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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 28 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TIP ISHARES TIPS BOND ETF 42,151.0 $4.7M 0.01% +10K +30.0% $110.36 -0.1%
542 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 56,490.0 $4.7M 0.01% +14K +33.8% $82.33 -16.3%
543 VTHR VANGUARD RUSSELL 3000 ETF 16,131.0 $4.6M 0.01% +561.0 +3.6% $287.58 +12.7%
544 AGZD WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND 205,477.0 $4.6M 0.01% +11K +5.7% $22.55 +0.2%
545 AKAM AKAMAI TECHNOLOGIES INC COM Technology 40,170.0 $4.6M 0.01% +15K +56.7% $114.85 +25.7%
546 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 29,913.0 $4.6M 0.01% +14K +91.8% $153.07 -20.6%
547 UAL UNITED AIRLS HLDGS INC COM Industrials 49,528.0 $4.6M 0.01% +14K +39.6% $92.02 +3.9%
548 FE FIRSTENERGY CORP COM Utilities 89,783.0 $4.5M 0.01% +8K +9.2% $50.66 -10.9%
549 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 23,168.0 $4.5M 0.01% +1K +5.9% $196.04 -0.8%
550 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 62,156.0 $4.5M 0.01% +15K +31.1% $72.46 +18.4%
551 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 92,084.0 $4.5M 0.01% +42K +85.3% $48.73 +1.1%
552 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 61,604.0 $4.5M 0.01% +1K +2.4% $72.57 +7.7%
553 PRU PRUDENTIAL FINL INC COM Financial Services 45,621.0 $4.5M 0.01% +10K +28.7% $97.68 +5.2%
554 RMBS RAMBUS INC DEL COM Technology 51,797.0 $4.5M 0.01% +11K +26.7% $86.03 +54.7%
555 INSTALLED BLDG PRODS INC COM 16,704.0 $4.4M 0.01% +9K +113.2% $265.15
556 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 70,516.0 $4.4M 0.01% +2K +3.1% $62.68 +30.1%
557 ISHARES IBONDS DEC 2027 TERM TREASURY ETF 196,100.0 $4.4M 0.01% +5K +2.7% $22.43
558 LEA LEAR CORP COM NEW Consumer Cyclical 36,317.0 $4.4M 0.01% +29K +368.2% $121.07 +9.0%
559 DINO HF SINCLAIR CORP COM Energy 70,193.0 $4.4M 0.01% +13K +22.1% $62.39 +13.6%
560 NATWEST GROUP PLC SPONS ADR 292,639.0 $4.4M 0.01% +89K +43.8% $14.90
Page 28 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%