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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 12 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AVGO PUT BROADCOM INC COM Technology 700.0 $217K NEW $309.45 +36.0%
222 MYE MYERS INDS INC COM Consumer Cyclical 10,182.0 $216K NEW $21.18 +4.4%
223 BKE BUCKLE INC COM Consumer Cyclical 4,275.0 $215K NEW $50.35 -4.5%
224 IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 6,750.0 $214K NEW $31.67 +7.6%
225 FETH FIDELITY ETHEREUM FUND ETF Financial Services 10,237.0 $214K NEW $20.88 +6.0%
226 PBR PETROLEO BRASILEIRO S A SPONSORED ADR Energy 10,291.0 $214K NEW $20.75 -4.0%
227 MLTX MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD Healthcare 11,446.0 $213K NEW $18.64 -5.8%
228 AGCO AGCO CORP COM Industrials 1,839.0 $213K NEW $115.87 -2.3%
229 DOCN DIGITALOCEAN HLDGS INC COM Technology 2,484.0 $213K NEW $85.78 +80.5%
230 IPAR INTERPARFUMS INC COM Consumer Defensive 2,342.0 $213K NEW $90.84 -5.2%
231 RXO RXO INC COMMON STOCK Industrials 14,441.0 $211K NEW $14.62 +27.9%
232 WWW WOLVERINE WORLD WIDE INC COM Consumer Cyclical 12,806.0 $209K NEW $16.32 -5.9%
233 MLAB MESA LABS INC COM Technology 2,361.0 $209K NEW $88.39 +9.1%
234 FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 6,963.0 $209K NEW $29.95 +7.1%
235 MTLS MATERIALISE NV SPONSORED ADS Technology 42,111.0 $208K NEW $4.94 +15.0%
236 JEDI DEFIANCE DRONE AND MODERN WARFARE ETF 8,100.0 $207K NEW $25.58 +19.9%
237 ORCL PUT ORACLE CORP COM Technology 1,400.0 $206K NEW $147.09 +31.2%
238 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 4,822.0 $205K NEW $42.61 +31.8%
239 HYCROFT MINING HOLDING CORP CL A NEW 5,834.0 $205K NEW $35.20
240 PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 4,418.0 $205K NEW $46.40 +7.3%
Page 12 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%