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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 16 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BYND BEYOND MEAT INC COM Consumer Defensive 128,464.0 $90K NEW $0.70 +8.2%
302 TLSI TRISALUS LIFE SCIENCES INC COM Healthcare 21,965.0 $88K NEW $4.00 -28.5%
303 UTZ UTZ BRANDS INC COM CL A Consumer Defensive 10,481.0 $83K NEW $7.92 -7.8%
304 HPK HIGHPEAK ENERGY INC COM Energy 11,987.0 $83K NEW $6.90 +4.1%
305 CODI COMPASS DIVERSIFIED SH BEN INT Industrials 10,181.0 $80K NEW $7.86 +51.7%
306 BKKT BAKKT INC COM CL A NEW Technology 10,803.0 $80K NEW $7.36 +9.8%
307 UDMY UDEMY INC COM Consumer Defensive 17,120.0 $79K NEW $4.62 +0.2%
308 ZTR VIRTUS TOTAL RETURN FD INC COM Financial Services 11,947.0 $79K NEW $6.62 +0.0%
309 RLJ RLJ LODGING TR COM Real Estate 10,656.0 $79K NEW $7.42 +22.6%
310 INGN INOGEN INC COM Healthcare 12,735.0 $79K NEW $6.18 +2.7%
311 DNUT KRISPY KREME INC COM Consumer Defensive 22,741.0 $77K NEW $3.39 -7.7%
312 OEC ORION S.A. COM Basic Materials 11,470.0 $75K NEW $6.50 +5.1%
313 CRMD CORMEDIX INC COM Healthcare 10,685.0 $73K NEW $6.79 +17.0%
314 CRSR CORSAIR GAMING INC COM Technology 12,671.0 $70K NEW $5.55 +23.4%
315 TLS TELOS CORP MD COM Technology 16,770.0 $70K NEW $4.19 +0.9%
316 MQ MARQETA INC CLASS A COM Technology 16,933.0 $69K NEW $4.08 -4.3%
317 RCS PIMCO STRATEGIC INCOME FD COM Financial Services 12,834.0 $69K NEW $5.36 +0.0%
318 PROF PROFOUND MED CORP COM NEW Healthcare 10,398.0 $67K NEW $6.48 +5.5%
319 AQST AQUESTIVE THERAPEUTICS INC COM Healthcare 16,000.0 $66K NEW $4.15 +1.7%
320 TDOC TELADOC HEALTH INC COM Healthcare 12,029.0 $66K NEW $5.45 +17.8%
Page 16 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%