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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 54 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 SANM SANMINA CORP COM Technology 7,572.0 $982K 0.00% +63.0 +0.8% $129.64 +73.3%
1062 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 46,881.0 $981K 0.00% +2K +5.1% $20.93 -0.8%
1063 DTM DT MIDSTREAM INC COMMON STOCK Energy 7,268.0 $979K 0.00% +1K +22.2% $134.67 +11.5%
1064 PFFD GLOBAL X U.S. PREFERRED ETF 53,166.0 $978K 0.00% +39K +268.8% $18.40 +2.2%
1065 FTDR FRONTDOOR INC COM Consumer Cyclical 18,489.0 $977K 0.00% +14K +356.5% $52.86 +17.3%
1066 AGNC AGNC INVT CORP COM Real Estate 97,325.0 $976K 0.00% +6K +6.3% $10.03 +2.2%
1067 TKR TIMKEN CO COM Industrials 9,597.0 $965K 0.00% +449.0 +4.9% $100.56 +8.7%
1068 CORT CORCEPT THERAPEUTICS INC COM Healthcare 23,795.0 $959K 0.00% +14K +152.6% $40.31 +44.4%
1069 CWST CASELLA WASTE SYS INC CL A Industrials 12,073.0 $958K 0.00% +564.0 +4.9% $79.34 +7.4%
1070 RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 17,177.0 $956K 0.00% +144.0 +0.8% $55.66 +2.5%
1071 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 41,146.0 $952K 0.00% +4K +9.7% $23.14 -0.8%
1072 NWSA NEWS CORP NEW CL A Communication Services 38,172.0 $952K 0.00% +23K +149.8% $24.93 +5.3%
1073 LAZ LAZARD INC COM Financial Services 22,295.0 $947K 0.00% +2K +9.7% $42.48 +6.9%
1074 BLSH BULLISH ORD SHS Technology 26,400.0 $943K 0.00% +17K +184.9% $35.73 +3.5%
1075 BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF 43,232.0 $943K 0.00% +11K +33.8% $21.81 -0.2%
1076 SAIA SAIA INC COM Industrials 2,676.0 $940K 0.00% +377.0 +16.4% $351.28 +27.8%
1077 ELF E L F BEAUTY INC COM Consumer Defensive 15,495.0 $939K 0.00% +4K +35.7% $60.61 -12.6%
1078 UDR UDR INC COM Real Estate 27,756.0 $938K 0.00% +5K +22.0% $33.78 +10.7%
1079 MAIN MAIN STR CAP CORP COM Financial Services 17,701.0 $937K 0.00% +2K +10.0% $52.96 -4.6%
1080 MP MP MATERIALS CORP COM CL A Basic Materials 19,427.0 $936K 0.00% +3K +19.7% $48.18 +14.0%
Page 54 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%