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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 62 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 JAMES HARDIE INDS PLC ORD SHS 30,701.0 $581K 0.00% +3K +11.0% $18.94
1222 IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 23,769.0 $580K 0.00% +170.0 +0.7% $24.39 -2.3%
1223 EVX VANECK ENVIRONMENTAL SERVICES ETF 14,944.0 $579K 0.00% +244.0 +1.7% $38.72 +0.5%
1224 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 38,342.0 $576K 0.00% +4K +10.2% $15.02 -0.1%
1225 HUN HUNTSMAN CORP COM Basic Materials 43,072.0 $573K 0.00% +9K +25.5% $13.31 +3.8%
1226 NYLI CANDRIAM INTERNATIONAL EQUITY ETF 16,239.0 $572K 0.00% +317.0 +2.0% $35.24
1227 RBRK RUBRIK INC. CL A Technology 11,649.0 $570K 0.00% +3K +28.7% $48.97 +32.7%
1228 IBHJ ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF 21,699.0 $569K 0.00% +133.0 +0.6% $26.22 -0.2%
1229 GAB GABELLI EQUITY TR INC COM Financial Services 100,452.0 $563K 0.00% +10K +11.5% $5.60 -1.1%
1230 FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 5,120.0 $562K 0.00% +496.0 +10.7% $109.77 +3.8%
1231 BRZE BRAZE INC COM CL A Technology 23,733.0 $560K 0.00% +7K +45.6% $23.61 -7.8%
1232 PLNT PLANET FITNESS MASTER ISSUER L CL A Consumer Cyclical 7,417.0 $552K 0.00% +5K +164.3% $74.37 -27.2%
1233 FIRST HAWAIIAN INC COM 22,349.0 $551K 0.00% +878.0 +4.1% $24.64
1234 IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF 9,423.0 $547K 0.00% +497.0 +5.6% $58.06 +48.6%
1235 KBH KB HOME COM Consumer Cyclical 10,484.0 $543K 0.00% +1K +15.1% $51.75 -11.8%
1236 LPX LOUISIANA PAC CORP COM Basic Materials 7,453.0 $542K 0.00% +1K +15.8% $72.75 -3.2%
1237 CSTM CONSTELLIUM SE CL A SHS Basic Materials 22,045.0 $542K 0.00% +4K +22.9% $24.57 +31.3%
1238 CSW INDUSTRIALS INC COM 2,062.0 $537K 0.00% +25.0 +1.2% $260.58
1239 IAC IAC INC COM NEW Technology 13,417.0 $537K 0.00% +7K +97.7% $40.03 +1.7%
1240 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 28,633.0 $532K 0.00% +3K +13.5% $18.59 -3.0%
Page 62 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%