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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 76 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 FLO FLOWERS FOODS INC COM Consumer Defensive 25,958.0 $212K +2K +6.7% $8.15 -11.9%
1502 ACHR ARCHER AVIATION INC COM CL A Industrials 40,658.0 $210K +12K +39.7% $5.17 +14.5%
1503 LEVI LEVI STRAUSS & CO NEW CL A COM STK Consumer Cyclical 11,217.0 $207K +1K +11.7% $18.49 +13.5%
1504 TBBK BANCORP INC DEL COM Financial Services 3,829.0 $206K +551.0 +16.8% $53.73 +0.9%
1505 FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 10,199.0 $204K +80.0 +0.8% $19.96 -0.0%
1506 BMI BADGER METER INC COM Technology 1,334.0 $203K +96.0 +7.8% $152.35 -21.9%
1507 PLUS EPLUS INC COM Technology 2,685.0 $202K +64.0 +2.4% $75.25 +10.4%
1508 AESI ATLAS ENERGY SOLUTIONS INC COM NEW Energy 15,398.0 $202K +472.0 +3.2% $13.12 +48.2%
1509 ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 4,769.0 $200K +31.0 +0.7% $41.96 +10.0%
1510 CUSHMAN AND WAKEFIELD LTD COMMON SHARES 16,106.0 $197K +2K +16.0% $12.26
1511 OIS OIL STS INTL INC COM Energy 16,885.0 $197K +3K +18.4% $11.64 -22.6%
1512 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 23,620.0 $196K +1K +6.5% $8.31 -15.8%
1513 LEG LEGGETT & PLATT INC COM Consumer Cyclical 19,747.0 $195K +425.0 +2.2% $9.88 -7.2%
1514 NVCR NOVOCURE LTD ORD SHS Healthcare 17,874.0 $195K +7K +67.9% $10.90 +61.3%
1515 HNST HONEST CO INC COM Consumer Cyclical 65,903.0 $194K +12K +23.0% $2.94 +6.1%
1516 IOVA IOVANCE BIOTHERAPEUTICS INC COM Healthcare 55,157.0 $194K +8K +17.8% $3.51 -1.7%
1517 USA LIBERTY ALL STAR EQUITY FD SH BEN INT Financial Services 34,665.0 $192K +9K +35.4% $5.55 +2.9%
1518 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 16,573.0 $191K +3K +22.6% $11.51 +22.4%
1519 AUR AURORA INNOVATION INC CLASS A COM Technology 45,693.0 $188K +3K +7.0% $4.12 +80.1%
1520 AEGON LTD AMER REG 1 CERT 25,768.0 $187K +7K +38.3% $7.26
Page 76 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%