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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 121 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 IDGT ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF 3,009.0 $294K 0.00% $97.79 +21.0%
2402 PTH INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF 6,004.0 $294K 0.00% $49.00 +5.4%
2403 FDIQ INVESCO BLOOMBERG FINANCIAL DATA PROVIDERS ETF 4,287.0 $294K 0.00% NEW $68.47 +2.6%
2404 AAP ADVANCE AUTO PARTS INC COM Consumer Cyclical 5,559.0 $293K 0.00% -43.0 -0.8% $52.75 -2.9%
2405 AMG AFFILIATED MANAGERS GROUP COM Financial Services 1,057.0 $292K 0.00% +54.0 +5.4% $276.63 +8.9%
2406 PRDO PERDOCEO ED CORP COM Consumer Defensive 7,857.0 $292K 0.00% NEW $37.21 -8.9%
2407 TWST TWIST BIOSCIENCE CORP COM Healthcare 6,145.0 $292K 0.00% NEW $47.51 +4.2%
2408 AEO AMERICAN EAGLE OUTFITTERS INC COM Consumer Cyclical 17,482.0 $292K 0.00% +410.0 +2.4% $16.69 -1.7%
2409 NSIT INSIGHT ENTERPRISES INC COM Technology 4,347.0 $291K 0.00% -197.0 -4.3% $67.00 +32.2%
2410 EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 9,747.0 $291K 0.00% $29.88 +8.8%
2411 QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 2,289.0 $291K 0.00% $126.97 +16.4%
2412 ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM Healthcare 20,900.0 $290K 0.00% +665.0 +3.3% $13.88 +0.6%
2413 STEP STEPSTONE GROUP INC COM CL A Financial Services 6,074.0 $290K 0.00% NEW $47.72 +10.1%
2414 VVX V2X INC COM Industrials 4,220.0 $289K 0.00% NEW $68.50 +5.1%
2415 TNDM TANDEM DIABETES CARE INC COM NEW Healthcare 15,041.0 $288K 0.00% +2K +14.7% $19.17 -27.7%
2416 AMRIZE LTD SHS 5,146.0 $288K 0.00% NEW $56.02
2417 XRAY DENTSPLY SIRONA INC COM Healthcare 24,830.0 $288K 0.00% -13K -34.8% $11.60 -16.0%
2418 NTLA INTELLIA THERAPEUTICS INC COM Healthcare 22,465.0 $288K 0.00% +5K +27.3% $12.82 -6.9%
2419 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 3,596.0 $288K 0.00% NEW $80.00 +10.6%
2420 CYTK CYTOKINETICS INC COM NEW Healthcare 4,364.0 $288K 0.00% -285.0 -6.1% $65.91 +16.0%
Page 121 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%