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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 18 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 74,070.0 $21.5M 0.04% -97K -56.7% $290.49 +0.2%
342 IFRA ISHARES U.S. INFRASTRUCTURE ETF 374,158.0 $21.4M 0.04% -10K -2.5% $57.20 +5.2%
343 MEDP MEDPACE HLDGS INC COM Healthcare 44,565.0 $21.4M 0.04% -792.0 -1.8% $480.14 -15.2%
344 RSG REPUBLIC SVCS INC COM Industrials 97,619.0 $21.4M 0.04% +4K +4.6% $219.03 -3.1%
345 SDY STATE STREET SPDR S&P DIVIDEND ETF 145,619.0 $21.3M 0.04% +10K +7.1% $145.94 +0.8%
346 DSI ISHARES ESG MSCI KLD 400 ETF 174,144.0 $21.1M 0.04% -5K -3.0% $121.19 +15.3%
347 USB US BANCORP COM NEW Financial Services 404,649.0 $21.0M 0.04% +102K +33.8% $52.01 +2.1%
348 LNG CHENIERE ENERGY INC COM NEW Energy 74,060.0 $21.0M 0.04% +45K +153.0% $283.76 -12.0%
349 IWN ISHARES TR RUSSEL 2000 VALUE 110,499.0 $20.9M 0.04% -3K -2.5% $189.56 +8.1%
350 CWI STATE STREET SPDR MSCI ACWI EX-US ETF 570,639.0 $20.9M 0.04% -56K -8.9% $36.59 +7.6%
351 VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF 209,694.0 $20.8M 0.04% +7K +3.2% $99.08
352 TGT TARGET CORP COM Consumer Defensive 171,179.0 $20.7M 0.04% +9K +5.7% $121.20 -2.7%
353 GD GENERAL DYNAMICS CORP COM Industrials 60,178.0 $20.7M 0.04% +9K +17.4% $343.21 -1.6%
354 AZO AUTOZONE INC COM Consumer Cyclical 6,047.0 $20.4M 0.04% -15K -70.7% $3377.99 -1.8%
355 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 253,418.0 $20.3M 0.04% +161K +175.3% $80.04 +13.3%
356 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 58,740.0 $20.3M 0.04% +1K +2.0% $345.12 -11.4%
357 CMF ISHARES CALIFORNIA MUNI BOND ETF 356,431.0 $20.3M 0.04% +5K +1.4% $56.86 -0.4%
358 COF CAPITAL ONE FINL CORP COM Financial Services 110,712.0 $20.2M 0.04% +18K +19.0% $182.40 -1.1%
359 GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 188,802.0 $20.1M 0.04% +28K +17.4% $106.68 -1.1%
360 NET CLOUDFLARE INC CL A COM Technology 97,228.0 $20.1M 0.04% +10K +11.1% $206.31 -0.4%
Page 18 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%