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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 7 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWD ISHARES RUSSELL 1000 VALUE ETF 435,644.0 $93.1M 0.16% +21K +5.2% $213.66 +8.9%
122 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 435,479.0 $89.7M 0.16% +25K +6.2% $206.08 -7.5%
123 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR Financial Services 2,531,940.0 $89.7M 0.16% -13K -0.5% $35.44 -2.7%
124 UNILEVER PLC SPON ADR NEW 1,536,274.0 $87.5M 0.15% +365K +31.2% $56.98
125 WFC WELLS FARGO & CO COM Financial Services 1,088,041.0 $86.6M 0.15% +159K +17.1% $79.61 -7.8%
126 T AT&T INC COM Communication Services 2,986,531.0 $86.6M 0.15% +406K +15.7% $28.99 -17.1%
127 MCD MCDONALDS CORP COM Consumer Cyclical 277,363.0 $86.2M 0.15% +71K +34.5% $310.78 -11.1%
128 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 358,564.0 $86.0M 0.15% +133K +59.0% $239.98 +22.6%
129 AMP AMERIPRISE FINL INC COM Financial Services 192,997.0 $85.8M 0.15% +3K +1.4% $444.38 +6.0%
130 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 365,997.0 $85.4M 0.15% +145K +65.8% $233.23 -4.0%
131 JPLD JPMORGAN LIMITED DURATION BOND ETF 1,626,980.0 $84.9M 0.15% +1.6M +5335.8% $52.19 -0.3%
132 UNP UNION PAC CORP COM Industrials 347,942.0 $84.4M 0.15% +140K +67.3% $242.60 +11.5%
133 IWM ISHARES RUSSELL 2000 ETF 334,444.0 $82.9M 0.14% +3K +0.8% $247.98 +11.3%
134 UBS UBS GROUP AG SHS Financial Services 2,096,407.0 $81.9M 0.14% $39.06 +16.6%
135 ASML ASML HLDG NV N Y REGISTRY SHS Technology 60,482.0 $79.9M 0.14% +39K +181.1% $1320.52 +11.5%
136 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 479,942.0 $77.6M 0.14% +102K +27.0% $161.72 +5.6%
137 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 402,442.0 $77.2M 0.14% $191.75 +10.0%
138 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 1,264,437.0 $76.9M 0.13% +107K +9.2% $60.81 -6.9%
139 VV VANGUARD LARGE-CAP ETF 253,496.0 $75.8M 0.13% +6K +2.6% $298.85 +13.6%
140 SECU ISHARES SECURITIZED INCOME ACTIVE ETF 1,520,764.0 $75.8M 0.13% NEW $49.81 -0.6%
Page 7 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%