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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 36 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 49,487.0 $2.8M 0.01% +10K +26.8% $56.48 -4.2%
702 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 30,145.0 $2.8M 0.01% +13K +75.5% $92.69 -3.0%
703 ONTO ONTO INNOVATION INC COM Technology 13,590.0 $2.8M 0.01% +5K +63.8% $205.06 +27.5%
704 FNV FRANCO NEV CORP COM Basic Materials 11,137.0 $2.8M 0.01% +193.0 +1.8% $247.04 -8.6%
705 BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 196,782.0 $2.7M 0.01% +34K +21.2% $13.96 -12.3%
706 KMX CARMAX INC COM Consumer Cyclical 65,672.0 $2.7M 0.01% +31K +91.0% $41.57 -6.4%
707 DAR DARLING INGREDIENTS INC COM Consumer Defensive 43,943.0 $2.7M 0.01% +20K +81.9% $61.84 -6.4%
708 WTM WHITE MTNS INS GROUP LTD COM Financial Services 1,235.0 $2.7M 0.01% +530.0 +75.2% $2196.96 -2.4%
709 XLG INVESCO S&P 500 TOP 50 ETF 49,706.0 $2.7M 0.01% +9K +22.5% $54.55 +16.4%
710 VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF 27,054.0 $2.7M 0.01% +4K +18.5% $99.94
711 SPXC SPX TECHNOLOGIES INC COM Industrials 13,476.0 $2.7M 0.01% +2K +15.5% $199.93 +2.8%
712 CG CARLYLE GROUP INC COM Financial Services 55,554.0 $2.7M 0.01% +21K +63.0% $48.39 -6.7%
713 INDB INDEPENDENT BK CORP MASS COM Financial Services 35,621.0 $2.7M 0.01% +679.0 +1.9% $75.21 +4.6%
714 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 14,237.0 $2.7M 0.01% +609.0 +4.5% $188.00 +20.4%
715 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 13,670.0 $2.7M 0.01% +2K +14.6% $195.40 +6.3%
716 DXCM DEXCOM INC COM Healthcare 42,403.0 $2.7M 0.01% +972.0 +2.4% $62.80 +14.5%
717 CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF 105,208.0 $2.7M 0.01% +31K +42.4% $25.28 +0.2%
718 ALGN ALIGN TECHNOLOGY INC COM Healthcare 15,514.0 $2.7M 0.01% +285.0 +1.9% $171.43 -4.9%
719 EQT EQT CORP COM Energy 41,779.0 $2.7M 0.01% +992.0 +2.4% $63.65 -9.3%
720 IDCC INTERDIGITAL INC COM Technology 8,783.0 $2.7M 0.01% +839.0 +10.6% $301.99 -11.6%
Page 36 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%