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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 57 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CRI CARTERS INC COM Consumer Cyclical 21,663.0 $775K 0.00% +152.0 +0.7% $35.76 +2.7%
1122 MC MOELIS & CO CL A Financial Services 13,581.0 $774K 0.00% +2K +19.5% $57.00 +12.2%
1123 EWJ ISHARES MSCI JAPAN ETF 9,148.0 $772K 0.00% +3K +49.8% $84.44 +7.7%
1124 AVNT AVIENT CORPORATION COM Basic Materials 21,204.0 $770K 0.00% +4K +26.1% $36.30 -7.9%
1125 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 17,807.0 $767K 0.00% +2K +11.8% $43.06 -0.2%
1126 SN SHARKNINJA INC COM SHS Consumer Cyclical 7,240.0 $767K 0.00% +2K +47.3% $105.89 -0.5%
1127 BRKR BRUKER CORP COM Healthcare 21,142.0 $764K 0.00% +9K +70.4% $36.12 +20.3%
1128 MSC INCOME FUND INC COM 62,453.0 $761K 0.00% +8K +14.6% $12.18
1129 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 31,279.0 $760K 0.00% +733.0 +2.4% $24.31 +6.0%
1130 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 15,753.0 $757K 0.00% +346.0 +2.2% $48.05 -0.4%
1131 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 2,605.0 $756K 0.00% +185.0 +7.6% $290.28 +2.9%
1132 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 14,864.0 $755K 0.00% +590.0 +4.1% $50.80 -9.6%
1133 SAM BOSTON BEER INC CL A Consumer Defensive 3,274.0 $754K 0.00% +2K +88.9% $230.39 -20.7%
1134 EHC ENCOMPASS HEALTH CORP COM Healthcare 7,779.0 $752K 0.00% +1K +19.6% $96.73 +8.1%
1135 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 160,644.0 $752K 0.00% +60K +59.7% $4.68 -6.2%
1136 GEN GEN DIGITAL INC COM Technology 39,809.0 $750K 0.00% +10K +34.7% $18.83 +31.0%
1137 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 1,430.0 $749K 0.00% +299.0 +26.4% $523.47 -2.7%
1138 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 8,686.0 $744K 0.00% +5K +133.3% $85.71 +17.0%
1139 AVT AVNET INC COM Technology 12,064.0 $743K 0.00% +2K +14.8% $61.62 +36.6%
1140 GH GUARDANT HEALTH INC COM Healthcare 8,043.0 $743K 0.00% +6K +256.4% $92.36 +17.7%
Page 57 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%