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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 23 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SBUX STARBUCKS CORP COM Consumer Cyclical 162,717.0 $14.6M 0.03% +27K +20.0% $89.58 +17.4%
442 KMI KINDER MORGAN INC DEL COM Energy 433,427.0 $14.5M 0.03% +35K +8.8% $33.53 +0.6%
443 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 365,861.0 $14.4M 0.03% +23K +6.6% $39.28 +6.1%
444 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 32,092.0 $14.3M 0.03% +18K +132.5% $446.54 -4.4%
445 SGDM SPROTT GOLD MINERS ETF 188,455.0 $14.2M 0.03% -6K -3.3% $75.49 -7.0%
446 TWLO TWILIO INC CL A Communication Services 110,428.0 $13.9M 0.02% -565K -83.6% $125.82 +49.0%
447 DVY ISHARES SELECT DIVIDEND ETF 91,571.0 $13.9M 0.02% +3K +2.9% $151.41 +0.5%
448 TER TERADYNE INC COM Technology 46,664.0 $13.8M 0.02% +31K +195.3% $296.39 +16.5%
449 EQIX EQUINIX INC COM Real Estate 13,995.0 $13.7M 0.02% +413.0 +3.0% $980.06 +8.7%
450 IUSG ISHARES CORE S&P U.S. GROWTH ETF 88,164.0 $13.7M 0.02% $155.11 +19.5%
451 PNW PINNACLE WEST CAP CORP COM Utilities 135,613.0 $13.7M 0.02% -5K -3.8% $100.75 +0.8%
452 GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 182,336.0 $13.6M 0.02% +12K +7.2% $74.67 -1.4%
453 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 210,301.0 $13.6M 0.02% +44K +26.4% $64.61 +42.6%
454 EXPD EXPEDITORS INTL WASH INC COM Industrials 94,765.0 $13.6M 0.02% +13K +15.9% $143.23 +8.7%
455 UBER UBER TECHNOLOGIES INC COM Technology 188,307.0 $13.5M 0.02% +50K +36.3% $71.93 +2.9%
456 WMB WILLIAMS COS INC COM Energy 185,864.0 $13.5M 0.02% +32K +20.8% $72.78 +7.1%
457 FORTINET INC COM 164,859.0 $13.5M 0.02% +95K +137.4% $81.71
458 PSI INVESCO SEMICONDUCTORS ETF 142,350.0 $13.4M 0.02% -35K -19.6% $94.38 +58.0%
459 EXEL EXELIXIS INC COM Healthcare 312,296.0 $13.4M 0.02% +213K +215.1% $42.89 +14.8%
460 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 57,199.0 $13.4M 0.02% +2K +3.9% $234.03 +14.0%
Page 23 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%