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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 74 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 TDS TELEPHONE & DATA SYS INC COM NEW Communication Services 6,120.0 $258K +94.0 +1.6% $42.10 -1.6%
1462 LZB LA Z BOY INC COM Consumer Cyclical 8,002.0 $257K +2K +38.7% $32.14 +7.5%
1463 RIG TRANSOCEAN LTD REGISTERED SHS Energy 38,490.0 $255K +815.0 +2.2% $6.63 +14.3%
1464 NBTB NBT BANCORP INC COM Financial Services 5,978.0 $255K +788.0 +15.2% $42.58 +5.2%
1465 PTCT PTC THERAPEUTICS INC COM Healthcare 3,734.0 $254K +260.0 +7.5% $68.12 +3.0%
1466 WABC WESTAMERICA BANCORPORATION COM Financial Services 4,876.0 $254K +114.0 +2.4% $52.15 +4.8%
1467 CIFR CIPHER DIGITAL INC COM Financial Services 19,749.0 $254K +767.0 +4.0% $12.87 +46.1%
1468 PRKS UNITED PARKS & RESORTS INC COM Consumer Cyclical 7,782.0 $254K +63.0 +0.8% $32.66 +10.6%
1469 LGIH LGI HOMES INC COM Consumer Cyclical 6,421.0 $254K +1K +29.5% $39.53 +4.3%
1470 UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 2,850.0 $253K +380.0 +15.4% $88.86
1471 STVN STEVANATO GROUP S P A ORD SHS Healthcare 18,270.0 $251K +4K +31.2% $13.75 +29.4%
1472 AAAU GOLDMAN SACHS PHYSICAL GOLD ETF Financial Services 5,430.0 $251K +478.0 +9.7% $46.19 -4.3%
1473 ATRC ATRICURE INC COM Healthcare 8,787.0 $251K +843.0 +10.6% $28.53 +0.9%
1474 HAFC HANMI FINL CORP COM NEW Financial Services 9,467.0 $250K +167.0 +1.8% $26.36 +12.3%
1475 PWP PERELLA WEINBERG PARTNERS CLASS A COM Financial Services 13,719.0 $249K +3K +23.4% $18.16 -1.0%
1476 GEF GREIF INC CL A Consumer Cyclical 3,707.0 $249K +144.0 +4.0% $67.07 -6.3%
1477 OSIS OSI SYSTEMS INC COM Technology 936.0 $249K +16.0 +1.7% $265.51 -21.7%
1478 MXL MAXLINEAR INC COM Technology 14,241.0 $248K +167.0 +1.2% $17.39 +403.0%
1479 VCYT VERACYTE INC COM Healthcare 7,663.0 $247K +567.0 +8.0% $32.21 +28.9%
1480 BIOHAVEN LTD COM 29,053.0 $246K +5K +22.1% $8.46
Page 74 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%