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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 14 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF 1,112,599.0 $32.7M 0.06% +77K +7.5% $29.36 +4.9%
262 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 719,795.0 $32.6M 0.06% -7K -0.9% $45.26 +27.1%
263 TMSL T. ROWE PRICE SMALL-MID CAP ETF 886,985.0 $32.5M 0.06% +28K +3.2% $36.67 +8.3%
264 VLO VALERO ENERGY CORP COM Energy 131,173.0 $32.4M 0.06% -815.0 -0.6% $247.12 +5.6%
265 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 526,661.0 $32.3M 0.06% +268K +103.9% $61.26 -0.2%
266 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 830,067.0 $32.3M 0.06% -9K -1.1% $38.86 +10.2%
267 SCHA SCHWAB U.S. SMALL-CAP ETF 1,106,106.0 $32.2M 0.06% +22K +2.0% $29.08 +10.6%
268 CMI CUMMINS INC COM Industrials 59,739.0 $32.1M 0.06% -2K -3.7% $537.98 +23.2%
269 BND VANGUARD TOTAL BOND MARKET ETF 433,805.0 $31.9M 0.06% +56K +14.8% $73.64 -1.6%
270 VONV VANGUARD RUSSELL 1000 VALUE ETF 339,962.0 $31.9M 0.06% +33K +10.6% $93.73 +8.8%
271 VPU VANGUARD UTILITIES ETF 160,640.0 $31.8M 0.06% -67K -29.3% $198.14 -3.0%
272 VMC VULCAN MATLS CO COM Basic Materials 116,735.0 $31.8M 0.06% +87K +287.7% $272.30 -3.8%
273 DLR DIGITAL RLTY TR INC COM Real Estate 175,172.0 $31.6M 0.06% +97K +124.2% $180.18 +3.9%
274 LQD ISHARES GS CORP BONDS 289,047.0 $31.5M 0.06% +223K +340.9% $108.99 -1.6%
275 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 614,798.0 $31.5M 0.06% +35K +6.0% $51.23 -1.2%
276 CACI CACI INTL INC CL A Technology 56,940.0 $31.0M 0.05% +364.0 +0.6% $543.89 -8.8%
277 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 399,186.0 $30.8M 0.05% $77.18 -1.8%
278 NVDA PUT NVIDIA CORPORATION COM Technology 174,700.0 $30.5M 0.05% NEW $174.38 +27.9%
279 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 209,117.0 $30.3M 0.05% +17K +8.6% $144.70 +9.0%
280 DIS DISNEY WALT CO COM Communication Services 319,035.0 $30.1M 0.05% +28K +9.4% $94.27 +8.6%
Page 14 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%