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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 71 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 VTS VITESSE ENERGY INC COMMON STOCK Energy 18,094.0 $329K 0.00% +275.0 +1.5% $18.16 +1.1%
1402 BOX BOX INC CL A Technology 13,894.0 $328K 0.00% +3K +25.8% $23.64 +8.7%
1403 FRSH FRESHWORKS INC CLASS A COM Technology 40,705.0 $327K 0.00% +10K +34.7% $8.03 +12.7%
1404 GNK GENCO SHIPPING & TRADING LTD SHS Industrials 14,484.0 $327K 0.00% +200.0 +1.4% $22.55 +8.3%
1405 HIMS HIMS & HERS HEALTH INC COM CL A Healthcare 15,693.0 $326K 0.00% +700.0 +4.7% $20.76 +7.4%
1406 IYT ISHARES US TRANSPORTATION ETF 4,367.0 $326K 0.00% +271.0 +6.6% $74.60 +6.8%
1407 KODK EASTMAN KODAK CO COM NEW Industrials 35,879.0 $325K 0.00% +3K +9.3% $9.05 +3.4%
1408 CLEARWAY ENERGY INC CL A 8,269.0 $324K 0.00% +153.0 +1.9% $39.17
1409 OTTR OTTER TAIL CORP COM Utilities 3,667.0 $322K 0.00% +265.0 +7.8% $87.77 +0.3%
1410 LAUR LAUREATE ED INC COMMON STOCK Consumer Defensive 9,210.0 $321K 0.00% +2K +21.4% $34.84 -5.2%
1411 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 24,352.0 $321K 0.00% +4K +17.6% $13.17
1412 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 34,207.0 $317K 0.00% +7K +25.0% $9.28 -10.9%
1413 NTB BANK OF N T BUTTERFIELD & SON SHS NEW Financial Services 6,030.0 $316K 0.00% +516.0 +9.4% $52.48 +6.7%
1414 CHW CALAMOS GBL DYN INCOME FUND COM Financial Services 43,363.0 $315K 0.00% +16K +59.0% $7.26 +14.5%
1415 MTX MINERALS TECHNOLOGIES INC COM Basic Materials 4,423.0 $314K 0.00% +514.0 +13.2% $70.91 +7.1%
1416 REX-OSPREY SOL STAKING ETF 27,707.0 $312K 0.00% +11K +66.0% $11.25
1417 PUK PRUDENTIAL PLC ADR Financial Services 10,941.0 $311K 0.00% +1K +15.3% $28.43 +8.6%
1418 BHF BRIGHTHOUSE FINL INC COM Financial Services 5,160.0 $309K 0.00% +457.0 +9.7% $59.88 +4.1%
1419 PTEN PATTERSON-UTI ENERGY INC COM Energy 28,485.0 $309K 0.00% +5K +20.3% $10.83 +18.6%
1420 QLYS QUALYS INC COM Technology 3,495.0 $307K 0.00% +916.0 +35.5% $87.86 +11.5%
Page 71 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%