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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 14 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TLRY TILRAY BRANDS INC COM Healthcare 26,292.0 $170K NEW $6.47 -17.8%
262 FFIC FLUSHING FINL CORP COM Financial Services 10,851.0 $167K NEW $15.36 +0.4%
263 INMD INMODE LTD SHS Healthcare 12,128.0 $166K NEW $13.68 +1.6%
264 WSR WHITESTONE REIT COM Real Estate 10,102.0 $163K NEW $16.15 +17.6%
265 SG SWEETGREEN INC COM CL A Consumer Cyclical 30,995.0 $161K NEW $5.19 +55.9%
266 FIVN FIVE9 INC COM Technology 10,316.0 $156K NEW $15.17 +42.7%
267 WAGN PABRAI WAGONS ETF 10,759.0 $152K NEW $14.11 +4.3%
268 PSNL PERSONALIS INC COM Healthcare 23,533.0 $150K NEW $6.37 -0.2%
269 TE T1 ENERGY INC COM NEW Industrials 33,475.0 $147K NEW $4.39 +29.2%
270 SNAP SNAP INC CL A Communication Services 31,566.0 $145K NEW $4.60 +20.2%
271 PDT HANCOCK JOHN PREM DIVID FD COM SH BEN INT Financial Services 11,028.0 $144K NEW $13.10 -3.0%
272 COLD AMERICOLD REALTY TRUST INC COM Real Estate 12,376.0 $142K NEW $11.46 +24.4%
273 IIM INVESCO VALUE MUN INCOME TR COM Financial Services 11,477.0 $140K NEW $12.16 -1.0%
274 ASAN ASANA INC CL A Technology 21,320.0 $136K NEW $6.40 +2.5%
275 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 31,209.0 $134K NEW $4.29 +23.4%
276 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 10,756.0 $134K NEW $12.43 -4.1%
277 ABT CALL ABBOTT LABORATORIES COM Healthcare 1,300.0 $133K NEW $102.65 -14.4%
278 RIOT RIOT PLATFORMS INC COM Financial Services 10,700.0 $132K NEW $12.36 +90.1%
279 ABSI ABSCI CORPORATION COM Healthcare 43,112.0 $129K NEW $3.00 +64.8%
280 BLUE OWL CAPITAL CORPORATION COM 11,687.0 $129K NEW $11.06
Page 14 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%