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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 44 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 VEEV VEEVA SYS INC CL A COM Healthcare 22,620.0 $4.0M 0.01% +13K +131.7% $175.66 -6.1%
862 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 20,102.0 $4.0M 0.01% +4K +27.4% $197.47 +19.8%
863 BBY BEST BUY INC COM Consumer Cyclical 61,714.0 $4.0M 0.01% -17K -21.9% $64.20 -4.7%
864 CASY CASEYS GEN STORES INC COM Consumer Cyclical 5,428.0 $4.0M 0.01% +698.0 +14.8% $727.82 +13.3%
865 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 42,275.0 $3.9M 0.01% +3K +7.5% $93.32 +2.5%
866 RGLD ROYAL GOLD INC COM Basic Materials 15,445.0 $3.9M 0.01% +5K +47.5% $254.47 -12.3%
867 OTEX OPEN TEXT CORP COM Technology 175,410.0 $3.9M 0.01% +169K +2503.7% $22.24 +4.4%
868 NUW NUVEEN AMT-FREE MUN VALUE FD COM Financial Services 272,562.0 $3.9M 0.01% +2K +0.8% $14.31 -3.1%
869 GPC GENUINE PARTS CO COM Consumer Cyclical 36,883.0 $3.9M 0.01% +5K +17.5% $105.75 -7.7%
870 CLOA ISHARES AAA CLO ACTIVE ETF 75,084.0 $3.9M 0.01% -30K -28.6% $51.83 +0.2%
871 CGNX COGNEX CORP COM Technology 79,449.0 $3.9M 0.01% +7K +9.0% $48.98 +31.2%
872 SOMNIGROUP INTERNATIONAL INC COM 52,491.0 $3.9M 0.01% -4K -7.5% $73.92
873 ULTA ULTA BEAUTY INC COM Consumer Cyclical 7,423.0 $3.9M 0.01% +1K +16.8% $522.67 -5.7%
874 AEIS ADVANCED ENERGY INDS COM Industrials 12,012.0 $3.9M 0.01% -521.0 -4.2% $322.71 +0.3%
875 GTY GETTY RLTY CORP NEW COM Real Estate 121,780.0 $3.9M 0.01% +113K +1334.2% $31.80 +5.1%
876 EVR EVERCORE INC CLASS A Financial Services 12,945.0 $3.9M 0.01% +2K +14.0% $298.41 +16.0%
877 TIMB TIM S A SPONSORED ADR Communication Services 145,541.0 $3.9M 0.01% NEW $26.49 -14.9%
878 DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 73,152.0 $3.8M 0.01% -4K -5.6% $52.54 +4.4%
879 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 161,334.0 $3.8M 0.01% +31K +24.0% $23.81 +42.7%
880 SSNC SS&C TECH HLDGS COM Technology 56,765.0 $3.8M 0.01% +19K +49.0% $67.57 -0.5%
Page 44 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%