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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 52 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CRWV COREWEAVE INC COM CL A Technology 37,505.0 $2.9M 0.01% +22K +145.0% $77.47 +38.9%
1022 AEE AMEREN CORP COM Utilities 26,380.0 $2.9M 0.01% +6K +28.4% $109.92 -0.1%
1023 TW TRADEWEB MKTS INC CL A Financial Services 24,636.0 $2.9M 0.01% +9K +54.6% $117.65 -9.3%
1024 VAW VANGUARD MATERIALS ETF 12,825.0 $2.9M 0.01% -2K -13.2% $225.34 +0.6%
1025 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 10,483.0 $2.9M 0.01% +2K +27.3% $275.15 -7.7%
1026 SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP Energy 44,360.0 $2.9M 0.01% +4K +10.1% $64.97 +10.8%
1027 MTZ MASTEC INC COM Industrials 8,951.0 $2.9M 0.01% -47.0 -0.5% $321.70 +20.8%
1028 TXXI BONDBLOXX IRM TAX-AWARE INTERMEDIATE DURATION ETF 57,360.0 $2.9M 0.01% $50.17 +0.1%
1029 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 19,127.0 $2.9M 0.01% +2K +12.1% $150.00 +0.8%
1030 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 145,062.0 $2.9M 0.01% +12K +8.6% $19.75 +15.6%
1031 FBND FIDELITY TOTAL BOND ETF 62,661.0 $2.9M 0.01% -6K -9.2% $45.62 -0.6%
1032 AA ALCOA CORP COM Basic Materials 43,051.0 $2.9M 0.01% +10K +32.2% $66.33 -0.1%
1033 LOB LIVE OAK BANCSHARES INC COM Financial Services 85,735.0 $2.8M 0.01% -7K -7.8% $33.07 +13.1%
1034 IRM PUT IRON MTN INC DEL COM Real Estate 27,700.0 $2.8M 0.01% NEW $102.12 +24.7%
1035 SE SEA LTD SPONSORD ADS Consumer Cyclical 34,018.0 $2.8M 0.01% +5K +17.5% $82.81 +5.4%
1036 IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 58,621.0 $2.8M 0.01% +53K +867.2% $48.02 +9.9%
1037 VGK VANGUARD FTSE EUROPE ETF 34,134.0 $2.8M 0.01% -4K -10.2% $82.43 +7.7%
1038 FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 49,591.0 $2.8M 0.01% -10K -17.3% $56.50 +5.5%
1039 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 49,487.0 $2.8M 0.01% +10K +26.8% $56.48 -4.2%
1040 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 30,145.0 $2.8M 0.01% +13K +75.5% $92.69 -3.0%
Page 52 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%