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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 21 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 443,559.0 $17.3M 0.03% $38.96 +6.4%
402 SLB SLB LIMITED COM STK Energy 335,963.0 $17.3M 0.03% +162K +93.5% $51.39 +10.5%
403 URI UNITED RENTALS INC COM Industrials 23,679.0 $17.3M 0.03% -481.0 -2.0% $728.53 +27.3%
404 MSTR STRATEGY INC CL A NEW Technology 138,136.0 $17.2M 0.03% +129K +1451.2% $124.80 +31.9%
405 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 223,896.0 $17.1M 0.03% +26K +13.2% $76.53 +14.0%
406 ADI ANALOG DEVICES INC COM Technology 53,850.0 $17.1M 0.03% +15K +40.1% $317.84 +25.2%
407 ACWI ISHARES MSCI ACWI ETF 123,320.0 $17.1M 0.03% $138.37 +12.1%
408 FLOT ISHARES FLOATING RATE BOND ETF 334,728.0 $17.1M 0.03% +32K +10.8% $50.95 +0.1%
409 WELL WELLTOWER INC COM Real Estate 85,936.0 $17.0M 0.03% +4K +4.8% $197.71 +10.3%
410 RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 430,630.0 $17.0M 0.03% -15K -3.5% $39.41 +5.4%
411 SHEL SHELL PLC SPON ADS Energy 182,454.0 $17.0M 0.03% +2K +1.0% $93.00 -4.9%
412 RY ROYAL BK CDA COM Financial Services 104,701.0 $16.9M 0.03% +3K +3.4% $161.78 +13.4%
413 TXT TEXTRON INC COM Industrials 190,472.0 $16.7M 0.03% -2K -1.0% $87.56 +0.7%
414 MRVL MARVELL TECHNOLOGY INC COM Technology 166,652.0 $16.5M 0.03% +123K +282.2% $99.03 +78.0%
415 YUM YUM BRANDS INC COM Consumer Cyclical 105,316.0 $16.4M 0.03% -2K -1.5% $155.48 -2.1%
416 NUE NUCOR CORP COM Basic Materials 96,595.0 $16.3M 0.03% -725.0 -0.7% $169.10 +31.1%
417 USRT ISHARES CORE U.S. REIT ETF 273,603.0 $16.2M 0.03% +29K +12.0% $59.19 +10.2%
418 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 261,810.0 $16.1M 0.03% +224K +594.9% $61.35 -17.1%
419 CBRE CBRE GROUP INC CL A Real Estate 118,153.0 $16.0M 0.03% +28K +30.4% $135.46 -3.2%
420 JKHY HENRY JACK & ASSOC INC COM Technology 101,165.0 $16.0M 0.03% -1K -1.1% $158.03 -11.1%
Page 21 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%