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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 103 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 STM STMICROELECTRONICS N V NY REGISTRY Technology 14,279.0 $493K 0.00% +4K +32.9% $34.55 +77.2%
2042 OIH VANECK OIL SERVICES ETF 1,212.0 $490K 0.00% +451.0 +59.3% $404.36 +10.1%
2043 GTLS CHART INDS INC COM Industrials 2,364.0 $489K 0.00% +371.0 +18.6% $206.73 +0.8%
2044 BOKF BOK FINL CORP COM NEW Financial Services 3,805.0 $487K 0.00% +2K +115.7% $128.06 +1.3%
2045 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 32,368.0 $487K 0.00% +11K +53.4% $15.05 -8.8%
2046 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 7,073.0 $483K 0.00% +946.0 +15.4% $68.28 +9.5%
2047 WING WINGSTOP INC COM Consumer Cyclical 3,115.0 $483K 0.00% -726.0 -18.9% $154.98 -17.3%
2048 BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 9,856.0 $483K 0.00% +968.0 +10.9% $48.98 +7.7%
2049 SWKS SKYWORKS SOLUTIONS INC COM Technology 9,012.0 $483K 0.00% -2K -18.0% $53.55 +38.8%
2050 WLY WILEY JOHN & SONS INC CL A Communication Services 12,658.0 $482K 0.00% +455.0 +3.7% $38.10 +8.6%
2051 MSGS MADISON SQUARE GRDN SPRT CORP CL A Communication Services 1,497.0 $481K 0.00% -262.0 -14.9% $321.40 +9.6%
2052 IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF 20,951.0 $481K 0.00% +5K +27.6% $22.95 -0.7%
2053 IYM ISHARES U.S. BASIC MATERIALS ETF 2,731.0 $480K 0.00% $175.90 +2.5%
2054 BEONE MEDICINES LTD SPONSORED ADS 1,617.0 $480K 0.00% NEW $297.04
2055 FIW FIRST TRUST WATER ETF 4,653.0 $480K 0.00% +1K +44.1% $103.14 -1.8%
2056 REET ISHARES GLOBAL REIT ETF 19,045.0 $479K 0.00% $25.15 +9.1%
2057 PDD PDD HOLDINGS INC SPONSORED ADS Consumer Cyclical 4,684.0 $479K 0.00% NEW $102.19 -4.3%
2058 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 8,735.0 $479K 0.00% +3K +56.0% $54.79 +12.0%
2059 ALV AUTOLIV INC COM Consumer Cyclical 4,547.0 $478K 0.00% +629.0 +16.1% $105.16 +14.3%
2060 ONDS ONDAS INC COM NEW Technology 52,757.0 $477K 0.00% +7K +15.2% $9.04 +1.5%
Page 103 of 151  ·  3,016 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%