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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 4 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWR ISHARES RUSSELL MIDCAP ETF 356,993.0 $34.7M 0.06% -3K -0.8% $97.23 +6.6%
62 FSV FIRSTSERVICE CORP NEW COM Real Estate 239,515.0 $33.3M 0.06% -13K -5.0% $138.94 -6.6%
63 TFC TRUIST FINL CORP COM Financial Services 721,661.0 $33.2M 0.06% -13K -1.8% $45.97 +2.2%
64 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 719,795.0 $32.6M 0.06% -7K -0.9% $45.26 +27.5%
65 VLO VALERO ENERGY CORP COM Energy 131,173.0 $32.4M 0.06% -815.0 -0.6% $247.12 +1.5%
66 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 830,067.0 $32.3M 0.06% -9K -1.1% $38.86 +10.6%
67 CMI CUMMINS INC COM Industrials 59,739.0 $32.1M 0.06% -2K -3.7% $537.98 +26.0%
68 VPU VANGUARD UTILITIES ETF 160,640.0 $31.8M 0.06% -67K -29.3% $198.14 -3.9%
69 COWZ PACER US CASH COWS 100 ETF 469,115.0 $29.3M 0.05% -26K -5.2% $62.56 +1.6%
70 BRO BROWN & BROWN INC COM Financial Services 442,729.0 $28.9M 0.05% -42K -8.7% $65.21 -10.0%
71 PSX PHILLIPS 66 COM Energy 151,904.0 $27.7M 0.05% -2K -1.2% $182.19 -3.3%
72 OEF ISHARES S&P 100 ETF 78,387.0 $24.9M 0.04% -759.0 -1.0% $318.07 +16.0%
73 ZALT INNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY 762,945.0 $24.8M 0.04% -101K -11.7% $32.46 +3.6%
74 AYI ACUITY INC COM Industrials 87,294.0 $24.5M 0.04% -22K -19.8% $280.19 +0.8%
75 CTRA COTERRA ENERGY INC COM Energy 693,230.0 $24.4M 0.04% -6K -0.9% $35.14 -7.3%
76 SLV ISHARES SILVER TRUST Financial Services 351,575.0 $24.0M 0.04% -19K -5.0% $68.14 +2.6%
77 MSCI MSCI INC COM Financial Services 43,055.0 $23.2M 0.04% -873.0 -2.0% $539.00 +4.2%
78 TMUS T-MOBILE US INC COM Communication Services 103,667.0 $21.8M 0.04% -77K -42.6% $210.04 -11.8%
79 IRM IRON MTN INC DEL COM Real Estate 211,691.0 $21.6M 0.04% -43K -17.0% $102.11 +22.5%
80 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 74,070.0 $21.5M 0.04% -97K -56.7% $290.49 +1.0%
Page 4 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%