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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 33 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 117,742.0 $6.9M 0.01% +90K +320.7% $58.47 +12.4%
642 BBAI BIGBEAR AI HLDGS INC COM Technology 1,955,555.0 $6.9M 0.01% -285K -12.7% $3.52 +19.4%
643 IVVM ISHARES LARGE CAP MODERATE QUARTERLY LADDERED ETF 201,454.0 $6.9M 0.01% -67K -24.9% $34.11 +7.6%
644 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 47,958.0 $6.9M 0.01% +39K +438.7% $142.85 -7.8%
645 FCG FIRST TRUST NATURAL GAS ETF 216,070.0 $6.8M 0.01% +12K +5.8% $31.69 -4.7%
646 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 153,285.0 $6.8M 0.01% +4K +2.6% $44.62 -3.1%
647 DOW DOW HLDGS INC COM Basic Materials 163,970.0 $6.8M 0.01% +71K +77.1% $41.65 -13.8%
648 CIEN CIENA CORP COM NEW Technology 17,589.0 $6.8M 0.01% $388.13 +51.3%
649 J JACOBS SOLUTIONS INC. Industrials 53,528.0 $6.8M 0.01% +22K +68.4% $127.25 -10.4%
650 AAPL PUT APPLE INC COM Technology 26,800.0 $6.8M 0.01% NEW $253.75 +20.2%
651 GIS GENERAL MILLS INC COM Consumer Defensive 181,667.0 $6.8M 0.01% +3K +1.9% $37.22 -10.1%
652 Q QNITY ELECTRONICS INC COMMON STOCK Technology 58,482.0 $6.7M 0.01% -677.0 -1.1% $115.34 +32.7%
653 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 210,176.0 $6.7M 0.01% +13K +6.5% $32.01 +2.5%
654 RPG INVESCO S&P 500 PURE GROWTH ETF 143,731.0 $6.7M 0.01% $46.74 +23.3%
655 ED CONSOLIDATED EDISON INC COM Utilities 59,218.0 $6.7M 0.01% +6K +11.9% $113.18 -5.1%
656 GCOR GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF 161,760.0 $6.7M 0.01% +5K +3.2% $41.32 -1.2%
657 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 11,253.0 $6.7M 0.01% -1K -8.6% $592.99 -4.9%
658 PSA PUBLIC STORAGE OPER CO COM Real Estate 24,505.0 $6.6M 0.01% +15K +153.6% $270.88 +11.8%
659 VONE VANGUARD RUSSELL 1000 ETF 22,483.0 $6.6M 0.01% +6K +33.7% $295.11 +13.5%
660 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 142,026.0 $6.6M 0.01% -18K -11.5% $46.52 +0.5%
Page 33 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%