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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 68 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 DFLV DIMENSIONAL US LARGE CAP VALUE ETF 43,354.0 $1.5M 0.00% $35.71 +8.5%
1342 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 24,739.0 $1.5M 0.00% +19K +310.6% $62.42 +1.8%
1343 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 6,155.0 $1.5M 0.00% -1K -14.4% $250.66 +26.2%
1344 PTC PTC INC COM Technology 10,795.0 $1.5M 0.00% +419.0 +4.0% $142.50 +4.0%
1345 NCNO NCINO INC COM Technology 102,529.0 $1.5M 0.00% +10K +10.9% $14.98 +7.3%
1346 AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 13,245.0 $1.5M 0.00% $115.71 +8.2%
1347 LEIDOS HOLDINGS INC COM 9,851.0 $1.5M 0.00% -1K -11.2% $155.52
1348 PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 33,169.0 $1.5M 0.00% +1K +3.8% $46.13 +6.6%
1349 HL HECLA MINING COMPANY COM Basic Materials 82,080.0 $1.5M 0.00% +31K +62.2% $18.63 -8.9%
1350 BUFR FT VEST LADDERED BUFFER ETF 45,160.0 $1.5M 0.00% +436.0 +1.0% $33.77 +7.4%
1351 VDC VANGUARD CONSUMER STAPLES ETF 6,780.0 $1.5M 0.00% +319.0 +4.9% $224.58 +2.3%
1352 FR FIRST INDL RLTY TR INC COM Real Estate 26,286.0 $1.5M 0.00% +6K +30.1% $57.85 +9.4%
1353 WDIV STATE STREET SPDR S&P GLOBAL DIVIDEND ETF 19,685.0 $1.5M 0.00% $77.15 +5.6%
1354 AOS SMITH A O CORP COM Industrials 22,991.0 $1.5M 0.00% -6K -20.7% $65.92 -13.1%
1355 ASH ASHLAND INC COM Basic Materials 27,252.0 $1.5M 0.00% -139.0 -0.5% $55.60 +2.9%
1356 CNA CNA FINL CORP COM Financial Services 32,989.0 $1.5M 0.00% +5K +16.2% $45.92 -4.1%
1357 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 9,170.0 $1.5M 0.00% +189.0 +2.1% $164.72 -4.4%
1358 NVG NUVEEN AMT FREE MUN CR INC FD COM Financial Services 122,322.0 $1.5M 0.00% +7K +5.9% $12.33 -0.2%
1359 HEQT SIMPLIFY HEDGED EQUITY ETF 47,977.0 $1.5M 0.00% -745.0 -1.5% $31.31 +6.3%
1360 CF CF INDUSTRIES HOLD COM Basic Materials 11,567.0 $1.5M 0.00% -98.0 -0.8% $129.84 -6.3%
Page 68 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%