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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 47 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 KTB KONTOOR BRANDS INC COM Consumer Cyclical 20,642.0 $1.5M 0.00% +7K +56.7% $70.29 -2.9%
922 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 89,802.0 $1.4M 0.00% +28K +46.2% $16.09 -45.4%
923 SLQT SELECTQUOTE INC COM Financial Services 2,287,226.0 $1.4M 0.00% +206K +9.9% $0.63 +66.0%
924 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 58,351.0 $1.4M 0.00% +28K +92.5% $24.39 +0.2%
925 TRU TRANSUNION COM Industrials 20,566.0 $1.4M 0.00% +13K +183.0% $69.19 -2.1%
926 HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF 43,824.0 $1.4M 0.00% +1K +2.9% $32.41 +2.4%
927 IHI ISHARES U.S. MEDICAL DEVICES ETF 26,485.0 $1.4M 0.00% +1K +5.3% $53.35 -5.9%
928 FSK FS KKR CAP CORP COM Financial Services 138,790.0 $1.4M 0.00% +113K +447.0% $10.18 +7.2%
929 STANDARDAERO INC COM 54,650.0 $1.4M 0.00% +40K +284.3% $25.83
930 ATEC ALPHATEC HLDGS INC COM NEW Healthcare 129,392.0 $1.4M 0.00% +65K +102.4% $10.88 -25.2%
931 ALRM ALARM COM HLDGS INC COM Technology 32,580.0 $1.4M 0.00% +9K +36.3% $43.19 +0.3%
932 HACK AMPLIFY CYBERSECURITY ETF 18,704.0 $1.4M 0.00% +4K +26.1% $75.09 +23.3%
933 FFIV F5 INC COM Technology 4,851.0 $1.4M 0.00% +716.0 +17.3% $289.32 +32.0%
934 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 82,283.0 $1.4M 0.00% +2K +1.9% $17.04 -4.9%
935 OC OWENS CORNING NEW COM Industrials 12,930.0 $1.4M 0.00% +4K +49.1% $108.18 +4.6%
936 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 48,694.0 $1.4M 0.00% +5K +10.8% $28.71 +3.2%
937 NOVT NOVANTA INC COM Technology 11,737.0 $1.4M 0.00% +5K +83.9% $118.11 +28.0%
938 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 27,713.0 $1.4M 0.00% +3K +11.4% $49.97 -0.6%
939 AWR AMER STATES WTR CO COM Utilities 18,288.0 $1.4M 0.00% +6K +53.7% $75.62 +0.8%
940 DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 38,896.0 $1.4M 0.00% +1K +3.5% $35.53 +6.1%
Page 47 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%