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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 55 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 3,685.0 $936K 0.00% +438.0 +13.5% $253.99 +4.3%
1082 DGII DIGI INTL INC COM Technology 19,410.0 $936K 0.00% +1K +6.6% $48.20 +29.1%
1083 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 16,003.0 $932K 0.00% +5K +41.6% $58.24 -2.4%
1084 PRI PRIMERICA INC COM Financial Services 3,692.0 $925K 0.00% +2K +143.7% $250.48 +12.1%
1085 ALK ALASKA AIR GROUP INC COM Industrials 25,090.0 $923K 0.00% +6K +28.9% $36.77 +8.1%
1086 VCEL VERICEL CORP COM Healthcare 28,394.0 $913K 0.00% +20K +219.5% $32.17 +8.7%
1087 CHRD CHORD ENERGY CORPORATION COM NEW Energy 6,344.0 $902K 0.00% +2K +58.3% $142.18 +1.8%
1088 TEX TEREX CORP NEW COM Industrials 15,180.0 $897K 0.00% +11K +266.8% $59.08 -2.5%
1089 CPRX CATALYST PHARMACEUTICALS INC COM Healthcare 36,190.0 $896K 0.00% +2K +4.7% $24.76 +26.1%
1090 FRME FIRST MERCHANTS CORP COM Financial Services 23,031.0 $892K 0.00% +722.0 +3.2% $38.73 +3.2%
1091 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 18,886.0 $891K 0.00% +1K +7.1% $47.16 +8.9%
1092 CBOE CBOE GLOBAL MKTS INC COM Financial Services 3,163.0 $889K 0.00% +459.0 +17.0% $281.11 +29.0%
1093 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 33,641.0 $889K 0.00% +10K +44.1% $26.43 +4.4%
1094 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 13,381.0 $885K 0.00% +161.0 +1.2% $66.11 +5.8%
1095 KIM KIMCO REALTY CORP COM Real Estate 39,199.0 $881K 0.00% +22K +121.9% $22.47 +6.2%
1096 VPL VANGUARD FTSE PACIFIC ETF 8,937.0 $873K 0.00% +2K +38.0% $97.73 +13.6%
1097 NTST NETSTREIT CORP COM Real Estate 46,058.0 $867K 0.00% +2K +4.3% $18.83 +8.7%
1098 IDU ISHARES U.S. UTILITIES ETF 7,379.0 $857K 0.00% +1K +16.0% $116.12 -2.9%
1099 NOV NOV INC COM Energy 44,347.0 $834K 0.00% +5K +13.6% $18.81 +11.9%
1100 RRBI RED RIVER BANCSHARES INC COM Financial Services 9,214.0 $833K 0.00% +127.0 +1.4% $90.44 -1.5%
Page 55 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%