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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 60 of 81  ·  1,614 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF 16,013.0 $652K 0.00% +5K +44.7% $40.69 -2.2%
1182 RALLIANT CORP COM 15,646.0 $651K 0.00% +11K +211.9% $41.59
1183 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 14,573.0 $648K 0.00% +1K +10.8% $44.47 +82.9%
1184 CFFN CAPITOL FED FINL INC COM Financial Services 90,432.0 $645K 0.00% +7K +7.8% $7.13 +9.3%
1185 FROG JFROG LTD ORD SHS Technology 13,727.0 $644K 0.00% +8K +128.0% $46.93 +52.2%
1186 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 5,043.0 $644K 0.00% +177.0 +3.6% $127.71 +7.5%
1187 WSBC WESBANCO INC COM Financial Services 18,647.0 $643K 0.00% +317.0 +1.7% $34.49 -0.9%
1188 SKY CHAMPION HOMES INC COM Consumer Cyclical 8,639.0 $642K 0.00% +787.0 +10.0% $74.37 -6.2%
1189 RNG RINGCENTRAL INC CL A Technology 17,046.0 $634K 0.00% +9K +119.8% $37.19 +17.0%
1190 SAIL SAILPOINT INC COM Technology 47,665.0 $631K 0.00% +20K +70.6% $13.24 +13.1%
1191 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 1,296.0 $628K 0.00% +199.0 +18.1% $484.26 +1.5%
1192 MIDE XTRACKERS S&P MIDCAP 400 SCORED & SCREENED ETF 18,675.0 $627K 0.00% +104.0 +0.6% $33.57 +7.6%
1193 BKLN INVESCO SENIOR LOAN ETF 30,507.0 $623K 0.00% +198.0 +0.7% $20.41 +0.4%
1194 GENI GENIUS SPORTS LIMITED SHARES CL A Communication Services 140,397.0 $622K 0.00% +85K +153.9% $4.43 +10.4%
1195 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 68,126.0 $622K 0.00% +11K +20.2% $9.13 +11.7%
1196 CORE LABORATORIES INC COM 36,753.0 $617K 0.00% +5K +15.7% $16.79
1197 HCSG HEALTHCARE SVCS GROUP INC COM Healthcare 33,169.0 $615K 0.00% +22K +184.3% $18.55 +8.9%
1198 OLN OLIN CORP COM PAR $1 Basic Materials 20,608.0 $613K 0.00% +2K +10.1% $29.73 -12.5%
1199 STLA STELLANTIS N.V SHS Consumer Cyclical 86,432.0 $612K 0.00% +55K +172.7% $7.08 +6.3%
1200 ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 5,438.0 $612K 0.00% +630.0 +13.1% $112.46 +18.7%
Page 60 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%