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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 77 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 TTI TETRA TECHNOLOGIES INC DEL COM Energy 21,436.0 $183K +947.0 +4.6% $8.52 +23.5%
1522 DIGITALBRIDGE GROUP INC CL A NEW 11,832.0 $182K +318.0 +2.8% $15.42
1523 OAKTREE SPECIALTY LENDING COM 15,994.0 $181K +87.0 +0.6% $11.30
1524 NMFC NEW MTN FIN CORP COM Financial Services 23,209.0 $180K +5K +30.2% $7.76 +4.3%
1525 MFA MFA FINL INC COM Real Estate 18,619.0 $178K +2K +13.4% $9.58 -2.8%
1526 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 19,280.0 $174K +777.0 +4.2% $9.02 +9.6%
1527 MIN MFS INTER INCOME TR SH BEN INT Financial Services 68,362.0 $172K +10K +17.6% $2.51 -2.6%
1528 NEWSMAX INC COM SHS CLASS B 32,811.0 $171K +20K +148.9% $5.22
1529 UMH UMH PPTYS INC COM Real Estate 11,829.0 $171K +578.0 +5.1% $14.43 +3.4%
1530 COUR COURSERA INC COM Consumer Defensive 28,386.0 $165K +14K +95.3% $5.82 -9.3%
1531 CMCO COLUMBUS MCKINNON CORP N Y COM Industrials 11,293.0 $164K +903.0 +8.7% $14.52 -4.0%
1532 MCW MISTER CAR WASH INC COM Consumer Cyclical 23,107.0 $161K +6K +33.7% $6.97 +1.9%
1533 WU WESTERN UN CO COM Financial Services 18,117.0 $158K +8K +78.0% $8.73 -4.5%
1534 KRNT KORNIT DIGITAL LTD SHS Industrials 10,661.0 $156K +480.0 +4.7% $14.66 +2.7%
1535 KOS KOSMOS ENERGY LTD COM Energy 53,939.0 $150K +25K +88.6% $2.78 +16.2%
1536 SMR NUSCALE PWR CORP CL A COM Utilities 13,482.0 $146K +2K +18.0% $10.84 +3.6%
1537 ARDX ARDELYX INC COM Healthcare 24,307.0 $145K +4K +21.9% $5.98 +2.1%
1538 ANGX ANGEL STUDIOS INC CL A COM Communication Services 46,616.0 $142K +2K +4.5% $3.05 -12.5%
1539 BMBL BUMBLE INC COM CL A Technology 42,804.0 $140K +28K +195.2% $3.26 -2.5%
1540 VSTS VESTIS CORPORATION COM SHS Industrials 17,747.0 $139K +2K +12.4% $7.86 +55.9%
Page 77 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%