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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 52 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 11,952.0 $1.1M 0.00% +1K +11.7% $93.86 +80.0%
1022 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 70,416.0 $1.1M 0.00% +12K +21.0% $15.92 +15.0%
1023 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 5,177.0 $1.1M 0.00% +313.0 +6.4% $215.88 -34.0%
1024 DT DYNATRACE INC COM NEW Technology 30,211.0 $1.1M 0.00% +11K +60.4% $36.98 +8.1%
1025 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 69,861.0 $1.1M 0.00% +14K +24.8% $15.83 +2.0%
1026 RKLB ROCKET LAB CORP COM Industrials 17,193.0 $1.1M 0.00% +6K +49.4% $64.22 +98.2%
1027 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 15,941.0 $1.1M 0.00% +167.0 +1.1% $69.18 -9.4%
1028 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 12,281.0 $1.1M 0.00% +5K +72.9% $89.78 -4.6%
1029 PLMR PALOMAR HLDGS INC COM Financial Services 9,175.0 $1.1M 0.00% +534.0 +6.2% $119.50 -5.1%
1030 ACM AECOM COM Industrials 12,882.0 $1.1M 0.00% +6K +93.1% $84.80 -15.7%
1031 AVB AVALONBAY CMNTYS INC COM Real Estate 6,667.0 $1.1M 0.00% +694.0 +11.6% $163.34 +14.3%
1032 MASI MASIMO CORP COM Healthcare 6,106.0 $1.1M 0.00% +2K +58.5% $177.88 +0.5%
1033 AIR LEASE CORP CL A 16,694.0 $1.1M 0.00% +2K +13.9% $64.94
1034 IDA IDACORP INC COM Utilities 7,580.0 $1.1M 0.00% +2K +34.4% $142.98 -0.7%
1035 OMF ONEMAIN HLDGS INC COM Financial Services 20,250.0 $1.1M 0.00% +3K +18.7% $53.47 -1.1%
1036 SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 43,050.0 $1.1M 0.00% +4K +10.9% $25.06 -0.5%
1037 GATX GATX CORP COM Industrials 6,311.0 $1.1M 0.00% +332.0 +5.5% $170.73 -0.5%
1038 FCF FIRST COMWLTH FINL CORP PA COM Financial Services 61,151.0 $1.1M 0.00% +1K +1.7% $17.58 +4.3%
1039 OKLO OKLO INC COM CL A Utilities 21,630.0 $1.1M 0.00% +9K +71.1% $49.59 +12.7%
1040 SNEX STONEX GROUP INC COM Financial Services 13,273.0 $1.1M 0.00% +5K +62.3% $80.65 +35.6%
Page 52 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%