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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 73 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 37,076.0 $1.3M 0.00% +1K +3.1% $35.70 -11.8%
1442 AN AUTONATION INC COM Consumer Cyclical 6,768.0 $1.3M 0.00% -2K -22.8% $195.26 -4.5%
1443 GWRE GUIDEWIRE SOFTWARE INC COM Technology 8,824.0 $1.3M 0.00% -4K -32.0% $149.56 -9.3%
1444 GTLB GITLAB INC CLASS A COM Technology 60,822.0 $1.3M 0.00% +28K +82.7% $21.63 +18.4%
1445 BGIG BAHL & GAYNOR INCOME GROWTH ETF 39,545.0 $1.3M 0.00% NEW $33.26 +5.8%
1446 BC BRUNSWICK CORP COM Consumer Cyclical 18,067.0 $1.3M 0.00% +2K +15.2% $72.74 +8.3%
1447 CHWY CHEWY INC CL A Consumer Cyclical 48,642.0 $1.3M 0.00% +1K +3.1% $27.00 -26.2%
1448 CGGE CAPITAL GROUP GLOBAL EQUITY ETF 43,009.0 $1.3M 0.00% +6K +16.2% $30.50 +11.1%
1449 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 17,987.0 $1.3M 0.00% +251.0 +1.4% $72.83 +6.0%
1450 CATY CATHAY GEN BANCORP COM Financial Services 26,226.0 $1.3M 0.00% +617.0 +2.4% $49.86 +14.8%
1451 R RYDER SYS INC COM Industrials 6,386.0 $1.3M 0.00% +955.0 +17.6% $204.72 +14.7%
1452 MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH Basic Materials 25,146.0 $1.3M 0.00% NEW $51.98 +23.3%
1453 UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER 33,630.0 $1.3M 0.00% $38.84 +6.5%
1454 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 79,443.0 $1.3M 0.00% +22K +38.3% $16.43 +19.5%
1455 RZV INVESCO S&P SMALLCAP 600 PURE VALUE ETF 10,489.0 $1.3M 0.00% $124.41 +7.5%
1456 JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 17,220.0 $1.3M 0.00% -484.0 -2.7% $75.74 +6.7%
1457 SIGI SELECTIVE INS GROUP INC COM Financial Services 17,278.0 $1.3M 0.00% -3K -16.4% $75.39 +18.3%
1458 IXC ISHARES GLOBAL ENERGY ETF 22,588.0 $1.3M 0.00% +2K +9.6% $57.61 -2.7%
1459 PSMT PRICESMART INC COM Consumer Defensive 8,621.0 $1.3M 0.00% -3K -27.2% $150.50 +10.3%
1460 THE BALDWIN INSURANCE GRP INC COM CL A 59,046.0 $1.3M 0.00% +16K +37.0% $21.94
Page 73 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%