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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 78 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 SOLZ SOLANA ETF 16,058.0 $134K +5K +45.8% $8.36 +2.4%
1542 SABR SABRE CORP COM Consumer Cyclical 88,997.0 $129K +19K +27.4% $1.45 +10.4%
1543 LITHIUM AMERS CORP NEW COM SHS 32,186.0 $127K +4K +16.1% $3.95
1544 OCGN OCUGEN INC COM Healthcare 70,000.0 $127K +10K +16.7% $1.81 -23.2%
1545 ACDC PROFRAC HLDG CORP CLASS A COM Energy 20,426.0 $127K +6K +42.0% $6.20 +26.0%
1546 KRNY KEARNY FINL CORP MD COM Financial Services 16,432.0 $124K +1K +7.0% $7.55 +4.4%
1547 FRANKLIN MUNICIPAL INCOME ETF 15,591.0 $121K +99.0 +0.6% $7.79
1548 QUBT QUANTUM COMPUTING INC COM Technology 17,310.0 $119K +7K +60.2% $6.85 +53.4%
1549 UNITI GROUP LLC COM SHS 12,377.0 $116K +2K +17.5% $9.38
1550 CMPX COMPASS THERAPEUTICS INC COM Healthcare 21,676.0 $115K +830.0 +4.0% $5.29 -65.4%
1551 JBI JANUS INTERNATIONAL GROUP INC COMMON STOCK Industrials 21,925.0 $113K +3K +13.7% $5.15 -6.6%
1552 GNL GLOBAL NET LEASE INC COM NEW Real Estate 11,986.0 $112K +2K +15.2% $9.36 -1.4%
1553 BGS B & G FOODS INC COM Consumer Defensive 23,310.0 $112K +7K +43.2% $4.81 -15.0%
1554 ODV OSISKO DEVELOPMENT CORP COM NEW Basic Materials 33,500.0 $109K +9K +36.7% $3.25 -6.2%
1555 LFST LIFESTANCE HEALTH GROUP INC COM Healthcare 17,012.0 $108K +6K +61.0% $6.37 +20.1%
1556 PDM PIEDMONT REALTY TRUST INC COM CL A Real Estate 16,283.0 $107K +321.0 +2.0% $6.57 +18.7%
1557 BRW SABA CAPITAL INCOME & OPRNT FD SHS NEW Financial Services 15,767.0 $106K +584.0 +3.9% $6.74 -0.3%
1558 DOUG DOUGLAS ELLIMAN INC COM Real Estate 63,973.0 $105K +3K +5.7% $1.64 +0.3%
1559 KELYA KELLY SVCS INC CL A Industrials 11,601.0 $103K +496.0 +4.5% $8.85 +8.5%
1560 DHY CREDIT SUISSE HIGH YIELD CREDI SH BEN INT Financial Services 53,267.0 $101K +35K +198.4% $1.90 -7.4%
Page 78 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%