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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 111 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 DORM DORMAN PRODS INC COM Consumer Cyclical 3,730.0 $389K 0.00% +293.0 +8.5% $104.36 +8.1%
2202 MCY MERCURY GENL CORP NEW COM Financial Services 4,414.0 $389K 0.00% +36.0 +0.8% $88.15 +15.1%
2203 CNR CORE NATURAL RESOURCES INC COM SHS Energy 3,714.0 $389K 0.00% +67.0 +1.8% $104.74 -20.0%
2204 EZU ISHARES MSCI EUROZONE ETF 6,202.0 $388K 0.00% $62.64 +8.3%
2205 IREN IREN LIMITED ORDINARY SHARES Financial Services 11,331.0 $388K 0.00% +4K +53.5% $34.28 +39.3%
2206 TKO TKO GROUP HOLDINGS INC CL A Communication Services 1,926.0 $388K 0.00% $201.61 -4.2%
2207 MOO VANECK AGRIBUSINESS ETF 4,594.0 $388K 0.00% +85.0 +1.9% $84.50 -4.1%
2208 FDV FEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF 12,595.0 $388K 0.00% +759.0 +6.4% $30.80 +1.6%
2209 MMSI MERIT MED SYS INC COM Healthcare 5,609.0 $387K 0.00% +601.0 +12.0% $68.93 -7.5%
2210 CMPR CIMPRESS PLC SHS EURO Communication Services 5,296.0 $387K 0.00% +33.0 +0.6% $73.00 +36.3%
2211 CXE MFS HIGH INCOME MUN TR SH BEN INT Financial Services 104,117.0 $386K 0.00% $3.71 -1.6%
2212 CII BLACKROCK ENHANCED LARGE CAP C COM Financial Services 18,369.0 $386K 0.00% +2K +11.4% $21.02 +17.9%
2213 IBHI ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF 16,539.0 $385K 0.00% +310.0 +1.9% $23.28 +0.5%
2214 HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 10,628.0 $384K 0.00% NEW $36.16 +0.8%
2215 ACA ARCOSA INC COM Industrials 3,620.0 $384K 0.00% +474.0 +15.1% $106.14 +13.3%
2216 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 8,104.0 $384K 0.00% -373.0 -4.4% $47.37 +3.9%
2217 QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 4,853.0 $384K 0.00% +2K +49.3% $79.09 +11.2%
2218 CAFG PACER US SMALL CAP CASH COWS GROWTH LEADERS ETF 14,087.0 $384K 0.00% $27.23 +14.5%
2219 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 16,451.0 $384K 0.00% +1K +9.3% $23.32 +0.3%
2220 BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 7,720.0 $384K 0.00% -1K -12.4% $49.69 +7.7%
Page 111 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%