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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 143 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 BKKT BAKKT INC COM CL A NEW Technology 10,803.0 $80K NEW $7.36 +18.5%
2842 UDMY UDEMY INC COM Consumer Defensive 17,120.0 $79K NEW $4.62 +0.2%
2843 ZTR VIRTUS TOTAL RETURN FD INC COM Financial Services 11,947.0 $79K NEW $6.62 +0.0%
2844 RLJ RLJ LODGING TR COM Real Estate 10,656.0 $79K NEW $7.42 +20.6%
2845 INGN INOGEN INC COM Healthcare 12,735.0 $79K NEW $6.18 +1.9%
2846 PLUG PLUG PWR INC COM NEW Industrials 34,660.0 $78K +7K +26.8% $2.26 +67.3%
2847 NAK NORTHERN DYNASTY MINERALS LTD COM NEW Basic Materials 55,599.0 $78K +3K +6.1% $1.40 +45.7%
2848 DNUT KRISPY KREME INC COM Consumer Defensive 22,741.0 $77K NEW $3.39 -4.7%
2849 ALIT ALIGHT INC COM CL A Technology 131,714.0 $77K +100K +320.7% $0.58 +37.7%
2850 BTQ BTQ TECHNOLOGIES CORP COM Technology 28,500.0 $76K +2K +5.6% $2.67 +5.6%
2851 CERS CERUS CORP COM Healthcare 41,215.0 $75K +4K +11.2% $1.82 +33.5%
2852 OEC ORION S.A. COM Basic Materials 11,470.0 $75K NEW $6.50 +6.5%
2853 ASLE AERSALE CORPORATION COM Industrials 11,804.0 $73K -3K -17.9% $6.22 +2.9%
2854 CRMD CORMEDIX INC COM Healthcare 10,685.0 $73K NEW $6.79 +11.2%
2855 CTKB CYTEK BIOSCIENCES INC COM Healthcare 16,434.0 $72K +2K +17.0% $4.37 -22.0%
2856 CRSR CORSAIR GAMING INC COM Technology 12,671.0 $70K NEW $5.55 +21.1%
2857 TLS TELOS CORP MD COM Technology 16,770.0 $70K NEW $4.19 +0.3%
2858 MQ MARQETA INC CLASS A COM Technology 16,933.0 $69K NEW $4.08 -6.6%
2859 EDIT EDITAS MEDICINE INC COM Healthcare 27,950.0 $69K +12K +77.3% $2.47 +6.1%
2860 DEFI DEVELOPMENT CORP COM 20,952.0 $69K +10K +85.5% $3.29
Page 143 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%