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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 35 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RBC RBC BEARINGS INC COM Industrials 11,596.0 $6.3M 0.01% +5K +72.6% $543.07 +5.2%
682 HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV 97,339.0 $6.3M 0.01% NEW $64.51
683 GWW WW GRAINGER INC COM Industrials 5,753.0 $6.3M 0.01% +298.0 +5.5% $1090.85 +13.6%
684 NXPI NXP SEMICONDUCTORS N V COM Technology 31,861.0 $6.3M 0.01% +4K +13.4% $196.86 +52.1%
685 ARCC ARES CAPITAL CORP COM Financial Services 345,557.0 $6.2M 0.01% +150K +76.7% $18.02 +4.0%
686 SNOW SNOWFLAKE INC COM SHS Technology 41,249.0 $6.2M 0.01% +8K +24.6% $150.83 +10.7%
687 MTCH MATCH GROUP INC NEW COM Communication Services 202,603.0 $6.2M 0.01% +68K +50.6% $30.71 +16.1%
688 PGR PROGRESSIVE CORP COM Financial Services 31,125.0 $6.2M 0.01% -2K -6.3% $198.25 +2.2%
689 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 61,256.0 $6.2M 0.01% +376.0 +0.6% $100.72 -2.4%
690 EXP EAGLE MATLS INC COM Basic Materials 32,402.0 $6.1M 0.01% -4K -12.0% $189.44 +5.1%
691 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 245,471.0 $6.1M 0.01% +63K +34.3% $24.91 -1.3%
692 LAMR LAMAR ADVERTISING CO CL A Real Estate 48,257.0 $6.1M 0.01% -3K -6.3% $126.65 +20.5%
693 XMTR XOMETRY INC CLASS A COM Industrials 149,384.0 $6.1M 0.01% +144K +2628.0% $40.83 +124.8%
694 NJR NEW JERSEY RES CORP COM Utilities 110,703.0 $6.1M 0.01% +93K +542.2% $54.92 +4.1%
695 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 241,697.0 $6.1M 0.01% -6K -2.2% $25.11 +0.9%
696 DD DUPONT DE NEMOURS INC COM Basic Materials 132,112.0 $6.0M 0.01% +4K +3.0% $45.79 +3.0%
697 GBDC GOLUB CAP BDC INC COM Financial Services 476,692.0 $6.0M 0.01% -185K -28.0% $12.66 +2.4%
698 NWE NORTHWESTERN ENERGY GROUP INC COM NEW Utilities 91,118.0 $6.0M 0.01% +70K +336.4% $65.94 +8.9%
699 SHC SOTERA HEALTH CO COM Healthcare 416,814.0 $6.0M 0.01% +400K +2356.8% $14.34 +8.4%
700 LGND LIGAND PHARMACEUTICALS INC COM NEW Healthcare 29,900.0 $6.0M 0.01% +15K +105.1% $199.65 +11.3%
Page 35 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%