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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 46 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 56,462.0 $3.7M 0.01% -2K -3.3% $65.12 +5.4%
902 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 159,275.0 $3.7M 0.01% +29K +22.1% $23.08 +17.2%
903 ICLR ICON PLC SHS Healthcare 33,021.0 $3.7M 0.01% +5K +19.9% $110.66 +5.3%
904 GTX GARRETT MOTION INC COM Consumer Cyclical 201,083.0 $3.7M 0.01% NEW $18.17 +82.8%
905 PAAS PAN AMERN SILVER CORP COM Basic Materials 66,785.0 $3.6M 0.01% +15K +30.1% $54.63 +0.3%
906 WY WEYERHAEUSER CO COM NEW Real Estate 149,246.0 $3.6M 0.01% +7K +5.0% $24.43 -4.9%
907 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 51,091.0 $3.6M 0.01% +11K +27.7% $71.18 -9.6%
908 RPM RPM INTL INC COM Basic Materials 36,532.0 $3.6M 0.01% +15K +67.2% $99.40 -0.9%
909 GLPI GAMING & LEISURE P COM Real Estate 81,628.0 $3.6M 0.01% +48K +144.0% $44.37 +7.1%
910 PGNY PROGYNY INC COM Healthcare 213,102.0 $3.6M 0.01% +6K +2.7% $16.98 +51.0%
911 KDP KEURIG DR PEPPER INC COM Consumer Defensive 136,868.0 $3.6M 0.01% -8K -5.7% $26.33 +9.3%
912 CDW CDW CORP COM Technology 29,713.0 $3.6M 0.01% +11K +61.0% $121.01 -11.7%
913 ICF ISHARES SELECT U.S. REIT ETF 58,066.0 $3.6M 0.01% $61.89 +10.2%
914 LNC LINCOLN NATL CORP IND COM Financial Services 101,155.0 $3.6M 0.01% +39K +61.7% $35.50 +1.4%
915 BIIB BIOGEN INC COM Healthcare 19,577.0 $3.6M 0.01% +2K +12.7% $183.35 +3.3%
916 EVEREST GROUP LTD COM 10,979.0 $3.6M 0.01% -2K -13.4% $326.85
917 TSN TYSON FOODS INC CL A Consumer Defensive 55,922.0 $3.6M 0.01% +15K +38.3% $64.07 +3.8%
918 HII HUNTINGTON INGALLS INDS INC COM Industrials 9,431.0 $3.6M 0.01% +790.0 +9.1% $379.88 -16.4%
919 DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 72,077.0 $3.6M 0.01% +1K +1.6% $49.68 +8.1%
920 XPEL XPEL INC COM Consumer Cyclical 80,456.0 $3.6M 0.01% NEW $44.25 +2.2%
Page 46 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%