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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 18 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LEIDOS HOLDINGS INC COM 9,851.0 $1.5M 0.00% -1K -11.2% $155.52
342 AOS SMITH A O CORP COM Industrials 22,991.0 $1.5M 0.00% -6K -20.7% $65.92 -15.1%
343 ASH ASHLAND INC COM Basic Materials 27,252.0 $1.5M 0.00% -139.0 -0.5% $55.60 -1.7%
344 HEQT SIMPLIFY HEDGED EQUITY ETF 47,977.0 $1.5M 0.00% -745.0 -1.5% $31.31 +5.9%
345 CF CF INDUSTRIES HOLD COM Basic Materials 11,567.0 $1.5M 0.00% -98.0 -0.8% $129.84 -1.5%
346 FBK FB FINL CORP COM Financial Services 28,828.0 $1.5M 0.00% -3K -8.8% $51.94 +0.4%
347 MOOG INC CL A 5,111.0 $1.5M 0.00% -35.0 -0.7% $292.64
348 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 25,062.0 $1.5M 0.00% -1K -4.2% $59.15 +10.6%
349 QVMS INVESCO S&P SMALLCAP 600 QVM MULTI-FACTOR ETF 50,465.0 $1.5M 0.00% -33K -39.5% $29.14 +7.1%
350 BGC BGC GROUP INC CL A Financial Services 148,010.0 $1.4M 0.00% -4K -2.9% $9.78 +15.6%
351 FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 27,341.0 $1.4M 0.00% -307.0 -1.1% $52.80 +4.9%
352 VSAT VIASAT INC COM Technology 31,440.0 $1.4M 0.00% -218.0 -0.7% $45.80 +56.2%
353 CCI CROWN CASTLE INC COM Real Estate 17,708.0 $1.4M 0.00% -7K -27.9% $81.30 +13.6%
354 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 47,686.0 $1.4M 0.00% -10K -16.9% $30.07 -0.4%
355 TACK FAIRLEAD TACTICAL SECTOR ETF 47,139.0 $1.4M 0.00% -8K -15.3% $30.40 +1.9%
356 AVUS AVANTIS U.S. EQUITY ETF 12,767.0 $1.4M 0.00% -89.0 -0.7% $111.18 +11.1%
357 FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 51,566.0 $1.4M 0.00% -5K -9.2% $27.20 +8.5%
358 DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 16,182.0 $1.4M 0.00% -184.0 -1.1% $86.36 +5.9%
359 MORN MORNINGSTAR INC COM Financial Services 8,168.0 $1.4M 0.00% -3K -29.2% $169.04 +4.8%
360 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 60,579.0 $1.4M 0.00% -94K -60.7% $22.77 +35.5%
Page 18 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%