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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 22 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SHEL SHELL PLC SPON ADS Energy 180,630.0 $13.3M 0.03% NEW $73.48 +18.0%
422 FIX COMFORT SYS USA INC COM Industrials 14,076.0 $13.1M 0.03% NEW $933.26 +96.5%
423 LANDBRIDGE COMPANY LLC CL A 267,982.0 $13.1M 0.03% NEW $48.99
424 LPLA LPL FINL HLDGS INC COM Financial Services 36,690.0 $13.1M 0.03% NEW $357.17 -19.4%
425 AZN ASTRAZENECA PLC ORD Healthcare 142,248.0 $13.1M 0.03% NEW $91.98 +106.3%
426 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 634,034.0 $13.1M 0.03% NEW $20.60 -1.2%
427 ITW ILLINOIS TOOL WKS INC COM Industrials 52,126.0 $12.8M 0.02% NEW $246.30 +1.5%
428 VOT VANGUARD MID-CAP GROWTH ETF 45,966.0 $12.8M 0.02% NEW $279.14 +3.5%
429 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 45,016.0 $12.8M 0.02% NEW $283.31 -23.0%
430 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 147,409.0 $12.7M 0.02% NEW $86.25 +6.8%
431 BDX BECTON DICKINSON & CO COM Healthcare 65,405.0 $12.7M 0.02% NEW $194.07 -24.6%
432 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 762,872.0 $12.6M 0.02% NEW $16.49 +21.3%
433 DVY ISHARES SELECT DIVIDEND ETF 89,002.0 $12.6M 0.02% NEW $141.14 +9.2%
434 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 343,166.0 $12.6M 0.02% NEW $36.58 +15.0%
435 PNW PINNACLE WEST CAP CORP COM Utilities 140,933.0 $12.5M 0.02% NEW $88.70 +14.9%
436 TRV TRAVELERS COMPANIES INC COM Financial Services 42,698.0 $12.4M 0.02% NEW $290.06 +5.8%
437 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 241,761.0 $12.4M 0.02% NEW $51.10 -0.8%
438 GDXJ VANECK JUNIOR GOLD MINERS ETF 108,073.0 $12.3M 0.02% NEW $113.78 -1.4%
439 DUNK DANA UNCONSTRAINED EQUITY ETF 498,362.0 $12.3M 0.02% NEW $24.61 -3.2%
440 SYY SYSCO CORP COM Consumer Defensive 166,424.0 $12.3M 0.02% NEW $73.69 +2.4%
Page 22 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%