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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 39 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 APTIV PLC COM SHS 72,857.0 $5.1M 0.01% +43K +142.2% $69.44
762 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 99,891.0 $5.1M 0.01% -12K -10.7% $50.62 -0.1%
763 LITE LUMENTUM HLDGS INC COM Technology 7,176.0 $5.0M 0.01% +5K +196.4% $702.68 +37.3%
764 INCY INCYTE CORP COM Healthcare 53,555.0 $5.0M 0.01% +4K +7.9% $94.11 +3.5%
765 NPCT NUVEEN CORE PLUS IMPACT FUND COM BEN INT Financial Services 494,266.0 $5.0M 0.01% -3K -0.5% $10.19 -2.5%
766 ES EVERSOURCE ENERGY COM Utilities 72,641.0 $5.0M 0.01% +16K +28.1% $69.26 +0.5%
767 TTC TORO CO COM Industrials 53,832.0 $5.0M 0.01% +6K +11.7% $93.43 -4.6%
768 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 55,632.0 $5.0M 0.01% +4K +7.0% $90.11 +14.1%
769 CLX CLOROX CO DEL COM Consumer Defensive 48,346.0 $5.0M 0.01% +5K +11.7% $103.60 -8.1%
770 APAM ARTISAN PARTNERS ASSET MGMT I CL A Financial Services 137,246.0 $5.0M 0.01% +113K +467.1% $36.39 +2.0%
771 GNRC GENERAC HLDGS INC COM Industrials 25,373.0 $5.0M 0.01% +301.0 +1.2% $195.32 +26.9%
772 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 37,584.0 $5.0M 0.01% +7K +21.5% $131.72 +18.1%
773 SRAD SPORTRADAR GROUP AG CLASS A ORD SHS Technology 295,652.0 $4.9M 0.01% -472K -61.5% $16.74 -20.4%
774 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 29,790.0 $4.9M 0.01% +6K +23.9% $165.12 +8.0%
775 FIVE FIVE BELOW INC COM Consumer Cyclical 21,484.0 $4.9M 0.01% +6K +36.1% $228.43 -3.8%
776 DTE DTE ENERGY CO COM Utilities 33,533.0 $4.9M 0.01% +17K +103.5% $146.22 -1.7%
777 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 107,092.0 $4.9M 0.01% +16K +17.0% $45.65 +10.3%
778 EPRT ESSENTIAL PPTYS RLTY TR INC COM Real Estate 160,928.0 $4.9M 0.01% +151K +1493.7% $30.36 +3.4%
779 CXW CORECIVIC INC COM Real Estate 258,271.0 $4.9M 0.01% +105K +68.6% $18.91 +11.7%
780 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 44,424.0 $4.8M 0.01% +6K +15.7% $108.98 +8.9%
Page 39 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%