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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 68 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 FOX FOX CORP CL B COM Communication Services 7,476.0 $397K 0.00% +4K +119.0% $53.10 +11.1%
1342 SHAK SHAKE SHACK INC CL A Consumer Cyclical 4,438.0 $393K 0.00% +990.0 +28.7% $88.47 -32.5%
1343 CDP COPT DEFENSE PROPERTIES SHS BEN INT Real Estate 12,784.0 $391K 0.00% +181.0 +1.4% $30.60 +4.3%
1344 DORM DORMAN PRODS INC COM Consumer Cyclical 3,730.0 $389K 0.00% +293.0 +8.5% $104.36 +10.3%
1345 MCY MERCURY GENL CORP NEW COM Financial Services 4,414.0 $389K 0.00% +36.0 +0.8% $88.15 +14.2%
1346 CNR CORE NATURAL RESOURCES INC COM SHS Energy 3,714.0 $389K 0.00% +67.0 +1.8% $104.74 -19.9%
1347 IREN IREN LIMITED ORDINARY SHARES Financial Services 11,331.0 $388K 0.00% +4K +53.5% $34.28 +47.2%
1348 MOO VANECK AGRIBUSINESS ETF 4,594.0 $388K 0.00% +85.0 +1.9% $84.50 -4.1%
1349 FDV FEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF 12,595.0 $388K 0.00% +759.0 +6.4% $30.80 +1.3%
1350 MMSI MERIT MED SYS INC COM Healthcare 5,609.0 $387K 0.00% +601.0 +12.0% $68.93 -7.7%
1351 CMPR CIMPRESS PLC SHS EURO Communication Services 5,296.0 $387K 0.00% +33.0 +0.6% $73.00 +36.3%
1352 CII BLACKROCK ENHANCED LARGE CAP C COM Financial Services 18,369.0 $386K 0.00% +2K +11.4% $21.02 +16.4%
1353 IBHI ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF 16,539.0 $385K 0.00% +310.0 +1.9% $23.28 -0.1%
1354 ACA ARCOSA INC COM Industrials 3,620.0 $384K 0.00% +474.0 +15.1% $106.14 +10.5%
1355 QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 4,853.0 $384K 0.00% +2K +49.3% $79.09 +10.2%
1356 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 16,451.0 $384K 0.00% +1K +9.3% $23.32 -0.3%
1357 BBIO BRIDGEBIO PHARMA INC COM Healthcare 5,118.0 $380K 0.00% +1K +37.8% $74.25 -11.1%
1358 ETY EATON VANCE TAX-MANAGED DIVERS COM Financial Services 27,552.0 $380K 0.00% +3K +10.1% $13.79 +6.4%
1359 KRG KITE REALTY GROUP TRUST COM NEW Real Estate 15,412.0 $378K 0.00% +116.0 +0.8% $24.55 +6.0%
1360 MTH MERITAGE HOMES CORP COM Consumer Cyclical 6,097.0 $377K 0.00% +1K +31.9% $61.84 -1.0%
Page 68 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%