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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 42 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 13,956.0 $2.0M 0.00% +551.0 +4.1% $145.78 +8.9%
822 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 44,939.0 $2.0M 0.00% +1K +2.6% $45.12 +13.1%
823 SMURFIT WESTROCK PLC SHS 50,755.0 $2.0M 0.00% +16K +46.8% $39.85
824 MIDD MIDDLEBY CORP COM Industrials 15,193.0 $2.0M 0.00% +1K +9.7% $132.58 +9.5%
825 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 42,919.0 $2.0M 0.00% +7K +20.4% $46.91 +8.9%
826 VOYA VOYA FINANCIAL INC COM Financial Services 29,314.0 $2.0M 0.00% +21K +233.8% $68.32 +20.6%
827 LIFEX 2035 INCOME BUCKET ETF 24,281.0 $2.0M 0.00% +18K +261.2% $81.66
828 SMMD ISHARES RUSSELL 2500 ETF 25,930.0 $2.0M 0.00% +3K +13.0% $76.35 +13.1%
829 PODD INSULET CORP COM Healthcare 9,346.0 $2.0M 0.00% +4K +78.5% $209.82 -25.4%
830 ENS ENERSYS COM Industrials 11,272.0 $2.0M 0.00% +3K +35.9% $173.72 +37.5%
831 AXSM AXSOME THERAPEUTICS INC. COM Healthcare 11,566.0 $2.0M 0.00% +322.0 +2.9% $169.01 +38.2%
832 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 40,587.0 $1.9M 0.00% +17K +70.2% $47.83 -0.2%
833 CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 58,281.0 $1.9M 0.00% +7K +12.9% $33.11 +9.3%
834 IONQ IONQ INC COM Technology 66,929.0 $1.9M 0.00% +9K +15.7% $28.64 +105.6%
835 SYF SYNCHRONY FINANCIAL COM Financial Services 28,096.0 $1.9M 0.00% +8K +37.2% $68.01 +5.9%
836 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 7,204.0 $1.9M 0.00% +4K +131.3% $265.25 +15.2%
837 DLTR DOLLAR TREE INC COM Consumer Defensive 17,336.0 $1.9M 0.00% +1K +6.6% $109.49 -12.6%
838 AEM AGNICO EAGLE MINES LTD COM Basic Materials 9,350.0 $1.9M 0.00% +4K +63.5% $202.98 -12.4%
839 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 40,209.0 $1.9M 0.00% +1K +2.6% $47.03 +1.4%
840 AAON AAON INC COM PAR $0.004 Industrials 22,841.0 $1.9M 0.00% +11K +100.6% $82.75 +60.0%
Page 42 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%