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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 26 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NLR VANECK URANIUM AND NUCLEAR ETF 4,661.0 $621K 0.00% -319.0 -6.4% $133.19 -4.0%
502 POST POST HLDGS INC COM Consumer Defensive 6,262.0 $619K 0.00% -977.0 -13.5% $98.86 -1.2%
503 MUX MCEWEN INC. COM NEW Basic Materials 30,199.0 $617K 0.00% -4K -11.1% $20.42 +1.8%
504 INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 15,789.0 $615K 0.00% -1K -6.2% $38.96 +6.0%
505 ESLT ELBIT SYS LTD ORD Industrials 721.0 $612K 0.00% -20.0 -2.7% $849.15 -9.2%
506 IYK ISHARES U.S. CONSUMER STAPLES ETF 8,727.0 $611K 0.00% -4K -33.1% $70.03 +3.5%
507 PGF INVESCO FINANCIAL PREFERRED ETF 43,999.0 $605K 0.00% -11K -19.9% $13.76 +0.2%
508 TSLX SIXTH STREET SPECIALTY LENDING COM Financial Services 32,848.0 $604K 0.00% -6K -15.7% $18.38 -4.4%
509 TMP TOMPKINS FINL CORP COM Financial Services 7,609.0 $600K 0.00% -1K -13.5% $78.84 +5.5%
510 ESNT ESSENT GROUP LTD COM Financial Services 10,090.0 $590K 0.00% -2K -14.1% $58.44 +4.1%
511 PBT PERMIAN BASIN RTY TR UNIT BEN INT Energy 26,892.0 $579K 0.00% -3K -9.0% $21.52 +43.1%
512 WYNN WYNN RESORTS LTD COM Consumer Cyclical 5,698.0 $579K 0.00% -454.0 -7.4% $101.55 -6.7%
513 POWL POWELL INDS INC COM Industrials 1,069.0 $578K 0.00% -98.0 -8.4% $541.03 -51.7%
514 HP HELMERICH & PAYNE INC COM Energy 15,818.0 $570K 0.00% -318.0 -2.0% $36.03 +13.7%
515 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 6,701.0 $570K 0.00% -124.0 -1.8% $85.01
516 NTES NETEASE COM INC SPONSORED ADS Technology 5,081.0 $569K 0.00% -8K -61.2% $111.94 +2.3%
517 HOMB HOME BANCSHARES INC COM Financial Services 21,118.0 $569K 0.00% -9K -29.7% $26.93 -3.0%
518 AIOT POWERFLEET INC COM Technology 183,177.0 $564K 0.00% -7K -3.8% $3.08 +4.5%
519 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 14,620.0 $559K 0.00% -1K -7.4% $38.26 +5.5%
520 FRPT FRESHPET INC COM Consumer Defensive 9,487.0 $559K 0.00% -902.0 -8.7% $58.96 -19.6%
Page 26 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%