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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 41 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 VTHR VANGUARD RUSSELL 3000 ETF 16,131.0 $4.6M 0.01% +561.0 +3.6% $287.58 +13.6%
802 AGZD WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND 205,477.0 $4.6M 0.01% +11K +5.7% $22.55 +0.5%
803 PDN INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF 106,802.0 $4.6M 0.01% $43.37 +7.3%
804 IIIN INSTEEL INDS INC COM Industrials 137,725.0 $4.6M 0.01% $33.61 -22.0%
805 SJM SMUCKER J M CO COM NEW Consumer Defensive 47,974.0 $4.6M 0.01% -2K -4.4% $96.44 +4.2%
806 AKAM AKAMAI TECHNOLOGIES INC COM Technology 40,170.0 $4.6M 0.01% +15K +56.7% $114.85 +27.3%
807 JAVA JPMORGAN ACTIVE VALUE ETF 64,050.0 $4.6M 0.01% -1K -2.1% $71.75 +6.3%
808 ISHARES IBONDS DEC 2026 TERM TREASURY ETF 200,249.0 $4.6M 0.01% -6K -3.1% $22.91
809 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 29,913.0 $4.6M 0.01% +14K +91.8% $153.07 -17.2%
810 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 93,764.0 $4.6M 0.01% -545.0 -0.6% $48.78 -6.6%
811 UAL UNITED AIRLS HLDGS INC COM Industrials 49,528.0 $4.6M 0.01% +14K +39.6% $92.02 +6.5%
812 FE FIRSTENERGY CORP COM Utilities 89,783.0 $4.5M 0.01% +8K +9.2% $50.66 -10.2%
813 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 23,168.0 $4.5M 0.01% +1K +5.9% $196.04 +0.5%
814 EW EDWARDS LIFESCIENCES CORP COM Healthcare 56,646.0 $4.5M 0.01% -3K -4.3% $80.08 +3.9%
815 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 38,968.0 $4.5M 0.01% -10K -19.6% $116.29 +0.4%
816 VNT VONTIER CORPORATION COM Technology 127,246.0 $4.5M 0.01% $35.47 -19.9%
817 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 62,156.0 $4.5M 0.01% +15K +31.1% $72.46 +19.1%
818 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 95,737.0 $4.5M 0.01% $46.95 -1.0%
819 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 92,084.0 $4.5M 0.01% +42K +85.3% $48.73 -0.1%
820 PERIMETER SOLUTIONS INC COMMON STOCK 183,699.0 $4.5M 0.01% NEW $24.42
Page 41 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%