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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 37 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MPWR MONOLITHIC PWR SYS INC COM Technology 2,423.0 $2.6M 0.01% +1K +93.5% $1093.39 +42.8%
722 DDOG DATADOG INC CL A COM Technology 22,438.0 $2.6M 0.01% +4K +20.0% $118.04 +84.7%
723 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 110,670.0 $2.6M 0.01% +28K +34.7% $23.87 +12.6%
724 MDB MONGODB INC CL A Technology 10,781.0 $2.6M 0.01% +5K +79.8% $244.72 +29.7%
725 AG FIRST MAJESTIC SILVER CORP COM Basic Materials 122,589.0 $2.6M 0.01% +14K +12.7% $21.48 -7.4%
726 WEX WEX INC COM Technology 17,119.0 $2.6M 0.01% +7K +71.7% $153.04 -5.8%
727 SMH VANECK SEMICONDUCTOR ETF 6,813.0 $2.6M 0.01% +2K +34.0% $383.41 +48.0%
728 PB PROSPERITY BANCSHARES INC COM Financial Services 38,868.0 $2.6M 0.01% +11K +38.5% $67.17 +2.9%
729 NRG NRG ENERGY INC COM NEW Utilities 17,820.0 $2.6M 0.01% +344.0 +2.0% $146.14 -6.3%
730 KVUE KENVUE INC COM Consumer Defensive 148,779.0 $2.6M 0.00% +13K +9.7% $17.24 +1.3%
731 SFIX STITCH FIX INC COM CL A Consumer Cyclical 771,224.0 $2.6M 0.00% +82K +11.8% $3.31 -3.3%
732 KMLM KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF 90,466.0 $2.6M 0.00% +5K +6.3% $28.20 +3.7%
733 HAS HASBRO INC COM Consumer Cyclical 27,244.0 $2.5M 0.00% +836.0 +3.2% $93.60 -3.8%
734 HQY HEALTHEQUITY INC COM Healthcare 30,287.0 $2.5M 0.00% +3K +10.9% $83.57 +3.4%
735 GLOBUS MED INC CL A 29,219.0 $2.5M 0.00% +3K +13.3% $86.15
736 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 39,250.0 $2.5M 0.00% +685.0 +1.8% $63.91 +6.0%
737 CBSH COMMERCE BANCSHARES INC COM Financial Services 50,951.0 $2.5M 0.00% +19K +60.3% $49.20 +6.1%
738 XPO XPO INC COM Industrials 12,858.0 $2.5M 0.00% +3K +25.7% $194.55 +8.3%
739 VFC V F CORP COM Consumer Cyclical 147,079.0 $2.5M 0.00% +56K +61.9% $16.98 -4.6%
740 SCHK SCHWAB 1000 INDEX ETF 79,672.0 $2.5M 0.00% +919.0 +1.2% $31.33 +13.9%
Page 37 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%