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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 3 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GILD GILEAD SCIENCES INC COM Healthcare 1,771,496.0 $246.9M 0.43% -165K -8.5% $139.36 -5.2%
42 XOM EXXON MOBIL CORP COM Energy 1,429,145.0 $242.5M 0.42% -203K -12.4% $169.67 -10.0%
43 QQQ INVESCO QQQ TRUST SERIES I Financial Services 456,659.0 $237.3M 0.41% +21K +4.7% $519.71 +36.4%
44 PG PROCTER & GAMBLE CO COM Consumer Defensive 1,714,266.0 $236.1M 0.41% -182K -9.6% $137.74 +3.6%
45 CSCO CISCO SYS INC COM Technology 3,021,766.0 $234.5M 0.41% +504K +20.0% $77.59 +48.9%
46 MRK MERCK & CO INC COM Healthcare 1,842,858.0 $221.7M 0.39% +178K +10.7% $120.28 -5.7%
47 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 2,182,769.0 $219.7M 0.38% +176K +8.8% $100.66 -0.1%
48 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1,519,015.0 $216.3M 0.38% +13K +0.8% $142.39 +13.1%
49 FLXR TCW FLEXIBLE INCOME ETF 5,449,636.0 $214.0M 0.37% +280K +5.4% $39.27 -0.6%
50 IAU ISHARES GOLD TRUST Financial Services 2,416,160.0 $213.0M 0.37% $88.15 -3.0%
51 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 212,982.0 $212.2M 0.37% +26K +14.1% $996.43 +4.5%
52 V VISA INC COM CL A Financial Services 697,358.0 $210.8M 0.37% +33K +5.0% $302.23 +6.7%
53 KR KROGER CO COM Consumer Defensive 2,882,647.0 $208.6M 0.36% +100K +3.6% $72.36 -7.7%
54 IWF ISHARES RUSSELL 1000 GROWTH ETF 477,946.0 $203.8M 0.36% +11K +2.5% $426.37 -70.8%
55 GRMN GARMIN LTD SHS Technology 866,762.0 $201.1M 0.35% +27K +3.3% $231.99 +1.0%
56 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 590,555.0 $199.6M 0.35% +398K +206.8% $337.92 +23.6%
57 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 4,043,914.0 $197.8M 0.34% +645K +19.0% $48.92 +7.5%
58 PANW PALO ALTO NETWORKS INC COM Technology 1,231,510.0 $197.4M 0.34% +538K +77.6% $160.31 +48.6%
59 JNJ JOHNSON & JOHNSON COM Healthcare 791,746.0 $193.5M 0.34% +162K +25.8% $244.44 -5.6%
60 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 8,527,007.0 $193.4M 0.34% +693K +8.8% $22.68 -0.9%
Page 3 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%