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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 75 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 2,522.0 $244K +280.0 +12.5% $96.92 +3.3%
1482 RNST RENASANT CORP COM Financial Services 6,752.0 $244K +473.0 +7.5% $36.13 +9.9%
1483 STRA STRATEGIC ED INC COM Consumer Defensive 2,922.0 $242K +213.0 +7.9% $82.96 -2.6%
1484 TGTX TG THERAPEUTICS INC COM Healthcare 7,268.0 $241K +493.0 +7.3% $33.21 +18.7%
1485 RVLV REVOLVE GROUP INC CL A Consumer Cyclical 10,620.0 $240K +1K +15.2% $22.61 -18.6%
1486 AX AXOS FINANCIAL INC COM Financial Services 2,792.0 $238K +99.0 +3.7% $85.08 -1.5%
1487 IRT INDEPENDENCE RLTY TR INC COM Real Estate 15,954.0 $238K +2K +12.0% $14.89 +10.0%
1488 GDLC GRAYSCALE COINDESK CRYPTO 5 ETF Financial Services 7,530.0 $235K +2K +26.1% $31.19 +10.1%
1489 BITO PROSHARES BITCOIN ETF 25,149.0 $234K +2K +9.6% $9.31 +12.8%
1490 GPI GROUP 1 AUTOMOTIVE INC COM Consumer Cyclical 708.0 $234K +145.0 +25.8% $330.62 -5.9%
1491 BL BLACKLINE INC COM Technology 6,120.0 $226K +1K +21.0% $37.00 -22.7%
1492 FIXT TCW CORE PLUS BOND ETF 5,940.0 $225K +46.0 +0.8% $37.89 -1.9%
1493 MGNI MAGNITE INC COM Communication Services 18,658.0 $222K +3K +21.7% $11.88 +12.5%
1494 CPK CHESAPEAKE UTILS CORP COM Utilities 1,749.0 $221K +25.0 +1.4% $126.37 +1.5%
1495 ALLO ALLOGENE THERAPEUTICS INC COM Healthcare 89,938.0 $219K +37K +69.4% $2.44 -21.3%
1496 VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 4,465.0 $218K +138.0 +3.2% $48.86 +0.2%
1497 RDW REDWIRE CORPORATION COM Industrials 25,629.0 $218K +15K +134.8% $8.50 +67.4%
1498 APPN APPIAN CORP CL A Technology 8,976.0 $216K +580.0 +6.9% $24.11 -10.7%
1499 BSMY INVESCO BULLETSHARES 2034 MUNICIPAL BOND ETF 8,783.0 $213K +68.0 +0.8% $24.26 -0.2%
1500 GIII G III APPAREL GROUP LTD COM Consumer Cyclical 7,685.0 $213K +468.0 +6.5% $27.70 +3.6%
Page 75 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%