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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 50 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 11,126.0 $1.2M 0.00% +5K +86.0% $111.12 +3.4%
982 KWR QUAKER HOUGHTON COM Basic Materials 9,946.0 $1.2M 0.00% +502.0 +5.3% $124.23 +7.9%
983 PEGA PEGASYSTEMS INC COM Technology 28,622.0 $1.2M 0.00% +6K +26.1% $42.55 -21.3%
984 LNT ALLIANT ENERGY CORP COM Utilities 16,972.0 $1.2M 0.00% +4K +32.4% $71.75 +1.7%
985 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 20,914.0 $1.2M 0.00% +174.0 +0.8% $58.18 +14.0%
986 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 23,829.0 $1.2M 0.00% +2K +11.4% $50.81 +7.2%
987 HR HEALTHCARE RLTY TR CL A COM Real Estate 71,150.0 $1.2M 0.00% +20K +39.0% $16.99 +18.9%
988 SCHP SCHWAB US TIPS ETF 45,335.0 $1.2M 0.00% +31K +212.1% $26.61 +0.0%
989 EPAM EPAM SYS INC COM Technology 8,903.0 $1.2M 0.00% +6K +176.9% $135.41 -25.8%
990 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 6,725.0 $1.2M 0.00% +2K +29.9% $178.98 -7.0%
991 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 30,687.0 $1.2M 0.00% +2K +5.6% $38.96 -14.3%
992 DOCU DOCUSIGN INC COM Technology 25,081.0 $1.2M 0.00% +8K +46.1% $47.41 +4.2%
993 IXJ ISHARES GLOBAL HEALTHCARE ETF 12,712.0 $1.2M 0.00% +228.0 +1.8% $93.54 -0.0%
994 ATI ATI INC COM Industrials 8,162.0 $1.2M 0.00% +586.0 +7.7% $145.45 +5.7%
995 JBT MAREL CORPORATION COM 9,271.0 $1.2M 0.00% +171.0 +1.9% $127.86
996 ON ON SEMICONDUCTOR CORP COM Technology 19,108.0 $1.2M 0.00% +1K +5.8% $61.92 +71.2%
997 BLD TOPBUILD COR COM Industrials 3,355.0 $1.2M 0.00% +750.0 +28.8% $351.31 +17.5%
998 CAVA CAVA GROUP INC COM Consumer Cyclical 14,554.0 $1.2M 0.00% +7K +94.8% $80.94 -0.5%
999 DRS LEONARDO DRS INC COM Industrials 26,414.0 $1.2M 0.00% +12K +83.8% $44.51 -3.8%
1000 ICICI BANK LIMITED ADR 45,249.0 $1.2M 0.00% +4K +9.2% $25.90
Page 50 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%