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Portfolio (Quarterly) Guide ↗

CAPTRUST FINANCIAL ADVISORS

· CIK 0001512024
13F Portfolio $52.6B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2735 New
Page 122 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 OSIS OSI SYSTEMS INC COM Technology 920.0 $235K NEW $255.06 -18.5%
2422 WRBY WARBY PARKER INC CL A COM Healthcare 10,760.0 $234K NEW $21.79 +12.2%
2423 THR THERMON GROUP HLDGS INC COM Industrials 6,296.0 $234K NEW $37.16 +76.1%
2424 FRONTIER COMMUNICATIONS PARENT COM 6,145.0 $234K NEW $38.07
2425 FTDR FRONTDOOR INC COM Consumer Cyclical 4,050.0 $234K NEW $57.69 +6.6%
2426 GRC GORMAN RUPP CO COM Industrials 4,872.0 $233K NEW $47.75 +51.7%
2427 HRMY HARMONY BIOSCIENCES HLDGS INC COM Healthcare 6,216.0 $233K NEW $37.42 -18.5%
2428 GTY GETTY RLTY CORP NEW COM Real Estate 8,491.0 $232K NEW $27.37 +22.1%
2429 AX AXOS FINANCIAL INC COM Financial Services 2,693.0 $232K NEW $86.16 -0.3%
2430 POTLATCHDELTIC CORPORATION COM 5,817.0 $231K NEW $39.78
2431 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 2,242.0 $231K NEW $103.13 -1.1%
2432 GH GUARDANT HEALTH INC COM Healthcare 2,257.0 $231K NEW $102.15 +15.5%
2433 PLUS EPLUS INC COM Technology 2,621.0 $230K NEW $87.70 -5.4%
2434 IMO IMPERIAL OIL LTD COM NEW Energy 2,658.0 $229K NEW $86.30 +55.1%
2435 GUSE GOLDMAN SACHS ENHANCED U.S. EQUITY ETF 5,665.0 $229K NEW $40.46 +9.0%
2436 TNC TENNANT CO COM Industrials 3,108.0 $229K NEW $73.70 +12.5%
2437 DHT DHT HOLDINGS INC SHS NEW Energy 18,677.0 $228K NEW $12.21 +45.5%
2438 UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF 4,813.0 $228K NEW $47.35 -1.9%
2439 WABC WESTAMERICA BANCORPORATION COM Financial Services 4,762.0 $228K NEW $47.83 +15.9%
2440 PBFS PIONEER BANCORP INC MD COM Financial Services 16,868.0 $227K NEW $13.48 +11.1%
Page 122 of 137  ·  2,735 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 30.9%
Financial Services 19.6%
Healthcare 10.1%
Communication Services 8.7%
Industrials 8.2%
Consumer Cyclical 7.9%
Consumer Defensive 5.1%
Energy 3.4%
Utilities 2.1%
Real Estate 2.0%