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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 13 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MTG MGIC INVT CORP WIS COM Financial Services 124,939.0 $3.3M 0.01% -20K -13.8% $26.25 -1.3%
242 GPRK GEOPARK LTD USD SHS Energy 335,315.0 $3.2M 0.01% -219K -39.5% $9.50 +0.8%
243 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 33,318.0 $3.1M 0.01% -7K -17.3% $93.29 +11.1%
244 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 66,591.0 $3.0M 0.01% -616.0 -0.9% $45.52 +2.9%
245 COHR COHERENT CORP COM Technology 12,570.0 $3.0M 0.01% -418.0 -3.2% $238.21 +52.3%
246 TD TORONTO DOMINION BK ONT COM NEW Financial Services 32,089.0 $3.0M 0.01% -692.0 -2.1% $93.31 +15.4%
247 MTN VAIL RESORTS INC COM Consumer Cyclical 23,240.0 $3.0M 0.01% -532.0 -2.2% $128.32 -5.3%
248 DBX DROPBOX INC CL A Technology 130,250.0 $3.0M 0.01% -2K -1.3% $22.72 +18.0%
249 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 79,894.0 $2.9M 0.01% -14K -14.5% $36.76 +8.3%
250 TECH BIO-TECHNE CORP COM Healthcare 56,009.0 $2.9M 0.01% -287.0 -0.5% $52.26 -17.1%
251 CINF CINCINNATI FINL CORP COM Financial Services 18,579.0 $2.9M 0.01% -527.0 -2.8% $157.35 +6.5%
252 PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 71,238.0 $2.9M 0.01% -932.0 -1.3% $40.86 +7.2%
253 VAW VANGUARD MATERIALS ETF 12,825.0 $2.9M 0.01% -2K -13.2% $225.34 +0.5%
254 MTZ MASTEC INC COM Industrials 8,951.0 $2.9M 0.01% -47.0 -0.5% $321.70 +29.0%
255 FBND FIDELITY TOTAL BOND ETF 62,661.0 $2.9M 0.01% -6K -9.2% $45.62 -0.9%
256 LOB LIVE OAK BANCSHARES INC COM Financial Services 85,735.0 $2.8M 0.01% -7K -7.8% $33.07 +7.5%
257 VGK VANGUARD FTSE EUROPE ETF 34,134.0 $2.8M 0.01% -4K -10.2% $82.43 +5.7%
258 FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 49,591.0 $2.8M 0.01% -10K -17.3% $56.50 +5.2%
259 MNA NYLI MERGER ARBITRAGE ETF 75,924.0 $2.8M 0.01% -2K -3.0% $36.35 +0.2%
260 IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER 78,435.0 $2.7M 0.01% -1K -1.3% $35.05 +3.4%
Page 13 of 37  ·  736 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%