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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 8 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VVX V2X INC COM Industrials 4,220.0 $289K 0.00% NEW $68.50 +1.3%
142 AMRIZE LTD SHS 5,146.0 $288K 0.00% NEW $56.02
143 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 3,596.0 $288K 0.00% NEW $80.00 +9.7%
144 TME TENCENT MUSIC ENTMT GROUP SPON ADS Communication Services 30,753.0 $285K NEW $9.28 -8.7%
145 NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT Financial Services 19,859.0 $285K NEW $14.35 -2.0%
146 ABBV CALL ABBVIE INC COM Healthcare 1,300.0 $283K NEW $217.49 -3.7%
147 ZG ZILLOW GROUP INC CL A Communication Services 6,797.0 $281K NEW $41.39 -8.0%
148 CNK CINEMARK HLDGS INC COM Communication Services 9,842.0 $281K NEW $28.52 -5.9%
149 DBA INVESCO DB AGRICULTURE FUND Financial Services 10,119.0 $276K NEW $27.32 +3.2%
150 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 6,989.0 $276K NEW $39.43 +4.2%
151 YOU CLEAR SECURE INC COM CL A Technology 5,687.0 $275K NEW $48.42 +21.6%
152 EMO CLEARBRIDGE ENERGY MIDSTREAM O COM Financial Services 5,211.0 $275K NEW $52.82 -1.1%
153 UYG PROSHARES ULTRA FINANCIALS 3,690.0 $271K NEW $73.41 +8.7%
154 WHR WHIRLPOOL CORP COM Consumer Cyclical 5,005.0 $270K NEW $53.92 -25.8%
155 GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 5,835.0 $270K NEW $46.24 +0.7%
156 KFY KORN FERRY COM NEW Industrials 4,274.0 $269K NEW $62.95 +1.3%
157 FRANKLIN XRP ETF 18,422.0 $269K NEW $14.59
158 PL PLANET LABS PBC COM CL A Industrials 9,438.0 $264K NEW $27.95 +48.9%
159 NMT NUVEEN MASS QUALITY MUN INC COM Financial Services 21,259.0 $262K NEW $12.31 +4.4%
160 NOW PUT SERVICENOW INC COM Technology 2,500.0 $261K NEW $104.58 -9.1%
Page 8 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%