +13.3%
449 OXY OCCIDENTAL PETE CORP COM Energy 101,129.0 $6.6M 0.01% +32K +45.4% $65.00 -6.6%
450 SERV SERVE ROBOTICS INC COM Industrials 761,136.0 $6.4M 0.01% +54K +7.7% $8.44 -4.0%
451 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 146,464.0 $6.4M 0.01% +1K +1.0% $43.66 +1.0%
452 BURL BURLINGTON STORES INC COM Consumer Cyclical 19,644.0 $6.4M 0.01% +12K +145.2% $325.29 -4.6%
453 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 14,677.0 $6.4M 0.01% +7K +79.6% $433.96 -8.1%
454 ACGL ARCH CAP GROUP LTD ORD Financial Services 66,310.0 $6.4M 0.01% +33K +96.5% $95.99 +0.9%
455 FNF FIDELITY NATL FINL INC COM SHS Financial Services 136,885.0 $6.3M 0.01% +82K +148.9% $46.38 +5.4%
456 FIS FIDELITY NATL INFORMATION SVCS COM Technology 134,823.0 $6.3M 0.01% +100K +290.2% $46.91 -7.3%
457 ATO ATMOS ENERGY CORP COM Utilities 34,175.0 $6.3M 0.01% +13K +62.4% $184.72 -4.7%
458 RBC RBC BEARINGS INC COM Industrials 11,596.0 $6.3M 0.01% +5K +72.6% $543.07 +4.1%
459 GWW WW GRAINGER INC COM Industrials 5,753.0 $6.3M 0.01% +298.0 +5.5% $1090.85 +14.1%
460 NXPI NXP SEMICONDUCTORS N V COM Technology 31,861.0 $6.3M 0.01% +4K +13.4% $196.86 +49.5%
Page 23 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%