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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 129 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 CMG CALL CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 7,500.0 $240K NEW $32.01 +1.1%
2562 GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST Financial Services 7,443.0 $240K NEW $32.25 +6.4%
2563 VLUE ISHARES MSCI USA VALUE FACTOR ETF 1,688.0 $240K -1K -37.6% $142.15 +26.9%
2564 MSM MSC INDL DIRECT INC CL A Industrials 2,599.0 $240K NEW $92.25 +13.8%
2565 CRAK VANECK OIL REFINERS ETF 4,849.0 $240K NEW $49.40 +0.5%
2566 KN KNOWLES CORP COM Technology 9,309.0 $239K NEW $25.68 +35.5%
2567 CWEN CLEARWAY ENERGY INC CL C Utilities 6,084.0 $239K NEW $39.29 -5.7%
2568 AX AXOS FINANCIAL INC COM Financial Services 2,792.0 $238K +99.0 +3.7% $85.08 -1.5%
2569 IRT INDEPENDENCE RLTY TR INC COM Real Estate 15,954.0 $238K +2K +12.0% $14.89 +10.5%
2570 DAN DANA INC COM Consumer Cyclical 7,038.0 $237K NEW $33.65 -2.6%
2571 OBNK ORIGIN BANCORP INC COM Financial Services 5,711.0 $237K NEW $41.46 -31.0%
2572 CWS ADVISORSHARES FOCUSED EQUITY ETF 3,648.0 $236K $64.76 +3.1%
2573 NGEN NERVGEN PHARMA CORP COM Healthcare 62,367.0 $235K NEW $3.77 -3.2%
2574 GDLC GRAYSCALE COINDESK CRYPTO 5 ETF Financial Services 7,530.0 $235K +2K +26.1% $31.19 +10.4%
2575 RSI RUSH STREET INTERACTIVE INC COM Consumer Cyclical 10,793.0 $235K NEW $21.74 +27.7%
2576 PBFS PIONEER BANCORP INC MD COM Financial Services 16,836.0 $234K $13.92 +7.6%
2577 BITO PROSHARES BITCOIN ETF 25,149.0 $234K +2K +9.6% $9.31 +13.1%
2578 GPI GROUP 1 AUTOMOTIVE INC COM Consumer Cyclical 708.0 $234K +145.0 +25.8% $330.62 -8.5%
2579 LZ LEGALZOOM COM INC COM Industrials 41,272.0 $234K -100K -70.8% $5.67 +12.2%
2580 AMTX AEMETIS INC COM NEW Energy 73,010.0 $233K $3.19 -34.2%
Page 129 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%