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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 9 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DBC INVESCO DB COMMODITY INDEX TRACKING FUND Financial Services 8,985.0 $260K NEW $28.95 +8.4%
162 PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 4,592.0 $260K NEW $56.59 +10.7%
163 DNOW DNOW INC COM Energy 21,809.0 $260K NEW $11.91 +10.3%
164 MSEX MIDDLESEX WTR CO COM Utilities 4,985.0 $259K NEW $52.05 -3.4%
165 JD JD.COM INC SPON ADS CL A Consumer Cyclical 8,756.0 $259K NEW $29.57 +8.3%
166 ALLW STATE STREET BRIDGEWATER ALL WEATHER ETF 8,955.0 $258K NEW $28.85 +3.1%
167 FS SPECIALTY LENDING FD COM SH BEN INT 20,555.0 $257K NEW $12.51
168 NVMI NOVA LTD COM Technology 590.0 $256K NEW $434.43 +17.2%
169 XOM CALL EXXON MOBIL CORP COM Energy 1,500.0 $255K NEW $169.67 -6.9%
170 CAMT CAMTEK LTD ORD Technology 1,677.0 $254K NEW $151.61 +2.7%
171 RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 4,637.0 $254K NEW $54.81 +10.1%
172 KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A 5,257.0 $253K NEW $48.14
173 PRN INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF 1,299.0 $253K NEW $194.51 +19.2%
174 BHB BAR HBR BANKSHARES COM Financial Services 7,781.0 $252K NEW $32.45 +5.5%
175 DMRC DIGIMARC CORP NEW COM Technology 51,129.0 $251K NEW $4.91 +88.6%
176 CUZ COUSINS PPTYS INC COM NEW Real Estate 11,122.0 $251K NEW $22.57 +14.4%
177 TRUP TRUPANION INC COM Financial Services 9,780.0 $250K NEW $25.61 -12.8%
178 AMZN PUT AMAZON COM INC COM Consumer Cyclical 1,200.0 $250K NEW $208.25 +27.2%
179 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 9,168.0 $247K NEW $26.94 +25.3%
180 ARKX ARK SPACE & DEFENSE INNOVATION ETF 8,402.0 $247K NEW $29.35 +16.2%
Page 9 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%