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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 45 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 16,790.0 $1.6M 0.00% +1K +7.9% $94.88 +3.8%
882 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 16,749.0 $1.6M 0.00% +8K +98.9% $94.92 +0.8%
883 WDFC WD 40 CO COM Basic Materials 7,782.0 $1.6M 0.00% +3K +81.0% $203.94 +0.8%
884 PHO INVESCO WATER RESOURCES ETF 23,686.0 $1.6M 0.00% +477.0 +2.1% $66.86 -3.9%
885 SFST SOUTHERN FIRST BANCSHARES COM Financial Services 28,983.0 $1.6M 0.00% +754.0 +2.7% $54.50 +3.3%
886 KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 16,124.0 $1.6M 0.00% +3K +25.6% $97.55 +10.8%
887 WTRG ESSENTIAL UTILS INC COM Utilities 39,009.0 $1.6M 0.00% +9K +29.8% $40.28 -8.7%
888 CVNA CARVANA CO CL A Consumer Cyclical 4,971.0 $1.6M 0.00% +1K +35.1% $314.39 -79.8%
889 IVLU ISHARES MSCI INTL VALUE FACTOR ETF 39,405.0 $1.6M 0.00% +2K +6.2% $39.64 +6.9%
890 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 15,615.0 $1.6M 0.00% +1K +8.4% $99.86 +7.7%
891 PERI PERION NETWORK LTD SHS NEW Communication Services 155,185.0 $1.6M 0.00% +36K +29.8% $9.99 -11.1%
892 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 24,739.0 $1.5M 0.00% +19K +310.6% $62.42 +0.8%
893 PTC PTC INC COM Technology 10,795.0 $1.5M 0.00% +419.0 +4.0% $142.50 +2.4%
894 NCNO NCINO INC COM Technology 102,529.0 $1.5M 0.00% +10K +10.9% $14.98 +3.1%
895 PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 33,169.0 $1.5M 0.00% +1K +3.8% $46.13 +6.5%
896 HL HECLA MINING COMPANY COM Basic Materials 82,080.0 $1.5M 0.00% +31K +62.2% $18.63 -8.4%
897 BUFR FT VEST LADDERED BUFFER ETF 45,160.0 $1.5M 0.00% +436.0 +1.0% $33.77 +7.0%
898 VDC VANGUARD CONSUMER STAPLES ETF 6,780.0 $1.5M 0.00% +319.0 +4.9% $224.58 +1.9%
899 FR FIRST INDL RLTY TR INC COM Real Estate 26,286.0 $1.5M 0.00% +6K +30.1% $57.85 +7.1%
900 CNA CNA FINL CORP COM Financial Services 32,989.0 $1.5M 0.00% +5K +16.2% $45.92 -3.5%
Page 45 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%