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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 37 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PPG PPG INDS INC COM Basic Materials 52,628.0 $5.6M 0.01% +29K +125.2% $106.88 -2.3%
722 KBE STATE STREET SPDR S&P BANK ETF 94,409.0 $5.6M 0.01% -802.0 -0.8% $59.55 +6.6%
723 CNM CORE & MAIN INC CL A Industrials 113,573.0 $5.6M 0.01% +66K +137.3% $49.39 -4.5%
724 FSLR FIRST SOLAR INC COM Energy 28,438.0 $5.6M 0.01% $197.26 +26.2%
725 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 1,917,882.0 $5.6M 0.01% +1.3M +226.5% $2.92 +12.0%
726 IUSV ISHARES CORE S&P US VALUE ETF 54,461.0 $5.6M 0.01% -3K -4.4% $102.25 +7.0%
727 POR PORTLAND GEN ELEC CO COM NEW Utilities 105,184.0 $5.6M 0.01% +85K +428.0% $52.77 -5.8%
728 PCAR PACCAR INC COM Industrials 47,967.0 $5.5M 0.01% +653.0 +1.4% $115.50 -5.3%
729 NFG NATIONAL FUEL GAS CO COM Energy 58,844.0 $5.5M 0.01% $93.96 -13.5%
730 FITB FIFTH THIRD BANCORP COM Financial Services 118,973.0 $5.5M 0.01% +15K +14.9% $46.46 +5.8%
731 IQVIA HLDGS INC COM 32,328.0 $5.5M 0.01% -3K -8.1% $170.54
732 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 137,149.0 $5.5M 0.01% +12K +9.9% $40.14 +0.9%
733 TRMB TRIMBLE INC COM Technology 84,204.0 $5.5M 0.01% -6K -7.0% $65.23 -14.2%
734 RJF RAYMOND JAMES FINL INC COM Financial Services 37,852.0 $5.5M 0.01% -2K -5.7% $144.79 +5.0%
735 A AGILENT TECHNOLOGIES INC COM Healthcare 47,990.0 $5.5M 0.01% +7K +16.4% $113.96 +0.7%
736 HAL HALLIBURTON CO COM Energy 139,917.0 $5.5M 0.01% +26K +22.7% $38.99 +7.6%
737 CHE CHEMED CORP NEW COM Healthcare 14,290.0 $5.4M 0.01% +1K +8.6% $377.73 +16.9%
738 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 317,968.0 $5.4M 0.01% +233K +274.5% $16.97 +14.2%
739 GTO INVESCO TOTAL RETURN BOND ETF 114,672.0 $5.4M 0.01% +37K +47.4% $46.83 -0.6%
740 VIS VANGUARD INDUSTRIALS ETF 17,192.0 $5.4M 0.01% +5K +45.3% $312.21 +6.8%
Page 37 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%