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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 87 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 ETHE GRAYSCALE ETHEREUM STAKING ETF Financial Services 47,236.0 $806K 0.00% +6K +15.7% $17.07 +1.6%
1722 EL LAUDER ESTEE COS INC CL A Consumer Defensive 11,180.0 $802K 0.00% -3K -20.0% $71.76 +10.0%
1723 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 14,357.0 $799K 0.00% -6K -29.6% $55.65 +4.5%
1724 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 21,508.0 $796K 0.00% -8K -25.9% $37.01 +1.8%
1725 LYFT LYFT INC CL A COM Technology 59,790.0 $795K 0.00% -121K -66.9% $13.30 +1.4%
1726 NVR NVR INC COM Consumer Cyclical 121.0 $794K 0.00% -191.0 -61.2% $6563.74 -7.9%
1727 ADMA ADMA BIOLOGICS INC COM Healthcare 88,032.0 $793K 0.00% +24K +38.5% $9.01 -6.1%
1728 SATS ECHOSTAR CORP CL A Technology 6,760.0 $791K 0.00% -4K -37.2% $117.07 +21.1%
1729 CALL LITHIUM AMERS CORP NEW COM SHS 200,000.0 $790K 0.00% NEW $3.95
1730 SPXN PROSHARES S&P 500 EX-FINANCIALS ETF 11,140.0 $789K 0.00% +5K +87.7% $70.87 +16.1%
1731 MHO M/I HOMES INC COM Consumer Cyclical 6,443.0 $789K 0.00% NEW $122.45 +5.3%
1732 SCHH SCHWAB U.S. REIT ETF 36,686.0 $788K 0.00% -608.0 -1.6% $21.49 +10.1%
1733 REM ISHARES MORTGAGE REAL ESTATE ETF 36,655.0 $787K 0.00% +2K +7.0% $21.47 +1.6%
1734 AM ANTERO MIDSTREAM CORP COM Energy 34,493.0 $787K 0.00% +7K +23.8% $22.80 -4.4%
1735 ATKR ATKORE INC COM Industrials 13,304.0 $784K 0.00% +8K +133.9% $58.91 +29.3%
1736 EQBK EQUITY BANCSHARES INC COM CL A Financial Services 17,601.0 $782K 0.00% $44.41 +3.0%
1737 CACC CREDIT ACCEP CORP MICH COM Financial Services 1,843.0 $780K 0.00% +1K +159.9% $423.46 +29.2%
1738 VCR VANGUARD CONSUMER DISCRETIONARY ETF 2,171.0 $780K 0.00% -468.0 -17.7% $359.07 +9.4%
1739 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 17,527.0 $779K 0.00% +7K +61.5% $44.44
1740 NKSH NATIONAL BANKSHARES INC VA COM Financial Services 21,386.0 $779K 0.00% -4K -16.6% $36.41 -2.4%
Page 87 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%