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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 9 of 37  ·  736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 147,578.0 $7.0M 0.01% -13K -8.3% $47.72 +0.9%
162 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 207,842.0 $7.0M 0.01% -40K -16.1% $33.86 +13.6%
163 CELC CELCUITY INC COM Healthcare 61,068.0 $7.0M 0.01% -462.0 -0.8% $114.14 +15.8%
164 BBAI BIGBEAR AI HLDGS INC COM Technology 1,955,555.0 $6.9M 0.01% -285K -12.7% $3.52 +11.4%
165 IVVM ISHARES LARGE CAP MODERATE QUARTERLY LADDERED ETF 201,454.0 $6.9M 0.01% -67K -24.9% $34.11 +7.3%
166 Q QNITY ELECTRONICS INC COMMON STOCK Technology 58,482.0 $6.7M 0.01% -677.0 -1.1% $115.34 +36.3%
167 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 11,253.0 $6.7M 0.01% -1K -8.6% $592.99 -4.1%
168 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 142,026.0 $6.6M 0.01% -18K -11.5% $46.52 +0.0%
169 IOT SAMSARA INC COM CL A Technology 207,115.0 $6.6M 0.01% -23K -10.1% $31.69 -6.7%
170 CNC CENTENE CORP DEL COM Healthcare 199,373.0 $6.5M 0.01% -5K -2.4% $32.73 +77.9%
171 SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 222,849.0 $6.5M 0.01% -15K -6.3% $29.18 -0.6%
172 TROW PRICE T ROWE GROUP INC COM Financial Services 71,732.0 $6.5M 0.01% -905.0 -1.2% $90.13 +13.2%
173 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 42,265.0 $6.4M 0.01% -3K -5.9% $152.51 +10.7%
174 TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF 143,984.0 $6.4M 0.01% -4K -2.7% $44.12 +16.5%
175 TLT ISHARES 20 YEAR TREASURY BOND ETF 73,202.0 $6.3M 0.01% -10K -12.4% $86.69 -3.6%
176 PGR PROGRESSIVE CORP COM Financial Services 31,125.0 $6.2M 0.01% -2K -6.3% $198.25 +0.7%
177 EXP EAGLE MATLS INC COM Basic Materials 32,402.0 $6.1M 0.01% -4K -12.0% $189.44 +2.8%
178 LAMR LAMAR ADVERTISING CO CL A Real Estate 48,257.0 $6.1M 0.01% -3K -6.3% $126.65 +14.9%
179 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 241,697.0 $6.1M 0.01% -6K -2.2% $25.11 +0.6%
180 GBDC GOLUB CAP BDC INC COM Financial Services 476,692.0 $6.0M 0.01% -185K -28.0% $12.66 +3.2%
Page 9 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%