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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 5 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MD PEDIATRIX MEDICAL GROUP INC COM Healthcare 26,237.0 $561K 0.00% NEW $21.39 +5.1%
82 SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM Financial Services 34,633.0 $557K 0.00% NEW $16.07 +10.1%
83 MSFT CALL MICROSOFT CORP COM Technology 1,500.0 $555K 0.00% NEW $370.10 +14.0%
84 SKT TANGER INC COM Real Estate 16,156.0 $549K 0.00% NEW $33.98 +3.8%
85 CLBT CELLEBRITE DI LTD ORDINARY SHARES Technology 39,324.0 $542K 0.00% NEW $13.78 -1.1%
86 FSLY FASTLY INC CL A Technology 18,331.0 $533K 0.00% NEW $29.06 -41.5%
87 BZ KANZHUN LIMITED SPONSORED ADS Industrials 39,686.0 $531K 0.00% NEW $13.39 +5.8%
88 IT PUT GARTNER INC COM Technology 3,300.0 $523K 0.00% NEW $158.34 -7.6%
89 MAMA MAMAS CREATIONS INC COM Consumer Defensive 33,919.0 $520K 0.00% NEW $15.34 -5.8%
90 IRIDIUM COMMUNICATIONS INC COM 18,740.0 $520K 0.00% NEW $27.73
91 SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF 10,529.0 $504K 0.00% NEW $47.91 +216.7%
92 BEONE MEDICINES LTD SPONSORED ADS 1,617.0 $480K 0.00% NEW $297.04
93 PDD PDD HOLDINGS INC SPONSORED ADS Consumer Cyclical 4,684.0 $479K 0.00% NEW $102.19 -6.2%
94 ATEN A10 NETWORKS INC COM Technology 20,273.0 $469K 0.00% NEW $23.12 +21.6%
95 CI PUT THE CIGNA GROUP COM Healthcare 1,700.0 $453K 0.00% NEW $266.73 +7.5%
96 PLUG CALL PLUG PWR INC COM NEW Industrials 200,000.0 $452K 0.00% NEW $2.26 +67.3%
97 EWY ISHARES MSCI SOUTH KOREA ETF 3,654.0 $449K 0.00% NEW $123.01 +43.2%
98 CNO CNO FINL GROUP INC COM Financial Services 10,931.0 $449K 0.00% NEW $41.06 +16.5%
99 CE CELANESE CORP DEL COM Basic Materials 6,798.0 $447K 0.00% NEW $65.76 -15.2%
100 PVLA PALVELLA THERAPEUTICS INC NEW COM Healthcare 3,557.0 $443K 0.00% NEW $124.65 -8.4%
Page 5 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%