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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 24 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ROK ROCKWELL AUTOMATION INC COM Industrials 37,285.0 $13.4M 0.02% -858.0 -2.2% $358.88 +21.6%
462 TOTALENERGIES SE ACT 146,656.0 $13.3M 0.02% +34K +30.6% $91.00
463 TOL TOLL BROTHERS INC COM Consumer Cyclical 97,558.0 $13.3M 0.02% +70K +258.4% $136.45 -0.1%
464 RS RELIANCE INC COM Basic Materials 43,417.0 $13.2M 0.02% +37K +560.0% $303.92 +19.2%
465 JEF JEFFERIES FINL GROUP INC COM Financial Services 318,842.0 $13.2M 0.02% -29K -8.5% $41.26 +27.1%
466 ECL ECOLAB INC COM Basic Materials 49,355.0 $13.1M 0.02% +8K +18.6% $266.02 -6.0%
467 JCI JOHNSON CTLS INTL PLC SHS Industrials 100,011.0 $13.1M 0.02% +7K +7.7% $130.94 +3.5%
468 MET METLIFE INC COM Financial Services 184,901.0 $13.1M 0.02% +125K +207.6% $70.71 +19.2%
469 GDXJ VANECK JUNIOR GOLD MINERS ETF 108,137.0 $13.0M 0.02% $120.04 -6.5%
470 HDV ISHARES CORE HIGH DIVIDEND ETF 95,567.0 $13.0M 0.02% -991.0 -1.0% $135.72 -79.6%
471 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 229,218.0 $13.0M 0.02% +154K +204.8% $56.58 +7.1%
472 UPS UNITED PARCEL SVCS INC CL B Industrials 131,371.0 $12.9M 0.02% +34K +34.8% $98.38 +0.5%
473 CL COLGATE PALMOLIVE CO COM Consumer Defensive 151,188.0 $12.9M 0.02% +36K +30.9% $85.23 +6.1%
474 PH PARKER-HANNIFIN CORP COM Industrials 14,330.0 $12.8M 0.02% +6K +66.1% $895.24 -4.0%
475 VUSB VANGUARD ULTRA-SHORT BOND ETF 256,491.0 $12.8M 0.02% -22K -8.0% $49.78 -0.1%
476 SYY SYSCO CORP COM Consumer Defensive 178,716.0 $12.7M 0.02% +12K +7.4% $71.33 +5.8%
477 D DOMINION ENERGY INC COM Utilities 205,752.0 $12.7M 0.02% $61.82 +10.5%
478 RELX RELX PLC SPONSORED ADR Communication Services 382,945.0 $12.7M 0.02% -1.3M -76.6% $33.15 +1.4%
479 MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 218,748.0 $12.7M 0.02% +209K +2223.4% $57.94 +20.0%
480 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 160,176.0 $12.6M 0.02% +2K +1.5% $78.41 +8.5%
Page 24 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%