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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 85 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 FRME FIRST MERCHANTS CORP COM Financial Services 23,031.0 $892K 0.00% +722.0 +3.2% $38.73 +3.9%
1682 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 18,886.0 $891K 0.00% +1K +7.1% $47.16 +6.3%
1683 CUBE CUBESMART COM Real Estate 24,286.0 $890K 0.00% -2K -9.3% $36.64 +9.5%
1684 CBOE CBOE GLOBAL MKTS INC COM Financial Services 3,163.0 $889K 0.00% +459.0 +17.0% $281.11 +25.2%
1685 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 33,641.0 $889K 0.00% +10K +44.1% $26.43 +5.6%
1686 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 13,381.0 $885K 0.00% +161.0 +1.2% $66.11 +5.8%
1687 KIM KIMCO REALTY CORP COM Real Estate 39,199.0 $881K 0.00% +22K +121.9% $22.47 +7.0%
1688 TXG 10X GENOMICS INC CL A COM Healthcare 41,349.0 $878K 0.00% $21.22 +13.0%
1689 ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 30,537.0 $877K 0.00% NEW $28.72 +1.0%
1690 VPL VANGUARD FTSE PACIFIC ETF 8,937.0 $873K 0.00% +2K +38.0% $97.73 +15.1%
1691 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 40,141.0 $873K 0.00% -9K -17.7% $21.76 -21.3%
1692 IWC ISHARES MICRO-CAP ETF 5,436.0 $868K 0.00% -286.0 -5.0% $159.61 +16.1%
1693 NTST NETSTREIT CORP COM Real Estate 46,058.0 $867K 0.00% +2K +4.3% $18.83 +9.5%
1694 MPT MEDICAL PROPERTIES TRUST INC COM Financial Services 186,092.0 $862K 0.00% -11K -5.8% $4.63 +11.5%
1695 IDU ISHARES U.S. UTILITIES ETF 7,379.0 $857K 0.00% +1K +16.0% $116.12 -2.2%
1696 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 10,616.0 $850K 0.00% -3K -24.8% $80.05 -18.4%
1697 NUEM NUVEEN ESG EMERGING MARKETS EQUITY ETF 23,079.0 $848K 0.00% $36.74 +10.5%
1698 GDDY GODADDY INC CL A Technology 10,231.0 $846K 0.00% -2K -18.2% $82.67 +10.8%
1699 KGS KODIAK GAS SVCS INC COM Energy 14,337.0 $836K 0.00% -3K -16.9% $58.32 +24.1%
1700 PII POLARIS INC COM Consumer Cyclical 15,319.0 $835K 0.00% $54.49 +15.7%
Page 85 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%