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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 21 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 232,082.0 $8.3M 0.01% +10K +4.6% $35.90 +4.6%
402 NNN NNN REIT INC COM Real Estate 197,799.0 $8.3M 0.01% +68K +52.2% $42.03 +7.0%
403 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 82,513.0 $8.3M 0.01% +26K +45.6% $100.57 +0.1%
404 SNPS SYNOPSYS INC COM Technology 20,896.0 $8.3M 0.01% +10K +89.6% $396.47 +25.8%
405 ABNB AIRBNB INC COM CL A Consumer Cyclical 65,081.0 $8.2M 0.01% +19K +40.0% $126.26 +6.3%
406 VIOO VANGUARD S&P SMALL-CAP 600 ETF 122,335.0 $8.2M 0.01% +660.0 +0.5% $67.13 +87.6%
407 PR PERMIAN RESOURCES CORP CLASS A COM Energy 383,511.0 $8.2M 0.01% +299K +353.1% $21.32 -2.0%
408 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 417,495.0 $8.2M 0.01% +20K +4.9% $19.53 -0.1%
409 WAB WABTEC COM Industrials 32,604.0 $8.1M 0.01% +3K +10.8% $249.90 +3.7%
410 O REALTY INCOME CORP COM Real Estate 131,420.0 $8.0M 0.01% +12K +9.7% $61.18 +1.7%
411 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 28,289.0 $8.0M 0.01% +8K +36.8% $282.35 +19.5%
412 TEM TEMPUS AI INC CL A Healthcare 175,065.0 $7.9M 0.01% +6K +3.6% $45.21 +1.5%
413 BWXT BWX TECHNOLOGIES INC COM Industrials 38,383.0 $7.8M 0.01% +901.0 +2.4% $204.48 -1.0%
414 HALO HALOZYME THERAPEUTICS INC COM Healthcare 121,088.0 $7.8M 0.01% +65K +114.0% $64.63 +6.0%
415 TEL TE CONNECTIVITY PLC ORD SHS Technology 37,047.0 $7.7M 0.01% +15K +69.6% $209.02 -3.7%
416 FRANKLIN MUNICIPAL HIGH YIELD ETF 662,919.0 $7.6M 0.01% +76K +13.0% $11.53
417 DAL DELTA AIR LINES INC COM NEW Industrials 114,673.0 $7.6M 0.01% +13K +13.0% $66.47 +13.8%
418 ESGU ISHARES ESG AWARE MSCI USA ETF 53,838.0 $7.6M 0.01% +3K +5.4% $141.42 +14.5%
419 VMI VALMONT INDS INC COM Industrials 19,050.0 $7.6M 0.01% +7K +64.8% $399.56 +26.0%
420 PJT PJT PARTNERS INC COM CL A Financial Services 54,167.0 $7.6M 0.01% +52K +2455.1% $139.72 +11.1%
Page 21 of 81  ·  1,614 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%