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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 136 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 AUR AURORA INNOVATION INC CLASS A COM Technology 45,693.0 $188K +3K +7.0% $4.12 +80.1%
2702 AVTR AVANTOR INC COM Healthcare 23,953.0 $188K -10K -30.1% $7.84 -3.1%
2703 AEGON LTD AMER REG 1 CERT 25,768.0 $187K +7K +38.3% $7.26
2704 CRM PUT SALESFORCE INC COM Technology 1,000.0 $187K NEW $186.66 -7.0%
2705 RCAT RED CAT HLDGS INC COM Technology 14,244.0 $186K -1.2M -98.8% $13.09 -27.5%
2706 SHEL CALL SHELL PLC SPON ADS Energy 2,000.0 $186K NEW $93.00 -8.2%
2707 LLY PUT ELI LILLY & CO COM Healthcare 200.0 $184K NEW $919.59 +9.5%
2708 NBB NUVEEN TAXABLE MUNICPAL INM FD COM Financial Services 11,700.0 $183K $15.66 -1.0%
2709 TTI TETRA TECHNOLOGIES INC DEL COM Energy 21,436.0 $183K +947.0 +4.6% $8.52 +23.5%
2710 DIGITALBRIDGE GROUP INC CL A NEW 11,832.0 $182K +318.0 +2.8% $15.42
2711 AMERICAN BITCOIN CORP. COM CL A 196,419.0 $182K -169K -46.3% $0.92
2712 OAKTREE SPECIALTY LENDING COM 15,994.0 $181K +87.0 +0.6% $11.30
2713 NMFC NEW MTN FIN CORP COM Financial Services 23,209.0 $180K +5K +30.2% $7.76 +4.3%
2714 CCLD CARECLOUD INC COM Healthcare 49,127.0 $179K -1K -2.0% $3.65 -41.9%
2715 PH PUT PARKER-HANNIFIN CORP COM Industrials 200.0 $179K NEW $895.24 -3.6%
2716 MFA MFA FINL INC COM Real Estate 18,619.0 $178K +2K +13.4% $9.58 -2.8%
2717 BBDC BARINGS BDC INC COM Financial Services 21,449.0 $177K NEW $8.23 +3.0%
2718 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 19,280.0 $174K +777.0 +4.2% $9.02 +9.6%
2719 AEVA AEVA TECHNOLOGIES INC COM NEW Consumer Cyclical 13,202.0 $174K NEW $13.16 +47.8%
2720 PHR PHREESIA INC COM Healthcare 20,435.0 $172K NEW $8.41 +4.3%
Page 136 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%