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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 40 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 RTO RENTOKIL INITIAL PLC SPONSORED ADR Industrials 70,559.0 $2.2M 0.00% +64K +899.7% $31.48 +1.5%
782 MHK MOHAWK INDS INC COM Consumer Cyclical 22,517.0 $2.2M 0.00% +12K +111.8% $98.43 +4.0%
783 GGG GRACO INC COM Industrials 26,153.0 $2.2M 0.00% +4K +19.6% $84.64 -11.0%
784 OGE OGE ENERGY CORP COM Utilities 45,897.0 $2.2M 0.00% +12K +35.0% $47.96 +0.3%
785 FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST Financial Services 19,864.0 $2.2M 0.00% +1K +7.4% $110.41 +1.6%
786 STIP ISHARES 0-5 YEAR TIPS BOND ETF 21,204.0 $2.2M 0.00% +3K +14.8% $103.43 -0.1%
787 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 53,220.0 $2.2M 0.00% +7K +15.7% $41.17 +11.8%
788 HST HOST HOTELS & RESORTS INC COM Real Estate 114,136.0 $2.2M 0.00% +31K +37.2% $19.16 +17.0%
789 MOH MOLINA HEALTHCARE INC COM Healthcare 16,394.0 $2.2M 0.00% +15K +773.9% $133.28 +36.0%
790 AIZ ASSURANT INC COM Financial Services 10,021.0 $2.2M 0.00% +4K +76.9% $217.81 +17.4%
791 FXE INVESCO CURRENCYSHARES EURO TRUST Financial Services 20,319.0 $2.2M 0.00% +2K +8.5% $106.69 +0.5%
792 INSM INSMED INC COM PAR $.01 Healthcare 13,252.0 $2.2M 0.00% +8K +146.1% $163.50 -33.0%
793 CVE CENOVUS ENERGY INC COM Energy 81,668.0 $2.2M 0.00% +18K +28.0% $26.53 +14.2%
794 VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 86,175.0 $2.2M 0.00% +11K +14.4% $25.03 +0.0%
795 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 31,031.0 $2.2M 0.00% +23K +277.1% $69.37 +20.2%
796 ARMK ARAMARK COM Industrials 52,562.0 $2.1M 0.00% +7K +14.7% $40.54 +27.4%
797 LSTR LANDSTAR SYS INC COM Industrials 13,256.0 $2.1M 0.00% +7K +124.6% $160.29 +19.2%
798 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 23,993.0 $2.1M 0.00% +158.0 +0.7% $88.49 +9.2%
799 AGX ARGAN INC COM Industrials 3,894.0 $2.1M 0.00% +2K +175.2% $544.58 +18.4%
800 PPA INVESCO AEROSPACE & DEFENSE ETF 12,785.0 $2.1M 0.00% +149.0 +1.2% $165.70 +1.3%
Page 40 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%