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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 137 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2721 MIN MFS INTER INCOME TR SH BEN INT Financial Services 68,362.0 $172K +10K +17.6% $2.51 -2.6%
2722 META CALL META PLATFORMS INC. Communication Services 300.0 $172K NEW $571.87 +7.4%
2723 NEWSMAX INC COM SHS CLASS B 32,811.0 $171K +20K +148.9% $5.22
2724 UMH UMH PPTYS INC COM Real Estate 11,829.0 $171K +578.0 +5.1% $14.43 +3.4%
2725 TLRY TILRAY BRANDS INC COM Healthcare 26,292.0 $170K NEW $6.47 -17.8%
2726 FFIC FLUSHING FINL CORP COM Financial Services 10,851.0 $167K NEW $15.36 +0.4%
2727 INMD INMODE LTD SHS Healthcare 12,128.0 $166K NEW $13.68 +1.6%
2728 COUR COURSERA INC COM Consumer Defensive 28,386.0 $165K +14K +95.3% $5.82 -9.3%
2729 JFR NUVEEN FLOATING RATE INCOME FD COM Financial Services 21,835.0 $164K $7.52 -0.5%
2730 CMCO COLUMBUS MCKINNON CORP N Y COM Industrials 11,293.0 $164K +903.0 +8.7% $14.52 -4.0%
2731 WSR WHITESTONE REIT COM Real Estate 10,102.0 $163K NEW $16.15 +17.6%
2732 MCW MISTER CAR WASH INC COM Consumer Cyclical 23,107.0 $161K +6K +33.7% $6.97 +1.9%
2733 SG SWEETGREEN INC COM CL A Consumer Cyclical 30,995.0 $161K NEW $5.19 +55.9%
2734 WU WESTERN UN CO COM Financial Services 18,117.0 $158K +8K +78.0% $8.73 -4.5%
2735 HTBK HERITAGE COMM CORP COM Financial Services 12,600.0 $157K $12.48 +7.8%
2736 FIVN FIVE9 INC COM Technology 10,316.0 $156K NEW $15.17 +42.7%
2737 KRNT KORNIT DIGITAL LTD SHS Industrials 10,661.0 $156K +480.0 +4.7% $14.66 +2.7%
2738 PENN PENN ENTERTAINMENT INC COM Consumer Cyclical 10,239.0 $154K -12K -53.5% $15.03 +7.8%
2739 AVNS AVANOS MED INC COM Healthcare 10,984.0 $154K $14.01 +76.6%
2740 WAGN PABRAI WAGONS ETF 10,759.0 $152K NEW $14.11 +4.3%
Page 137 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%