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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 53 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 46,435.0 $1.1M 0.00% +13K +38.6% $23.02 -0.3%
1042 NEA NUVEEN AMT FREE QLTY MUN INCME COM Financial Services 94,267.0 $1.1M 0.00% +6K +6.9% $11.23 -1.0%
1043 APLD APPLIED DIGITAL CORP COM NEW Technology 44,414.0 $1.1M 0.00% +5K +13.2% $23.74 +66.5%
1044 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 22,561.0 $1.0M 0.00% +15K +216.4% $46.42 +3.1%
1045 CNH INDL N V SHS 95,123.0 $1.0M 0.00% +11K +12.8% $11.00
1046 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 17,960.0 $1.0M 0.00% +6K +44.4% $57.57 +18.8%
1047 EUFN ISHARES MSCI EUROPE FINANCIALS ETF 29,614.0 $1.0M 0.00% +659.0 +2.3% $34.85 +10.1%
1048 DSGX DESCARTES SYS GROUP INC COM Technology 14,420.0 $1.0M 0.00% +8K +133.6% $71.56 -1.4%
1049 KMPR KEMPER CORP COM Financial Services 33,737.0 $1.0M 0.00% +25K +299.9% $30.56 -4.5%
1050 MATW MATTHEWS INTL CORP CL A Industrials 39,629.0 $1.0M 0.00% +6K +18.3% $25.82 +4.3%
1051 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 34,110.0 $1.0M 0.00% +9K +35.1% $29.99 +14.5%
1052 BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 20,585.0 $1.0M 0.00% +1K +6.5% $49.41 +5.7%
1053 ESI ELEMENT SOLUTIONS INC COM Basic Materials 29,753.0 $1.0M 0.00% +11K +57.8% $34.14 +15.6%
1054 NTCT NETSCOUT SYS INC COM Technology 31,940.0 $1.0M 0.00% +1K +3.6% $31.79 +22.7%
1055 KAI KADANT INC COM Industrials 3,442.0 $1.0M 0.00% +118.0 +3.5% $292.35 +3.8%
1056 AROC ARCHROCK INC COM Energy 28,903.0 $1.0M 0.00% +1K +3.6% $34.80 +7.2%
1057 TSLL DIREXION DAILY TSLA BULL 2X ETF 82,289.0 $1000K 0.00% +5K +5.8% $12.15 +20.7%
1058 ESS ESSEX PPTY TR INC COM Real Estate 4,091.0 $990K 0.00% +2K +108.9% $242.00 +12.7%
1059 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 14,035.0 $990K 0.00% +570.0 +4.2% $70.51 -24.2%
1060 ARES ARES MANAGEMENT CORPORATION CL A COM STK Financial Services 9,028.0 $985K 0.00% +917.0 +11.3% $109.10 +11.9%
Page 53 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%