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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 24 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AGI ALAMOS GOLD INC COM CL A Basic Materials 17,377.0 $772K 0.00% -307.0 -1.7% $44.43 -13.2%
462 BAX BAXTER INTL INC COM Healthcare 45,873.0 $771K 0.00% -3K -6.5% $16.80 +9.1%
463 PINS PINTEREST INC CL A Communication Services 41,888.0 $768K 0.00% -53K -55.7% $18.34 +8.7%
464 FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 30,756.0 $762K 0.00% -9K -23.0% $24.79 -0.4%
465 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 10,658.0 $762K 0.00% -579.0 -5.2% $71.49 -1.7%
466 CPNG COUPANG INC CL A Consumer Cyclical 40,352.0 $762K 0.00% -23K -36.0% $18.88 -16.8%
467 ZS ZSCALER INC COM Technology 5,392.0 $756K 0.00% -5K -49.4% $140.27 +24.5%
468 CPT CAMDEN PPTY TR SH BEN INT Real Estate 7,727.0 $755K 0.00% -764.0 -9.0% $97.66 +7.1%
469 BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT Utilities 22,968.0 $750K 0.00% -210.0 -0.9% $32.64 +4.3%
470 PGX INVESCO PREFERRED ETF 68,859.0 $749K 0.00% -2K -3.3% $10.88 +0.3%
471 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 4,344.0 $748K 0.00% -2K -33.9% $172.09 +18.2%
472 HOMETRUST BANCSHARES INC COM 16,977.0 $724K 0.00% -641.0 -3.6% $42.65
473 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 11,972.0 $724K 0.00% -5K -30.8% $60.44 +15.5%
474 HCI HCI GROUP INC COM Financial Services 4,659.0 $720K 0.00% -52.0 -1.1% $154.61 +2.6%
475 HLI HOULIHAN LOKEY INC CL A Financial Services 4,960.0 $712K 0.00% -283.0 -5.4% $143.62 +5.9%
476 DY DYCOM INDS INC COM Industrials 2,093.0 $709K 0.00% -96.0 -4.4% $338.82 +23.9%
477 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 11,295.0 $708K 0.00% -6K -36.0% $62.70 +16.7%
478 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 31,667.0 $705K 0.00% -14K -30.9% $22.27 -8.7%
479 SOUN SOUNDHOUND AI INC CLASS A COM Technology 101,672.0 $698K 0.00% -74K -42.0% $6.87 +21.5%
480 SAMT STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 17,677.0 $694K 0.00% -3K -16.2% $39.27 +13.0%
Page 24 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%