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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 46 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 9,170.0 $1.5M 0.00% +189.0 +2.1% $164.72 -4.6%
902 NVG NUVEEN AMT FREE MUN CR INC FD COM Financial Services 122,322.0 $1.5M 0.00% +7K +5.9% $12.33 -0.6%
903 MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 20,308.0 $1.5M 0.00% +2K +8.0% $73.94 +3.5%
904 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 49,795.0 $1.5M 0.00% +35K +238.4% $30.12 +13.9%
905 FN FABRINET SHS Technology 2,873.0 $1.5M 0.00% +504.0 +21.3% $521.44 +34.9%
906 KT KT CORP SPONSORED ADR Communication Services 69,761.0 $1.5M 0.00% +15K +26.4% $21.45 -13.3%
907 APG API GROUP CORP COM STK Industrials 36,891.0 $1.5M 0.00% +7K +22.4% $40.51 +2.4%
908 BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 61,400.0 $1.5M 0.00% +12K +23.1% $24.29 +3.2%
909 PI IMPINJ INC COM Technology 14,517.0 $1.5M 0.00% +853.0 +6.2% $102.70 +33.6%
910 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 19,293.0 $1.5M 0.00% +8K +70.2% $77.13 +14.7%
911 COOPER COS INC COM 20,822.0 $1.5M 0.00% +12K +135.0% $71.45
912 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 20,439.0 $1.5M 0.00% +2K +11.1% $72.74 +16.8%
913 INGR INGREDION INC COM Consumer Defensive 13,174.0 $1.5M 0.00% +3K +31.5% $112.66 -9.3%
914 CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 54,577.0 $1.5M 0.00% +3K +5.7% $27.15 +0.1%
915 INGERSOLL RAND INC COM 18,435.0 $1.5M 0.00% +389.0 +2.2% $80.12
916 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 7,081.0 $1.5M 0.00% +262.0 +3.8% $207.94 +31.5%
917 IYH ISHARES U.S. HEALTHCARE ETF 23,858.0 $1.5M 0.00% +934.0 +4.1% $61.59 +1.1%
918 DWLD DAVIS SELECT WORLDWIDE ETF 33,408.0 $1.5M 0.00% +3K +9.2% $43.81 +8.5%
919 AMKR AMKOR TECHNOLOGY INC COM Technology 32,503.0 $1.5M 0.00% +908.0 +2.9% $45.02 +46.4%
920 PCTY PAYLOCITY HLDG CORP COM Technology 13,519.0 $1.5M 0.00% +4K +41.9% $108.05 +3.4%
Page 46 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%