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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 141 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 ODV OSISKO DEVELOPMENT CORP COM NEW Basic Materials 33,500.0 $109K +9K +36.7% $3.25 -6.2%
2802 LFST LIFESTANCE HEALTH GROUP INC COM Healthcare 17,012.0 $108K +6K +61.0% $6.37 +20.1%
2803 VNDA VANDA PHARMACEUTICALS INC COM Healthcare 15,637.0 $108K NEW $6.91 -9.1%
2804 PDM PIEDMONT REALTY TRUST INC COM CL A Real Estate 16,283.0 $107K +321.0 +2.0% $6.57 +18.7%
2805 BRW SABA CAPITAL INCOME & OPRNT FD SHS NEW Financial Services 15,767.0 $106K +584.0 +3.9% $6.74 -0.3%
2806 MARA MARA HOLDINGS INC COM Financial Services 12,874.0 $105K -8K -37.1% $8.16 +52.5%
2807 DOUG DOUGLAS ELLIMAN INC COM Real Estate 63,973.0 $105K +3K +5.7% $1.64 +0.3%
2808 PLTK PLAYTIKA HLDG CORP COM Technology 37,508.0 $104K -10K -21.9% $2.78 +28.4%
2809 SLB CALL SLB LIMITED COM STK Energy 2,000.0 $103K NEW $51.39 +7.8%
2810 KELYA KELLY SVCS INC CL A Industrials 11,601.0 $103K +496.0 +4.5% $8.85 +8.5%
2811 DHY CREDIT SUISSE HIGH YIELD CREDI SH BEN INT Financial Services 53,267.0 $101K +35K +198.4% $1.90 -7.4%
2812 CLSK CLEANSPARK INC COM NEW Technology 11,784.0 $100K -5K -28.0% $8.51 +57.9%
2813 OGN ORGANON & CO COMMON STOCK Healthcare 16,669.0 $100K -23K -58.0% $5.99 +123.7%
2814 AGEN AGENUS INC COM NEW Healthcare 29,878.0 $100K -209.0 -0.7% $3.34 -5.4%
2815 PHK PIMCO HIGH INCOME FD COM SHS Financial Services 21,507.0 $100K NEW $4.63 -2.2%
2816 SATL SATELLOGIC INC COM CL A Technology 18,029.0 $98K NEW $5.44 +81.0%
2817 CXM SPRINKLR INC CL A Technology 16,061.0 $96K NEW $6.00 -14.8%
2818 TDAY USA TODAY CO INC COM Communication Services 13,587.0 $96K +2K +17.1% $7.05 +4.9%
2819 MRCC MONROE CAP CORP COM Financial Services 20,468.0 $94K NEW $4.60 +10.4%
2820 SHLS SHOALS TECHNOLOGIES GROUP INC CL A Energy 14,305.0 $94K -4K -21.3% $6.58 +57.0%
Page 141 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%