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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 39 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 10,853.0 $2.3M 0.00% +601.0 +5.9% $215.98 +38.7%
762 BCPC BALCHEM CORP COM Basic Materials 13,802.0 $2.3M 0.00% +7K +109.5% $169.48 -4.6%
763 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 28,920.0 $2.3M 0.00% +10K +55.5% $80.56 -13.0%
764 PML PIMCO MUN INCOME FD II COM Financial Services 308,095.0 $2.3M 0.00% +25K +8.8% $7.56 -2.4%
765 FTSL FIRST TRUST SENIOR LOAN FUND 51,923.0 $2.3M 0.00% +16K +42.6% $44.80 +0.3%
766 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 30,386.0 $2.3M 0.00% +2K +6.6% $76.15 +10.9%
767 SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 103,264.0 $2.3M 0.00% +8K +8.2% $22.39 -1.3%
768 BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 139,765.0 $2.3M 0.00% +15K +11.7% $16.46 -0.8%
769 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 84,439.0 $2.3M 0.00% +6K +7.2% $27.23 +0.8%
770 IEX IDEX CORP COM Industrials 12,065.0 $2.3M 0.00% +62.0 +0.5% $189.55 +8.5%
771 HUBS HUBSPOT INC COM Technology 9,328.0 $2.3M 0.00% +5K +101.2% $244.04 -18.7%
772 IBB ISHARES BIOTECHNOLOGY ETF 13,449.0 $2.3M 0.00% +525.0 +4.1% $168.83 +0.1%
773 CAG CONAGRA BRANDS INC COM Consumer Defensive 144,338.0 $2.3M 0.00% +25K +21.4% $15.72 -14.9%
774 IYE ISHARES U.S. ENERGY ETF 34,983.0 $2.3M 0.00% +1K +3.9% $64.77 -3.2%
775 NVT NVENT ELEC PLC SHS Industrials 19,123.0 $2.3M 0.00% +8K +75.9% $118.19 +38.4%
776 HMN HORACE MANN EDUCATORS CORP NEW COM Financial Services 52,940.0 $2.3M 0.00% +46K +652.4% $42.68 +11.6%
777 APOS APOLLO GLOBAL MGMT INC COM Financial Services 20,218.0 $2.3M 0.00% +280.0 +1.4% $111.42 -76.5%
778 RLY STATE STREET MULTI-ASSET REAL RETURN ETF 62,204.0 $2.2M 0.00% +4K +6.8% $36.15 +1.6%
779 SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 77,283.0 $2.2M 0.00% +7K +10.1% $29.03 -0.6%
780 ALLY ALLY FINL INC COM Financial Services 57,192.0 $2.2M 0.00% +47K +478.6% $39.23 +9.0%
Page 39 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%