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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 108 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 STWD STARWOOD PPTY TR INC COM Real Estate 24,781.0 $427K 0.00% +4K +20.3% $17.22 -0.5%
2142 FUL FULLER H B CO COM Basic Materials 6,916.0 $427K 0.00% -684.0 -9.0% $61.68 -8.6%
2143 LBRT LIBERTY ENERGY INC COM CL A Energy 14,739.0 $424K 0.00% +108.0 +0.7% $28.80 +14.2%
2144 ISVL ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF 8,812.0 $424K 0.00% +350.0 +4.1% $48.11 +8.4%
2145 BUG GLOBAL X CYBERSECURITY ETF 16,861.0 $423K 0.00% +3K +22.0% $25.11 +33.3%
2146 TTD THE TRADE DESK INC COM CL A Technology 18,616.0 $422K 0.00% -1K -6.3% $22.69 -7.4%
2147 LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF 5,605.0 $421K 0.00% $75.20 +14.4%
2148 LOGI LOGITECH INTL S A SHS Technology 4,622.0 $421K 0.00% +231.0 +5.3% $91.11 +16.1%
2149 IBHH ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF 17,907.0 $420K 0.00% +2K +15.7% $23.47 +0.2%
2150 ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 4,672.0 $420K 0.00% $89.86 +14.4%
2151 RLI RLI CORP COM Financial Services 7,340.0 $419K 0.00% -142.0 -1.9% $57.04 -7.7%
2152 IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 18,908.0 $418K 0.00% +2K +14.8% $22.13 -0.1%
2153 NANR STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 4,974.0 $418K 0.00% -3K -35.6% $84.00 -2.0%
2154 SIL GLOBAL X SILVER MINERS ETF 4,635.0 $418K 0.00% -2K -29.3% $90.09 -0.8%
2155 WULF TERAWULF INC COM Financial Services 28,907.0 $417K 0.00% +7K +31.6% $14.43 +49.9%
2156 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 4,395.0 $416K 0.00% +140.0 +3.3% $94.76 +21.2%
2157 CHMG CHEMUNG FINL CORP COM Financial Services 7,732.0 $416K 0.00% -148.0 -1.9% $53.82 +27.9%
2158 TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF 8,312.0 $416K 0.00% -3K -26.1% $50.05 -0.1%
2159 BANR BANNER CORP COM NEW Financial Services 6,856.0 $416K 0.00% +1K +24.7% $60.68 +6.5%
2160 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 12,424.0 $415K 0.00% +643.0 +5.5% $33.40 +5.4%
Page 108 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%