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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 48 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 SCCO SOUTHERN COPPER CORP COM Basic Materials 8,021.0 $1.4M 0.00% +72.0 +0.9% $172.07 -1.8%
942 KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 28,193.0 $1.4M 0.00% +3K +10.6% $48.71 -0.2%
943 BIZD VANECK BDC INCOME ETF 106,513.0 $1.4M 0.00% +15K +15.9% $12.80 -2.3%
944 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 72,942.0 $1.4M 0.00% +17K +29.4% $18.67 -9.6%
945 PRIM PRIMORIS SVCS CORP COM Industrials 9,479.0 $1.4M 0.00% +338.0 +3.7% $143.04 -26.8%
946 TRP TC ENERGY CORP COM Energy 21,650.0 $1.4M 0.00% +3K +18.1% $62.60 +10.8%
947 CLS CELESTICA INC COM Technology 4,784.0 $1.3M 0.00% +4K +301.7% $281.69 +20.4%
948 LFUS LITTELFUSE INC COM Technology 3,959.0 $1.3M 0.00% +63.0 +1.6% $339.36 +26.8%
949 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 15,656.0 $1.3M 0.00% +2K +11.5% $85.66 +9.6%
950 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 9,772.0 $1.3M 0.00% +8K +350.3% $137.12 -4.0%
951 FRDM FREEDOM 100 EMERGING MARKETS ETF 24,512.0 $1.3M 0.00% +2K +8.9% $54.60 +22.1%
952 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 78,118.0 $1.3M 0.00% +7K +9.5% $17.11 -2.3%
953 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 37,076.0 $1.3M 0.00% +1K +3.1% $35.70 -17.7%
954 GTLB GITLAB INC CLASS A COM Technology 60,822.0 $1.3M 0.00% +28K +82.7% $21.63 +17.7%
955 BC BRUNSWICK CORP COM Consumer Cyclical 18,067.0 $1.3M 0.00% +2K +15.2% $72.74 +7.0%
956 CHWY CHEWY INC CL A Consumer Cyclical 48,642.0 $1.3M 0.00% +1K +3.1% $27.00 -27.2%
957 CGGE CAPITAL GROUP GLOBAL EQUITY ETF 43,009.0 $1.3M 0.00% +6K +16.2% $30.50 +10.6%
958 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 17,987.0 $1.3M 0.00% +251.0 +1.4% $72.83 +3.9%
959 CATY CATHAY GEN BANCORP COM Financial Services 26,226.0 $1.3M 0.00% +617.0 +2.4% $49.86 +14.7%
960 R RYDER SYS INC COM Industrials 6,386.0 $1.3M 0.00% +955.0 +17.6% $204.72 +11.5%
Page 48 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%