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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 90 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 REZI RESIDEO TECHNOLOGIES INC COM Industrials 21,961.0 $740K 0.00% +14K +169.7% $33.71 -14.2%
1782 IRTC IRHYTHM HOLDINGS INC COM Healthcare 6,270.0 $740K 0.00% +467.0 +8.1% $118.02 -0.1%
1783 WINN HARBOR LONG-TERM GROWERS ETF 26,560.0 $736K 0.00% NEW $27.73 +17.8%
1784 CALX CALIX INC COM Technology 14,824.0 $726K 0.00% NEW $48.99 -21.6%
1785 NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 10,000.0 $726K 0.00% NEW $72.57 +53.2%
1786 HOMETRUST BANCSHARES INC COM 16,977.0 $724K 0.00% -641.0 -3.6% $42.65
1787 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 11,972.0 $724K 0.00% -5K -30.8% $60.44 +16.8%
1788 VRNS VARONIS SYS INC COM Technology 33,641.0 $722K 0.00% +10K +39.5% $21.47 +44.9%
1789 BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 34,148.0 $722K 0.00% +308.0 +0.9% $21.15 -0.9%
1790 HCI HCI GROUP INC COM Financial Services 4,659.0 $720K 0.00% -52.0 -1.1% $154.61 +2.5%
1791 PUT BERKSHIRE HATHAWAY INC DEL CL B NEW 1,500.0 $719K 0.00% NEW $479.16
1792 FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 15,712.0 $716K 0.00% $45.55 +0.8%
1793 KLIC KULICKE & SOFFA INDS INC COM Technology 10,852.0 $713K 0.00% +6K +106.3% $65.71 +53.8%
1794 FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 11,923.0 $713K 0.00% +5K +85.1% $59.78 +0.2%
1795 SPYI NEOS S&P 500 HIGH INCOME ETF 14,433.0 $713K 0.00% +3K +27.6% $49.37 +7.9%
1796 HLI HOULIHAN LOKEY INC CL A Financial Services 4,960.0 $712K 0.00% -283.0 -5.4% $143.62 +5.5%
1797 NOK NOKIA CORP SPONSORED ADR Technology 88,328.0 $710K 0.00% +7K +8.4% $8.04 +76.4%
1798 DY DYCOM INDS INC COM Industrials 2,093.0 $709K 0.00% -96.0 -4.4% $338.82 +22.3%
1799 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 11,295.0 $708K 0.00% -6K -36.0% $62.70 +20.5%
1800 EQNR EQUINOR ASA SPONSORED ADR Energy 16,772.0 $708K 0.00% +2K +11.4% $42.20 -8.4%
Page 90 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%