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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 127 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 DMRC DIGIMARC CORP NEW COM Technology 51,129.0 $251K NEW $4.91 +98.0%
2522 CUZ COUSINS PPTYS INC COM NEW Real Estate 11,122.0 $251K NEW $22.57 +14.8%
2523 AAAU GOLDMAN SACHS PHYSICAL GOLD ETF Financial Services 5,430.0 $251K +478.0 +9.7% $46.19 -4.2%
2524 ATRC ATRICURE INC COM Healthcare 8,787.0 $251K +843.0 +10.6% $28.53 -1.2%
2525 TRUP TRUPANION INC COM Financial Services 9,780.0 $250K NEW $25.61 -15.2%
2526 AMZN PUT AMAZON COM INC COM Consumer Cyclical 1,200.0 $250K NEW $208.25 +25.2%
2527 HAFC HANMI FINL CORP COM NEW Financial Services 9,467.0 $250K +167.0 +1.8% $26.36 +12.4%
2528 PWP PERELLA WEINBERG PARTNERS CLASS A COM Financial Services 13,719.0 $249K +3K +23.4% $18.16 -3.4%
2529 GEF GREIF INC CL A Consumer Cyclical 3,707.0 $249K +144.0 +4.0% $67.07 -8.2%
2530 OSIS OSI SYSTEMS INC COM Technology 936.0 $249K +16.0 +1.7% $265.51 -21.2%
2531 QID PROSHARES ULTRASHORT QQQ 10,957.0 $248K $22.66 -33.1%
2532 HTH HILLTOP HLDGS INC COM Financial Services 6,930.0 $248K -5K -43.2% $35.82 +3.3%
2533 PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 4,125.0 $248K -144.0 -3.4% $60.08 +30.1%
2534 MXL MAXLINEAR INC COM Technology 14,241.0 $248K +167.0 +1.2% $17.39 +450.7%
2535 TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 2,634.0 $248K $93.98 +5.5%
2536 CCS CENTURY COMMUNITIES INC COM Consumer Cyclical 4,314.0 $248K -344.0 -7.4% $57.38 -16.3%
2537 ECF ELLSWORTH GROWTH & INCOME FD COM Financial Services 22,198.0 $248K $11.15 +14.3%
2538 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 9,168.0 $247K NEW $26.94 +21.3%
2539 VCYT VERACYTE INC COM Healthcare 7,663.0 $247K +567.0 +8.0% $32.21 +33.1%
2540 ARKX ARK SPACE & DEFENSE INNOVATION ETF 8,402.0 $247K NEW $29.35 +15.1%
Page 127 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%