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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 7 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RTX RTX CORPORATION COM Industrials 336,103.0 $64.8M 0.11% +33K +10.7% $192.89 -8.8%
122 DUK DUKE ENERGY CORP NEW COM NEW Utilities 490,302.0 $64.2M 0.11% +28K +6.0% $130.94 -6.2%
123 JMUB JPMORGAN MUNICIPAL ETF 1,282,009.0 $64.1M 0.11% +69K +5.7% $49.99 -0.3%
124 MCO MOODYS CORP COM Financial Services 145,331.0 $63.4M 0.11% +31K +27.1% $436.24 +1.6%
125 UNH UNITEDHEALTH GROUP INC COM Healthcare 232,248.0 $62.8M 0.11% +111K +91.8% $270.56 +44.6%
126 FCX FREEPORT MCMORAN INC CL B Basic Materials 1,049,150.0 $61.7M 0.11% +345K +49.1% $58.77 +2.9%
127 CRM SALESFORCE INC COM Technology 327,636.0 $61.2M 0.11% +199K +154.4% $186.67 -3.8%
128 ORCL ORACLE CORP COM Technology 415,626.0 $61.1M 0.11% +41K +11.1% $147.09 +26.9%
129 GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 1,379,015.0 $59.5M 0.10% +92K +7.2% $43.12 +4.3%
130 KLAC KLA CORP COM NEW Technology 39,906.0 $58.8M 0.10% +23K +134.0% $1472.32 +19.3%
131 NTR NUTRIEN LTD COM Basic Materials 777,360.0 $58.7M 0.10% +7K +1.0% $75.45 -5.1%
132 JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 1,198,576.0 $58.6M 0.10% +14K +1.2% $48.86 +10.9%
133 SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 1,158,451.0 $58.4M 0.10% +111K +10.6% $50.45 -0.4%
134 VONG VANGUARD RUSSELL 1000 GROWTH ETF 588,709.0 $58.0M 0.10% +11K +1.9% $98.47 +28.7%
135 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 361,993.0 $56.9M 0.10% +262K +261.2% $157.28 -0.8%
136 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 679,524.0 $56.8M 0.10% +13K +2.0% $83.55 +5.3%
137 IVW ISHARES S&P 500 GROWTH ETF 489,338.0 $55.3M 0.10% +10K +2.1% $113.09 +18.9%
138 ETN EATON CORP PLC SHS Industrials 154,580.0 $55.3M 0.10% +88K +133.2% $357.64 +6.8%
139 AMD ADVANCED MICRO DEVICES INC COM Technology 269,610.0 $54.8M 0.10% +167K +163.2% $203.39 +103.6%
140 BERKSHIRE HATHAWAY INC DEL CL A 76.0 $54.6M 0.10% +3.0 +4.1% $718140.00
Page 7 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%