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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 58 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 116,433.0 $743K 0.00% +1K +0.9% $6.38 +18.5%
1142 REZI RESIDEO TECHNOLOGIES INC COM Industrials 21,961.0 $740K 0.00% +14K +169.7% $33.71 -14.1%
1143 IRTC IRHYTHM HOLDINGS INC COM Healthcare 6,270.0 $740K 0.00% +467.0 +8.1% $118.02 -2.4%
1144 VRNS VARONIS SYS INC COM Technology 33,641.0 $722K 0.00% +10K +39.5% $21.47 +41.4%
1145 BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 34,148.0 $722K 0.00% +308.0 +0.9% $21.15 -1.0%
1146 KLIC KULICKE & SOFFA INDS INC COM Technology 10,852.0 $713K 0.00% +6K +106.3% $65.71 +50.9%
1147 FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 11,923.0 $713K 0.00% +5K +85.1% $59.78 +0.2%
1148 SPYI NEOS S&P 500 HIGH INCOME ETF 14,433.0 $713K 0.00% +3K +27.6% $49.37 +7.4%
1149 NOK NOKIA CORP SPONSORED ADR Technology 88,328.0 $710K 0.00% +7K +8.4% $8.04 +70.3%
1150 EQNR EQUINOR ASA SPONSORED ADR Energy 16,772.0 $708K 0.00% +2K +11.4% $42.20 -7.2%
1151 VNO VORNADO RLTY TR SH BEN INT Real Estate 27,230.0 $708K 0.00% +7K +31.5% $25.99 +19.6%
1152 TFI SPDR NUVEEN BARCLAYS MUNICIPAL BOND ETF 15,548.0 $705K 0.00% +8K +111.4% $45.34 -0.5%
1153 NZF NUVEEN MUN CR INCOME FD COM SH BEN INT Financial Services 57,832.0 $704K 0.00% +3K +5.9% $12.18 +0.4%
1154 ASTS AST SPACEMOBILE INC COM CL A Technology 8,481.0 $703K 0.00% +1K +17.3% $82.87 +9.0%
1155 USAR USA RARE EARTH INC COM Basic Materials 46,289.0 $701K 0.00% +26K +132.6% $15.13 +47.3%
1156 IWX ISHARES RUSSELL TOP 200 VALUE ETF 7,547.0 $699K 0.00% +46.0 +0.6% $92.67 +9.9%
1157 DV DOUBLEVERIFY HLDGS INC COM Technology 73,498.0 $698K 0.00% +33K +82.6% $9.50 -3.2%
1158 ESAB ESAB CORPORATION COM Industrials 7,205.0 $696K 0.00% +222.0 +3.2% $96.66 -8.0%
1159 MSDL MORGAN STANLEY DIRECT LENDING COM SHS Financial Services 49,695.0 $694K 0.00% +350.0 +0.7% $13.96 +6.9%
1160 TMDX TRANSMEDICS GROUP INC COM Healthcare 6,969.0 $693K 0.00% +5K +314.8% $99.41 -30.5%
Page 58 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%