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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 67 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 LOGI LOGITECH INTL S A SHS Technology 4,622.0 $421K 0.00% +231.0 +5.3% $91.11 +13.0%
1322 IBHH ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF 17,907.0 $420K 0.00% +2K +15.7% $23.47 -0.1%
1323 IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 18,908.0 $418K 0.00% +2K +14.8% $22.13 -0.2%
1324 WULF TERAWULF INC COM Financial Services 28,907.0 $417K 0.00% +7K +31.6% $14.43 +46.5%
1325 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 4,395.0 $416K 0.00% +140.0 +3.3% $94.76 +18.4%
1326 BANR BANNER CORP COM NEW Financial Services 6,856.0 $416K 0.00% +1K +24.7% $60.68 +4.6%
1327 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 12,424.0 $415K 0.00% +643.0 +5.5% $33.40 +2.9%
1328 CENTA CENTRAL GARDEN & PET CO CL A NON-VTG Consumer Defensive 12,755.0 $414K 0.00% +88.0 +0.7% $32.42 +6.8%
1329 HTGC HERCULES CAPITAL INC COM Financial Services 27,989.0 $413K 0.00% +1K +4.2% $14.77 +4.3%
1330 ANGLOGOLD ASHANTI PLC COM SHS 4,225.0 $411K 0.00% +1K +47.7% $97.35
1331 PK PARK HOTELS & RESORTS INC COM Real Estate 38,470.0 $405K 0.00% +256.0 +0.7% $10.53 +5.3%
1332 VYGR VOYAGER THERAPEUTICS INC COM Healthcare 104,854.0 $405K 0.00% +1K +1.2% $3.86 -8.5%
1333 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 8,131.0 $404K 0.00% +2K +27.3% $49.69 +13.0%
1334 BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A Utilities 10,221.0 $404K 0.00% +1K +11.2% $39.52 +3.5%
1335 FFIN FIRST FINL BANKSHARES INC COM Financial Services 13,699.0 $403K 0.00% +5K +59.6% $29.45 +7.8%
1336 CVLT COMMVAULT SYS INC COM Technology 5,166.0 $402K 0.00% +3K +139.9% $77.89 +36.0%
1337 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 8,963.0 $402K 0.00% +522.0 +6.2% $44.85 +1.4%
1338 NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF 11,129.0 $402K 0.00% +438.0 +4.1% $36.11 +4.8%
1339 TRMK TRUSTMARK CORP COM Financial Services 9,490.0 $400K 0.00% +59.0 +0.6% $42.14 +4.2%
1340 AIR AAR CORP COM Industrials 3,643.0 $399K 0.00% +248.0 +7.3% $109.46 -7.8%
Page 67 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%