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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 134 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 JEDI DEFIANCE DRONE AND MODERN WARFARE ETF 8,100.0 $207K NEW $25.58 +15.0%
2662 ORCL PUT ORACLE CORP COM Technology 1,400.0 $206K NEW $147.09 +25.6%
2663 TBBK BANCORP INC DEL COM Financial Services 3,829.0 $206K +551.0 +16.8% $53.73 -1.0%
2664 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 4,822.0 $205K NEW $42.61 +30.0%
2665 HYCROFT MINING HOLDING CORP CL A NEW 5,834.0 $205K NEW $35.20
2666 PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 4,418.0 $205K NEW $46.40 +6.3%
2667 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 10,776.0 $205K NEW $19.00 +0.9%
2668 SPDN DIREXION DAILY S&P 500 BEAR 1X ETF 20,576.0 $205K $9.95 -11.1%
2669 U UNITY SOFTWARE INC COM Technology 9,314.0 $204K -15K -62.4% $21.94 +22.1%
2670 FULT FULTON FINL CORP PA COM Financial Services 10,018.0 $204K NEW $20.34 +2.1%
2671 JJSF J & J SNACK FOODS CORP COM Consumer Defensive 2,568.0 $204K NEW $79.28 -8.3%
2672 FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 10,199.0 $204K +80.0 +0.8% $19.96 -0.1%
2673 PEBO PEOPLES BANCORP INC COM Financial Services 6,190.0 $203K NEW $32.87 +1.9%
2674 BMI BADGER METER INC COM Technology 1,334.0 $203K +96.0 +7.8% $152.35 -21.1%
2675 CHEF CHEFS WHSE INC COM Consumer Defensive 3,417.0 $203K -91.0 -2.6% $59.45 +32.5%
2676 TYG TORTOISE ENERGY INFRSTRCTR CP COM Financial Services 4,073.0 $203K NEW $49.85 -6.2%
2677 NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 3,085.0 $203K NEW $65.77 +1.9%
2678 ADNT ADIENT PLC ORD SHS Consumer Cyclical 10,025.0 $203K NEW $20.21 -2.6%
2679 NUTX NUTEX HEALTH INC COM Healthcare 2,129.0 $202K NEW $95.04 +28.7%
2680 TFX TELEFLEX INCORPORATED COM Healthcare 1,691.0 $202K -11K -86.8% $119.58 +9.3%
Page 134 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%