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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 128 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 DXYZ DESTINY TECH100 INC COM SHS 9,196.0 $246K NEW $26.78 +130.2%
2542 BIOHAVEN LTD COM 29,053.0 $246K +5K +22.1% $8.46
2543 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 2,522.0 $244K +280.0 +12.5% $96.92 +5.3%
2544 NBR NABORS INDUSTRIES LTD SHS Energy 2,835.0 $244K NEW $86.08 +21.5%
2545 RNST RENASANT CORP COM Financial Services 6,752.0 $244K +473.0 +7.5% $36.13 +13.8%
2546 CWAN CLEARWATER ANALYTICS HLDGS INC CL A Technology 10,285.0 $243K -44K -81.0% $23.65 +3.0%
2547 BST BLACKROCK SCIENCE & TECHNOLOGY SHS Financial Services 6,676.0 $243K $36.35 +26.1%
2548 STRA STRATEGIC ED INC COM Consumer Defensive 2,922.0 $242K +213.0 +7.9% $82.96 -3.6%
2549 ARQT ARCUTIS BIOTHERAPEUTICS INC COM Healthcare 10,290.0 $242K -389.0 -3.6% $23.55 -10.8%
2550 NBHC NATIONAL BK HLDGS CORP CL A Financial Services 6,170.0 $242K NEW $39.15 +7.1%
2551 TGTX TG THERAPEUTICS INC COM Healthcare 7,268.0 $241K +493.0 +7.3% $33.21 +19.7%
2552 APPF APPFOLIO INC COM CL A Technology 1,529.0 $241K -742.0 -32.7% $157.82 +2.9%
2553 BITU PROSHARES ULTRA BITCOIN ETF 20,706.0 $241K NEW $11.64 +26.6%
2554 DIS CALL DISNEY WALT CO COM Communication Services 2,500.0 $241K NEW $96.36 +7.5%
2555 WTBA WEST BANCORPORATION INC CAP STK Financial Services 10,109.0 $240K $23.79 -0.6%
2556 MAT MATTEL INC COM Consumer Cyclical 16,545.0 $240K -4K -17.7% $14.53 +3.0%
2557 LPG DORIAN LPG LTD SHS USD Energy 7,029.0 $240K NEW $34.19 +34.1%
2558 CAR AVIS BUDGET GROUP INC COM Industrials 1,647.0 $240K -29.0 -1.7% $145.86 +8.1%
2559 OPLN OPENLANE INC COM Consumer Cyclical 8,241.0 $240K NEW $29.15 +20.2%
2560 RVLV REVOLVE GROUP INC CL A Consumer Cyclical 10,620.0 $240K +1K +15.2% $22.61 -17.5%
Page 128 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%