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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 41 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 FDS FACTSET RESH SYS INC COM Financial Services 12,279.0 $3.6M 0.01% NEW $290.19 -20.1%
802 TIP ISHARES TIPS BOND ETF 32,419.0 $3.6M 0.01% NEW $109.91 +0.4%
803 NATWEST GROUP PLC SPONS ADR 203,484.0 $3.6M 0.01% NEW $17.50
804 VTR VENTAS INC COM Real Estate 45,942.0 $3.6M 0.01% NEW $77.38 +14.0%
805 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 93,467.0 $3.6M 0.01% NEW $38.03 +7.0%
806 MFC MANULIFE FINL CORP COM Financial Services 97,869.0 $3.6M 0.01% NEW $36.28 +6.2%
807 SANDISK CORP COM 14,918.0 $3.5M 0.01% NEW $237.38
808 JLL JONES LANG LASALLE INC COM Real Estate 10,516.0 $3.5M 0.01% NEW $336.47 -13.3%
809 GSK GSK PLC SPONSORED ADR Healthcare 72,039.0 $3.5M 0.01% NEW $49.04 +4.8%
810 VIS VANGUARD INDUSTRIALS ETF 11,833.0 $3.5M 0.01% NEW $298.38 +12.6%
811 ATO ATMOS ENERGY CORP COM Utilities 21,039.0 $3.5M 0.01% NEW $167.63 +6.1%
812 USFD US FOODS HLDG CORP COM Consumer Defensive 46,620.0 $3.5M 0.01% NEW $75.32 +6.8%
813 LYFT LYFT INC CL A COM Technology 180,543.0 $3.5M 0.01% NEW $19.37 -28.2%
814 AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 79,131.0 $3.5M 0.01% NEW $44.05 -1.5%
815 ICF ISHARES SELECT U.S. REIT ETF 58,317.0 $3.5M 0.01% NEW $59.67 +14.5%
816 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 60,181.0 $3.5M 0.01% NEW $57.49 +34.8%
817 BWA BORGWARNER INC COM Consumer Cyclical 76,428.0 $3.4M 0.01% NEW $45.06 +46.1%
818 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 188,863.0 $3.4M 0.01% NEW $18.22 -1.6%
819 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 99,756.0 $3.4M 0.01% NEW $34.46 -27.1%
820 HROW HARROW INC COM Healthcare 69,959.0 $3.4M 0.01% NEW $49.00 -32.7%
Page 41 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%