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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 56 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 XPO XPO INC COM Industrials 12,858.0 $2.5M 0.00% +3K +25.7% $194.55 +4.3%
1102 VFC V F CORP COM Consumer Cyclical 147,079.0 $2.5M 0.00% +56K +61.9% $16.98 -1.7%
1103 SCHK SCHWAB 1000 INDEX ETF 79,672.0 $2.5M 0.00% +919.0 +1.2% $31.33 +14.4%
1104 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 50,091.0 $2.5M 0.00% -65K -56.7% $49.81 -0.3%
1105 UI UBIQUITI INC COM Technology 3,148.0 $2.5M 0.00% +2K +215.4% $790.11 -22.7%
1106 OSEA HARBOR INTERNATIONAL COMPOUNDERS ETF 85,863.0 $2.5M 0.00% -11K -11.7% $28.95 +4.8%
1107 DASH DOORDASH INC CL A Communication Services 16,528.0 $2.5M 0.00% -954.0 -5.5% $150.15 +6.7%
1108 LUV SOUTHWEST AIRLS CO COM Industrials 65,457.0 $2.5M 0.00% -11K -13.9% $37.57 +8.8%
1109 IXN ISHARES GLOBAL TECH ETF 24,595.0 $2.5M 0.00% +5K +26.8% $99.97 +35.4%
1110 AES AES CORP COM Utilities 174,411.0 $2.5M 0.00% +12K +7.1% $14.09 +4.2%
1111 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 123,692.0 $2.5M 0.00% -13K -9.8% $19.86 -1.3%
1112 KB KB FINL GROUP INC SPONSORED ADR Financial Services 24,592.0 $2.5M 0.00% +15K +156.8% $99.73 +5.2%
1113 EXLS EXLSERVICE HLDGS INC COM Technology 80,323.0 $2.4M 0.00% +39K +94.8% $30.45 -3.1%
1114 TEMA ELECTRIFICATION ETF 71,376.0 $2.4M 0.00% +54K +322.1% $34.24
1115 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 112,962.0 $2.4M 0.00% +13K +13.2% $21.61 +16.2%
1116 SU SUNCOR ENERGY INC NEW COM Energy 36,927.0 $2.4M 0.00% +2K +5.1% $66.11 +1.9%
1117 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 37,498.0 $2.4M 0.00% NEW $65.09 +19.7%
1118 GPN GLOBAL PMTS INC COM Industrials 36,052.0 $2.4M 0.00% +10K +36.9% $67.30 +8.9%
1119 RBLX ROBLOX CORP CL A Technology 42,885.0 $2.4M 0.00% -15K -26.3% $56.51 -14.7%
1120 NEBIUS GROUP N.V. SHS CLASS A 23,354.0 $2.4M 0.00% +16K +225.8% $103.76
Page 56 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%