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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 96 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 ESLT ELBIT SYS LTD ORD Industrials 721.0 $612K 0.00% -20.0 -2.7% $849.15 -10.1%
1902 STLA STELLANTIS N.V SHS Consumer Cyclical 86,432.0 $612K 0.00% +55K +172.7% $7.08 +6.3%
1903 ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 5,438.0 $612K 0.00% +630.0 +13.1% $112.46 +18.7%
1904 IYK ISHARES U.S. CONSUMER STAPLES ETF 8,727.0 $611K 0.00% -4K -33.1% $70.03 +3.5%
1905 SPSC SPS COMM INC COM Technology 10,970.0 $611K 0.00% +119.0 +1.1% $55.67 -3.5%
1906 PATHWARD FINANCIAL INC COM 6,827.0 $609K 0.00% NEW $89.23
1907 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 17,570.0 $608K 0.00% +562.0 +3.3% $34.60 +11.5%
1908 WTFC WINTRUST FINL CORP COM Financial Services 4,362.0 $606K 0.00% +83.0 +1.9% $138.94 +7.8%
1909 PGF INVESCO FINANCIAL PREFERRED ETF 43,999.0 $605K 0.00% -11K -19.9% $13.76 +0.1%
1910 IMO IMPERIAL OIL LTD COM NEW Energy 4,627.0 $605K 0.00% +2K +74.1% $130.83 +2.3%
1911 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 12,031.0 $605K 0.00% +4K +59.6% $50.30 -30.7%
1912 TSLX SIXTH STREET SPECIALTY LENDING COM Financial Services 32,848.0 $604K 0.00% -6K -15.7% $18.38 -5.1%
1913 SITM SITIME CORP COM Technology 1,747.0 $603K 0.00% +819.0 +88.2% $345.27 +101.9%
1914 TMP TOMPKINS FINL CORP COM Financial Services 7,609.0 $600K 0.00% -1K -13.5% $78.84 +8.4%
1915 CCC CCC INTELLIGENT SOLUTIONS HLD COM Technology 99,586.0 $597K 0.00% +66K +200.1% $6.00 -24.3%
1916 MOD MODINE MFG CO COM Consumer Cyclical 2,745.0 $595K 0.00% +303.0 +12.4% $216.72 +15.4%
1917 PBF PBF ENERGY INC CL A Energy 12,466.0 $594K 0.00% +718.0 +6.1% $47.64 -18.0%
1918 CHI CALAMOS CONV OPPORTUNITIES & I SH BEN INT Financial Services 55,298.0 $594K 0.00% +14K +35.1% $10.74 +14.2%
1919 DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 3,744.0 $594K 0.00% +270.0 +7.8% $158.57 +6.7%
1920 IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF 23,172.0 $592K 0.00% +2K +11.0% $25.53 -0.2%
Page 96 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%