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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 80 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 IPGP IPG PHOTONICS CORP COM Technology 9,350.0 $1.1M 0.00% -310.0 -3.2% $114.58 +5.2%
1582 SNEX STONEX GROUP INC COM Financial Services 13,273.0 $1.1M 0.00% +5K +62.3% $80.65 +40.0%
1583 BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 46,435.0 $1.1M 0.00% +13K +38.6% $23.02 -0.3%
1584 BAP CREDICORP LTD COM Financial Services 3,124.0 $1.1M 0.00% -4K -56.9% $339.18 +1.4%
1585 NEA NUVEEN AMT FREE QLTY MUN INCME COM Financial Services 94,267.0 $1.1M 0.00% +6K +6.9% $11.23 +0.6%
1586 MMIT NYLI MACKAY MUNI INTERMEDIATE ETF 43,894.0 $1.1M 0.00% -10K -18.6% $24.11 +0.1%
1587 AUB ATLANTIC UN BANKSHARES CORP COM Financial Services 29,537.0 $1.1M 0.00% -26K -47.1% $35.74 +5.4%
1588 BBSI BARRETT BUSINESS SVCS INC COM Industrials 36,136.0 $1.1M 0.00% -572.0 -1.6% $29.18 +6.3%
1589 APLD APPLIED DIGITAL CORP COM NEW Technology 44,414.0 $1.1M 0.00% +5K +13.2% $23.74 +102.3%
1590 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 3,625.0 $1.1M 0.00% -23.0 -0.6% $290.70 -12.6%
1591 UCTT ULTRA CLEAN HLDGS INC COM Technology 16,925.0 $1.1M 0.00% NEW $62.18 +29.0%
1592 CCAP CRESCENT CAP BDC INC COM Financial Services 86,322.0 $1.0M 0.00% -5K -5.2% $12.15 -5.8%
1593 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 22,561.0 $1.0M 0.00% +15K +216.4% $46.42 +3.1%
1594 CNH INDL N V SHS 95,123.0 $1.0M 0.00% +11K +12.8% $11.00
1595 ISPY PROSHARES S&P 500 HIGH INCOME ETF 23,951.0 $1.0M 0.00% $43.35 +11.6%
1596 IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 26,307.0 $1.0M 0.00% NEW $39.32 +12.4%
1597 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 17,960.0 $1.0M 0.00% +6K +44.4% $57.57 +22.0%
1598 HEI HEICO CORP NEW COM Industrials 3,766.0 $1.0M 0.00% -1K -27.7% $274.22 +9.8%
1599 EUFN ISHARES MSCI EUROPE FINANCIALS ETF 29,614.0 $1.0M 0.00% +659.0 +2.3% $34.85 +10.5%
1600 DSGX DESCARTES SYS GROUP INC COM Technology 14,420.0 $1.0M 0.00% +8K +133.6% $71.56 -1.1%
Page 80 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%