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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 4 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MHO M/I HOMES INC COM Consumer Cyclical 6,443.0 $789K 0.00% NEW $122.45 -0.9%
62 BKMI BNY MELLON MUNICIPAL INTERMEDIATE ETF 28,953.0 $756K 0.00% NEW $26.10 +0.1%
63 WINN HARBOR LONG-TERM GROWERS ETF 26,560.0 $736K 0.00% NEW $27.73 +17.3%
64 CALX CALIX INC COM Technology 14,824.0 $726K 0.00% NEW $48.99 -17.9%
65 NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 10,000.0 $726K 0.00% NEW $72.57 +57.5%
66 PUT BERKSHIRE HATHAWAY INC DEL CL B NEW 1,500.0 $719K 0.00% NEW $479.16
67 SM SM ENERGY COMPANY COM Energy 22,470.0 $701K 0.00% NEW $31.18 +4.5%
68 VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 11,133.0 $699K 0.00% NEW $62.83 -1.0%
69 SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 14,014.0 $695K 0.00% NEW $49.61 +0.1%
70 VRDN VIRIDIAN THERAPEUTICS INC COM Healthcare 34,991.0 $684K 0.00% NEW $19.56 -14.0%
71 TSSI TSS INC DEL COM Technology 51,476.0 $670K 0.00% NEW $13.01 -14.5%
72 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 26,229.0 $668K 0.00% NEW $25.48
73 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 12,972.0 $662K 0.00% NEW $51.05 +21.0%
74 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 6,757.0 $645K 0.00% NEW $95.40 +19.5%
75 BOC BOSTON OMAHA CORP CL A COM STK Communication Services 54,772.0 $640K 0.00% NEW $11.68 +5.3%
76 FLUTTER ENTMT PLC SHS 6,233.0 $635K 0.00% NEW $101.94
77 PATHWARD FINANCIAL INC COM 6,827.0 $609K 0.00% NEW $89.23
78 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 11,177.0 $579K 0.00% NEW $51.85 -7.1%
79 UNH PUT UNITEDHEALTH GROUP INC COM Healthcare 2,100.0 $568K 0.00% NEW $270.59 +45.6%
80 PECO PHILLIPS EDISON & CO INC COMMON STOCK Real Estate 15,005.0 $561K 0.00% NEW $37.42 +5.0%
Page 4 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%