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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 16 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 QNST QUINSTREET INC COM Communication Services 172,205.0 $2.1M 0.00% -939.0 -0.5% $12.01 -6.2%
302 QQQM INVESCO NASDAQ 100 ETF 8,629.0 $2.1M 0.00% -174.0 -2.0% $237.63 +21.9%
303 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 9,272.0 $2.0M 0.00% -2K -14.7% $218.75 +0.1%
304 MFC MANULIFE FINL CORP COM Financial Services 58,891.0 $2.0M 0.00% -39K -39.8% $34.44 +9.9%
305 THC TENET HEALTHCARE CORP COM NEW Healthcare 10,733.0 $2.0M 0.00% -1K -11.7% $188.70 +1.2%
306 HROW HARROW INC COM Healthcare 56,788.0 $2.0M 0.00% -13K -18.8% $35.26 -12.0%
307 ISHARES IBONDS DEC 2029 TERM TREASURY ETF 91,293.0 $2.0M 0.00% -4K -4.2% $21.84
308 VTWO VANGUARD RUSSELL 2000 ETF 19,748.0 $2.0M 0.00% -4K -16.0% $100.07 +10.7%
309 SOLV SOLVENTUM CORP COM SHS Healthcare 30,167.0 $2.0M 0.00% -3K -9.6% $65.30 +15.7%
310 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 23,174.0 $2.0M 0.00% -1K -5.8% $84.60 -0.1%
311 FDS FACTSET RESH SYS INC COM Financial Services 8,952.0 $1.9M 0.00% -3K -27.1% $216.99 +4.1%
312 ECG EVERUS CONSTR GROUP COM Industrials 16,387.0 $1.9M 0.00% -269.0 -1.6% $118.06 +24.4%
313 IYG ISHARES US FINANCIAL SERVICES ETF 23,341.0 $1.9M 0.00% -146K -86.2% $82.84 +4.5%
314 AKRE AKRE FOCUS ETF 36,429.0 $1.9M 0.00% -5K -13.0% $52.85 +3.3%
315 VOOG VANGUARD S&P 500 GROWTH ETF 4,719.0 $1.9M 0.00% -491.0 -9.4% $407.68 -80.1%
316 RRX REGAL REXNORD CORPORATION COM Industrials 9,957.0 $1.9M 0.00% -1K -13.0% $187.25 +0.9%
317 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 28,958.0 $1.9M 0.00% -3K -10.4% $64.35 +5.7%
318 AXTA AXALTA COATING SYS LTD COM Basic Materials 67,050.0 $1.9M 0.00% -9K -11.9% $27.69 -0.3%
319 USPH U S PHYSICAL THERAPY COM Healthcare 24,068.0 $1.8M 0.00% -220.0 -0.9% $74.96 -17.0%
320 NEMD NEUBERGER EMERGING MARKETS DEBT HARD CURRENCY ETF 34,461.0 $1.8M 0.00% -4K -10.1% $51.36 +1.8%
Page 16 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%