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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 10 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DXYZ DESTINY TECH100 INC COM SHS 9,196.0 $246K NEW $26.78 +77.8%
182 NBR NABORS INDUSTRIES LTD SHS Energy 2,835.0 $244K NEW $86.08 +22.3%
183 NBHC NATIONAL BK HLDGS CORP CL A Financial Services 6,170.0 $242K NEW $39.15 +4.2%
184 BITU PROSHARES ULTRA BITCOIN ETF 20,706.0 $241K NEW $11.64 +24.1%
185 DIS CALL DISNEY WALT CO COM Communication Services 2,500.0 $241K NEW $96.36 +6.6%
186 LPG DORIAN LPG LTD SHS USD Energy 7,029.0 $240K NEW $34.19 +19.6%
187 OPLN OPENLANE INC COM Consumer Cyclical 8,241.0 $240K NEW $29.15 +19.7%
188 CMG CALL CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 7,500.0 $240K NEW $32.01 +5.4%
189 GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST Financial Services 7,443.0 $240K NEW $32.25 +6.7%
190 MSM MSC INDL DIRECT INC CL A Industrials 2,599.0 $240K NEW $92.25 +13.5%
191 CRAK VANECK OIL REFINERS ETF 4,849.0 $240K NEW $49.40 +0.9%
192 KN KNOWLES CORP COM Technology 9,309.0 $239K NEW $25.68 +36.8%
193 CWEN CLEARWAY ENERGY INC CL C Utilities 6,084.0 $239K NEW $39.29 -7.5%
194 DAN DANA INC COM Consumer Cyclical 7,038.0 $237K NEW $33.65 -1.6%
195 OBNK ORIGIN BANCORP INC COM Financial Services 5,711.0 $237K NEW $41.46 -31.0%
196 NGEN NERVGEN PHARMA CORP COM Healthcare 62,367.0 $235K NEW $3.77 -5.3%
197 RSI RUSH STREET INTERACTIVE INC COM Consumer Cyclical 10,793.0 $235K NEW $21.74 +23.2%
198 BFH BREAD FINANCIAL HOLDINGS INC COM Financial Services 3,104.0 $232K NEW $74.88 +14.8%
199 AAOI APPLIED OPTOELECTRONICS INC COM Technology 2,746.0 $232K NEW $84.59 +104.8%
200 PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 5,777.0 $232K NEW $40.10 +6.4%
Page 10 of 21  ·  403 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%