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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 22 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EAT BRINKER INTL INC COM Consumer Cyclical 6,856.0 $979K 0.00% -1K -16.8% $142.75 -7.3%
422 RDDT REDDIT INC CL A Communication Services 7,280.0 $975K 0.00% -4K -34.4% $133.93 +18.8%
423 SBSI SOUTHSIDE BANCSHARES INC COM Financial Services 31,128.0 $968K 0.00% -5K -14.5% $31.09 +3.2%
424 STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 20,509.0 $967K 0.00% -1K -5.9% $47.13 -0.4%
425 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 51,595.0 $965K 0.00% -7K -12.6% $18.70 -18.4%
426 ESTC ELASTIC N V ORD SHS Technology 18,977.0 $948K 0.00% -18K -49.1% $49.98 +7.9%
427 DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN Financial Services 19,601.0 $944K 0.00% -7K -25.9% $48.14 +6.5%
428 SLM SLM CORP COM Financial Services 43,347.0 $928K 0.00% -10K -19.2% $21.41 +2.1%
429 OVV OVINTIV INC COM Energy 15,631.0 $928K 0.00% -4K -18.9% $59.36 +1.1%
430 AMH AMERICAN HOMES 4 RENT CL A Real Estate 33,173.0 $926K 0.00% -2K -7.0% $27.92 +13.6%
431 INVH INVITATION HOMES INC COM Real Estate 37,271.0 $926K 0.00% -11K -23.2% $24.85 +15.7%
432 INVX INNOVEX INTERNATIONAL INC COM Energy 37,857.0 $923K 0.00% -8K -16.9% $24.39 +24.2%
433 ESE ESCO TECHNOLOGIES INC COM Technology 3,225.0 $907K 0.00% -304.0 -8.6% $281.37 +3.7%
434 FORM FORMFACTOR INC COM Technology 9,328.0 $905K 0.00% -761.0 -7.5% $96.98 +21.1%
435 SMBK SMARTFINANCIAL INC COM NEW Financial Services 23,137.0 $904K 0.00% -6K -19.5% $39.08 +3.7%
436 DNP DNP SELECT INCOME FD INC COM Financial Services 87,751.0 $904K 0.00% -8K -8.3% $10.30 +4.0%
437 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 11,408.0 $899K 0.00% -1K -11.5% $78.77 +11.8%
438 CRL CHARLES RIV LABS INTL INC COM Healthcare 5,189.0 $895K 0.00% -89.0 -1.7% $172.45 -13.1%
439 MPAA MOTORCAR PTS AMER INC COM Consumer Cyclical 80,681.0 $892K 0.00% -2K -3.0% $11.06 -5.3%
440 CUBE CUBESMART COM Real Estate 24,286.0 $890K 0.00% -2K -9.3% $36.64 +6.3%
Page 22 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%