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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 8 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WPC WP CAREY INC COM Real Estate 1,095,162.0 $74.4M 0.13% +65K +6.3% $67.96 +7.3%
142 COKE COCA COLA CONS INC COM Consumer Defensive 370,074.0 $71.0M 0.12% +360K +3693.7% $191.72 -10.2%
143 VWO VANGUARD EMERGING MARKET STOCK ETF 1,304,499.0 $70.5M 0.12% +26K +2.0% $54.05 +8.2%
144 JCPB JPMORGAN CORE PLUS BOND ETF 1,490,284.0 $70.2M 0.12% +153K +11.5% $47.08 -1.4%
145 AME AMETEK INC COM Industrials 324,420.0 $69.5M 0.12% +56K +20.8% $214.35 +5.3%
146 CI THE CIGNA GROUP COM Healthcare 259,885.0 $69.3M 0.12% +187K +257.6% $266.73 +7.5%
147 DVN DEVON ENERGY CORP NEW COM Energy 1,376,968.0 $69.3M 0.12% -34K -2.4% $50.32 -1.7%
148 CGUS CAPITAL GROUP CORE EQUITY ETF 1,790,838.0 $68.8M 0.12% +22K +1.2% $38.42 +13.0%
149 SHW SHERWIN WILLIAMS CO COM Basic Materials 213,445.0 $68.4M 0.12% -16K -7.0% $320.54 -6.4%
150 VXF VANGUARD EXTENDED MARKET ETF 329,623.0 $67.8M 0.12% +13K +4.0% $205.80 +8.8%
151 TJX TJX COS INC NEW COM Consumer Cyclical 421,418.0 $67.3M 0.12% -26K -5.8% $159.60 -7.6%
152 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 761,831.0 $66.9M 0.12% $87.82 +9.0%
153 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 715,391.0 $66.3M 0.12% -21K -2.8% $92.73 +3.5%
154 PNC PNC FINL SVCS GROUP INC COM Financial Services 322,394.0 $66.2M 0.12% +209K +184.8% $205.31 +3.7%
155 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,317,698.0 $66.1M 0.12% +688K +109.4% $50.20 -7.6%
156 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 716,022.0 $66.1M 0.12% +112K +18.6% $92.31 -4.1%
157 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 143,337.0 $66.1M 0.12% +109K +314.8% $460.98 -8.6%
158 CPRT COPART INC COM Industrials 1,975,167.0 $65.6M 0.11% -345K -14.9% $33.20 -2.7%
159 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 921,951.0 $65.4M 0.11% -10K -1.1% $70.90 +13.1%
160 RTX RTX CORPORATION COM Industrials 336,103.0 $64.8M 0.11% +33K +10.7% $192.89 -11.3%
Page 8 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%