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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 4 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KO COCA COLA CO COM Consumer Defensive 1,867,326.0 $142.0M 0.25% +309K +19.8% $76.05 +5.8%
62 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 1,296,728.0 $138.1M 0.24% +44K +3.5% $106.50 -0.3%
63 IBM INTERNATIONAL BUSINESS MACHS COM Technology 564,746.0 $136.9M 0.24% +59K +11.7% $242.36 -9.6%
64 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 1,767,782.0 $136.3M 0.24% +364K +25.9% $77.11 +8.5%
65 NFLX NETFLIX INC. COM Communication Services 1,417,561.0 $136.2M 0.24% +275K +24.1% $96.11 -9.1%
66 PHM PULTE GROUP INC COM Consumer Cyclical 1,156,990.0 $136.1M 0.24% +79K +7.4% $117.60 -5.4%
67 MUB ISHARES NATIONAL MUNI BOND ETF 1,271,750.0 $135.0M 0.24% +54K +4.4% $106.15 -0.0%
68 AFL AFLAC INC COM Financial Services 1,216,270.0 $133.4M 0.23% +45K +3.9% $109.70 +7.0%
69 BLUEROCK TOTAL INCOME REAL ESTATE FUND CLASS I 7,931,555.0 $131.7M 0.23% +52K +0.7% $16.61
70 UGI UGI CORP NEW COM Utilities 3,518,196.0 $128.1M 0.22% +327K +10.2% $36.42 -6.2%
71 EFA ISHARES MSCI EAFE ETF 1,316,911.0 $127.9M 0.22% +18K +1.4% $97.13 +5.5%
72 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 856,648.0 $126.9M 0.22% +36K +4.4% $148.09 +5.1%
73 NEE NEXTERA ENERGY INC COM Utilities 1,344,582.0 $124.9M 0.22% +912K +210.9% $92.88 -3.7%
74 BRX BRIXMOR PPTY GROUP INC COM Real Estate 4,130,218.0 $118.9M 0.21% +58K +1.4% $28.80 +3.0%
75 EOG EOG RES INC COM Energy 780,690.0 $112.9M 0.20% +167K +27.1% $144.58 -4.3%
76 GOVT ISHARES U.S. TREASURY BOND ETF 4,862,785.0 $111.4M 0.19% +102K +2.1% $22.91 -1.5%
77 RMD RESMED INC COM Healthcare 487,861.0 $109.5M 0.19% +8K +1.6% $224.47 -9.9%
78 PWR QUANTA SVCS INC COM Industrials 197,471.0 $108.4M 0.19% +186K +1593.0% $549.01 +37.5%
79 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 2,320,896.0 $106.5M 0.19% +1.3M +120.0% $45.89 +2.6%
80 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 720,217.0 $105.3M 0.18% +159K +28.4% $146.27 -9.3%
Page 4 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%