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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 135 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 PLUS EPLUS INC COM Technology 2,685.0 $202K +64.0 +2.4% $75.25 +9.0%
2682 AESI ATLAS ENERGY SOLUTIONS INC COM NEW Energy 15,398.0 $202K +472.0 +3.2% $13.12 +48.7%
2683 EZM WISDOMTREE U.S. MIDCAP FUND 2,995.0 $201K $67.22 +5.6%
2684 BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 3,824.0 $201K NEW $52.49 +8.1%
2685 PTGX PROTAGONIST THERAPEUTICS INC COM Healthcare 1,902.0 $200K -830.0 -30.4% $105.40 -5.1%
2686 ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 4,769.0 $200K +31.0 +0.7% $41.96 +9.6%
2687 FFC FLAHERTY & CRUMRIN PFD & INM S COM Financial Services 12,878.0 $199K NEW $15.49 +1.4%
2688 KURA KURA ONCOLOGY INC COM Healthcare 24,485.0 $199K -7K -22.1% $8.13 +12.1%
2689 CUSHMAN AND WAKEFIELD LTD COMMON SHARES 16,106.0 $197K +2K +16.0% $12.26
2690 OIS OIL STS INTL INC COM Energy 16,885.0 $197K +3K +18.4% $11.64 -20.6%
2691 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 23,620.0 $196K +1K +6.5% $8.31 -19.1%
2692 LEG LEGGETT & PLATT INC COM Consumer Cyclical 19,747.0 $195K +425.0 +2.2% $9.88 -7.5%
2693 NVCR NOVOCURE LTD ORD SHS Healthcare 17,874.0 $195K +7K +67.9% $10.90 +58.2%
2694 HNST HONEST CO INC COM Consumer Cyclical 65,903.0 $194K +12K +23.0% $2.94 +11.7%
2695 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 10,994.0 $194K NEW $17.62 -6.9%
2696 IOVA IOVANCE BIOTHERAPEUTICS INC COM Healthcare 55,157.0 $194K +8K +17.8% $3.51 -5.3%
2697 USA LIBERTY ALL STAR EQUITY FD SH BEN INT Financial Services 34,665.0 $192K +9K +35.4% $5.55 +2.5%
2698 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 16,573.0 $191K +3K +22.6% $11.51 +20.7%
2699 QUIK QUICKLOGIC CORP COM NEW Technology 20,298.0 $190K -15K -43.0% $9.38 +81.7%
2700 SKY HARBOUR GROUP CORPORATION WT EXP 012527 271,083.0 $190K NEW $0.70
Page 135 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%