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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 9 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 557,553.0 $43.5M 0.08% +14K +2.5% $78.03 -1.3%
162 EFG ISHARES MSCI EAFE GROWTH ETF 390,440.0 $43.5M 0.08% +126K +47.8% $111.37 +6.0%
163 AMT AMERICAN TOWER CORP COM Real Estate 248,471.0 $42.9M 0.07% +28K +12.6% $172.57 +6.0%
164 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 471,504.0 $41.7M 0.07% +71K +17.8% $88.46 +5.2%
165 PM PHILIP MORRIS INTL INC COM Consumer Defensive 251,685.0 $41.6M 0.07% +33K +15.1% $165.34 +15.8%
166 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 676,445.0 $41.0M 0.07% +135K +24.9% $60.65 -3.9%
167 VGT VANGUARD INFORMATION TECHNOLOGY ETF 58,300.0 $40.7M 0.07% +27K +84.2% $697.69 -84.0%
168 INTU INTUIT COM Technology 93,238.0 $40.3M 0.07% +11K +12.8% $432.37 -6.8%
169 TXN TEXAS INSTRS INC COM Technology 207,460.0 $40.3M 0.07% +102K +97.0% $194.12 +54.9%
170 CGCB CAPITAL GROUP CORE BOND ETF 1,487,279.0 $39.1M 0.07% +738K +98.6% $26.26 -1.4%
171 MCK MCKESSON CORP COM Healthcare 44,752.0 $38.7M 0.07% +2K +5.5% $865.33 -10.3%
172 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 198,562.0 $38.1M 0.07% +30K +17.9% $191.92 +5.1%
173 VNQ VANGUARD REAL ESTATE ETF 417,129.0 $37.0M 0.07% +146K +54.1% $88.70 +7.4%
174 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 1,455,970.0 $35.3M 0.06% +95K +7.0% $24.24 -0.2%
175 EFV ISHARES MSCI EAFE VALUE ETF 474,030.0 $35.2M 0.06% +6K +1.3% $74.35 +4.5%
176 EMR EMERSON ELEC CO COM Industrials 266,922.0 $35.0M 0.06% +21K +8.6% $131.01 +0.9%
177 AMAT APPLIED MATLS INC COM Technology 102,102.0 $34.9M 0.06% +23K +29.0% $341.63 +19.1%
178 SCHW SCHWAB CHARLES CORP COM Financial Services 370,692.0 $34.8M 0.06% +40K +12.2% $93.98 -1.7%
179 GE GE AEROSPACE COM NEW Industrials 120,400.0 $34.2M 0.06% +17K +16.8% $283.73 +0.8%
180 MU MICRON TECHNOLOGY INC COM Technology 100,253.0 $33.9M 0.06% +17K +19.8% $337.81 +101.8%
Page 9 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%