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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 5 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PEP PEPSICO INC COM Consumer Defensive 675,130.0 $104.8M 0.18% +20K +3.1% $155.29 -3.3%
82 HD HOME DEPOT INC COM Consumer Cyclical 310,515.0 $102.1M 0.18% +43K +16.0% $328.87 -8.1%
83 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 2,952,121.0 $100.3M 0.17% +54K +1.9% $33.97 +7.7%
84 CSL CARLISLE COS INC COM Industrials 297,197.0 $99.1M 0.17% +4K +1.2% $333.60 -3.2%
85 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 486,903.0 $98.9M 0.17% +380K +357.2% $203.19 +9.5%
86 TSLA TESLA INC COM Consumer Cyclical 265,800.0 $98.8M 0.17% +103K +63.6% $371.73 +8.1%
87 BK BANK NEW YORK MELLON CORP COM Financial Services 831,645.0 $98.7M 0.17% +20K +2.4% $118.62 +16.0%
88 PFE PFIZER INC COM Healthcare 3,485,448.0 $97.9M 0.17% +207K +6.3% $28.08 -8.7%
89 DG DOLLAR GEN CORP COM Consumer Defensive 815,568.0 $96.8M 0.17% +142K +21.1% $118.73 -13.4%
90 VO VANGUARD MID-CAP ETF 333,471.0 $95.8M 0.17% +2K +0.7% $287.18 -73.4%
91 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 815,733.0 $95.5M 0.17% +665K +440.2% $117.05 -5.9%
92 AEP AMERICAN ELEC PWR CO INC COM Utilities 721,324.0 $94.6M 0.17% +617K +594.4% $131.08 -1.7%
93 IWD ISHARES RUSSELL 1000 VALUE ETF 435,644.0 $93.1M 0.16% +21K +5.2% $213.66 +8.8%
94 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 435,479.0 $89.7M 0.16% +25K +6.2% $206.08 -9.6%
95 UNILEVER PLC SPON ADR NEW 1,536,274.0 $87.5M 0.15% +365K +31.2% $56.98
96 WFC WELLS FARGO & CO COM Financial Services 1,088,041.0 $86.6M 0.15% +159K +17.1% $79.61 -5.9%
97 T AT&T INC COM Communication Services 2,986,531.0 $86.6M 0.15% +406K +15.7% $28.99 -14.3%
98 MCD MCDONALDS CORP COM Consumer Cyclical 277,363.0 $86.2M 0.15% +71K +34.5% $310.78 -8.9%
99 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 358,564.0 $86.0M 0.15% +133K +59.0% $239.98 +22.6%
100 AMP AMERIPRISE FINL INC COM Financial Services 192,997.0 $85.8M 0.15% +3K +1.4% $444.38 +6.0%
Page 5 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%