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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 72 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 GRC GORMAN RUPP CO COM Industrials 4,934.0 $307K 0.00% +62.0 +1.3% $62.13 +15.6%
1422 ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF 12,030.0 $306K 0.00% +105.0 +0.9% $25.45
1423 BKAG BNY MELLON CORE BOND ETF 7,183.0 $303K 0.00% +63.0 +0.9% $42.20 -1.8%
1424 WRBY WARBY PARKER INC CL A COM Healthcare 14,338.0 $302K 0.00% +4K +33.2% $21.07 +36.0%
1425 SEADRILL LTD COM 6,627.0 $301K 0.00% +151.0 +2.3% $45.49
1426 BDJ BLACKROCK ENHANCED EQUITY DIVI COM Financial Services 34,876.0 $301K 0.00% +14K +68.9% $8.62 +4.2%
1427 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 12,658.0 $300K 0.00% +3K +28.7% $23.69 -0.7%
1428 AMG AFFILIATED MANAGERS GROUP COM Financial Services 1,057.0 $292K 0.00% +54.0 +5.4% $276.63 +6.6%
1429 AEO AMERICAN EAGLE OUTFITTERS INC COM Consumer Cyclical 17,482.0 $292K 0.00% +410.0 +2.4% $16.69 -8.0%
1430 ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM Healthcare 20,900.0 $290K 0.00% +665.0 +3.3% $13.88 -6.6%
1431 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 15,041.0 $288K 0.00% +2K +14.7% $19.17 -29.4%
1432 NTLA INTELLIA THERAPEUTICS INC COM Healthcare 22,465.0 $288K 0.00% +5K +27.3% $12.82 -1.0%
1433 GALAXY DIGITAL INC. CL A 15,556.0 $287K 0.00% +4K +33.5% $18.45
1434 BCE BCE INC COM NEW Communication Services 11,329.0 $286K +1K +10.3% $25.24 -5.0%
1435 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 25,192.0 $284K +3K +16.0% $11.27 +13.9%
1436 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 28,401.0 $282K +10K +56.1% $9.92 -2.8%
1437 BIO BIO RAD LABS INC CL A Healthcare 1,003.0 $280K +111.0 +12.4% $278.75 +0.8%
1438 NWN NORTHWEST NAT HLDG CO COM Utilities 5,251.0 $279K +153.0 +3.0% $53.22 -6.9%
1439 IMKTA INGLES MKTS INC CL A Consumer Defensive 3,089.0 $278K +155.0 +5.3% $89.89 -4.3%
1440 ICUI ICU MED INC COM Healthcare 2,146.0 $277K +451.0 +26.6% $129.15 -4.7%
Page 72 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%