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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 62 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 THC TENET HEALTHCARE CORP COM NEW Healthcare 10,733.0 $2.0M 0.00% -1K -11.7% $188.70 -6.5%
1222 SMURFIT WESTROCK PLC SHS 50,755.0 $2.0M 0.00% +16K +46.8% $39.85
1223 MIDD MIDDLEBY CORP COM Industrials 15,193.0 $2.0M 0.00% +1K +9.7% $132.58 +13.7%
1224 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 42,919.0 $2.0M 0.00% +7K +20.4% $46.91 +11.9%
1225 VOYA VOYA FINANCIAL INC COM Financial Services 29,314.0 $2.0M 0.00% +21K +233.8% $68.32 +20.6%
1226 HROW HARROW INC COM Healthcare 56,788.0 $2.0M 0.00% -13K -18.8% $35.26 -3.1%
1227 ISHARES IBONDS DEC 2029 TERM TREASURY ETF 91,293.0 $2.0M 0.00% -4K -4.2% $21.84
1228 LIFEX 2035 INCOME BUCKET ETF 24,281.0 $2.0M 0.00% +18K +261.2% $81.66
1229 FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 16,237.0 $2.0M 0.00% $121.93 +10.5%
1230 SMMD ISHARES RUSSELL 2500 ETF 25,930.0 $2.0M 0.00% +3K +13.0% $76.35 +15.9%
1231 VTWO VANGUARD RUSSELL 2000 ETF 19,748.0 $2.0M 0.00% -4K -16.0% $100.07 +17.3%
1232 SOLV SOLVENTUM CORP COM SHS Healthcare 30,167.0 $2.0M 0.00% -3K -9.6% $65.30 +16.8%
1233 PODD INSULET CORP COM Healthcare 9,346.0 $2.0M 0.00% +4K +78.5% $209.82 -26.7%
1234 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 23,174.0 $2.0M 0.00% -1K -5.8% $84.60 +3.6%
1235 ENS ENERSYS COM Industrials 11,272.0 $2.0M 0.00% +3K +35.9% $173.72 +40.1%
1236 AXSM AXSOME THERAPEUTICS INC. COM Healthcare 11,566.0 $2.0M 0.00% +322.0 +2.9% $169.01 +38.6%
1237 FDS FACTSET RESH SYS INC COM Financial Services 8,952.0 $1.9M 0.00% -3K -27.1% $216.99 +6.4%
1238 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 40,587.0 $1.9M 0.00% +17K +70.2% $47.83 -0.1%
1239 ECG EVERUS CONSTR GROUP COM Industrials 16,387.0 $1.9M 0.00% -269.0 -1.6% $118.06 +28.2%
1240 IYG ISHARES US FINANCIAL SERVICES ETF 23,341.0 $1.9M 0.00% -146K -86.2% $82.84 +5.7%
Page 62 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%