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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 28 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WELLS FARGO & CO PERP PFD CNV A 446.0 $515K 0.00% -41.0 -8.4% $1155.44
542 ISHARES IBONDS DEC 2030 TERM TREASURY ETF 26,012.0 $513K 0.00% -5K -15.8% $19.72
543 IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 19,958.0 $512K 0.00% -1K -6.3% $25.63 -0.0%
544 SUI SUN CMNTYS INC COM Real Estate 4,013.0 $505K 0.00% -656.0 -14.1% $125.95 -3.2%
545 PSN PARSONS CORP DEL COM Industrials 9,326.0 $505K 0.00% -6K -38.0% $54.17 -5.9%
546 SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 6,632.0 $502K 0.00% -641.0 -8.8% $75.71 +11.8%
547 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 13,566.0 $500K 0.00% -407.0 -2.9% $36.84 +0.3%
548 ADC AGREE RLTY CORP COM Real Estate 6,561.0 $495K 0.00% -1K -14.1% $75.38 +0.2%
549 WING WINGSTOP INC COM Consumer Cyclical 3,115.0 $483K 0.00% -726.0 -18.9% $154.98 -18.2%
550 SWKS SKYWORKS SOLUTIONS INC COM Technology 9,012.0 $483K 0.00% -2K -18.0% $53.55 +31.4%
551 MSGS MADISON SQUARE GRDN SPRT CORP CL A Communication Services 1,497.0 $481K 0.00% -262.0 -14.9% $321.40 +9.9%
552 DCI DONALDSON INC COM Industrials 5,608.0 $476K 0.00% -241.0 -4.1% $84.88 -3.9%
553 SNDR SCHNEIDER NATIONAL INC CL B Industrials 17,977.0 $474K 0.00% -2K -8.4% $26.36 +22.0%
554 FCN FTI CONSULTING INC COM Industrials 2,675.0 $473K 0.00% -1K -30.0% $176.77 -12.5%
555 FOUR SHIFT4 PMTS INC CL A Technology 10,807.0 $473K 0.00% -1K -8.6% $43.73 -6.3%
556 LASR NLIGHT INC COM Technology 8,279.0 $472K 0.00% -29K -78.0% $57.00 +21.9%
557 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 8,251.0 $468K 0.00% -122.0 -1.5% $56.77 -13.7%
558 REYN REYNOLDS CONSUMER PRODS INC COM Consumer Cyclical 22,044.0 $467K 0.00% -16K -42.5% $21.18 +0.6%
559 ENSG ENSIGN GROUP INC COM Healthcare 2,309.0 $465K 0.00% -1K -37.6% $201.50 -12.7%
560 TLK TELEKOMUNIKASI IND SPONSORED ADR Communication Services 24,829.0 $464K 0.00% -40K -61.7% $18.68 -7.6%
Page 28 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%