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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 57 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 USPH U S PHYSICAL THERAPY COM Healthcare 24,288.0 $1.9M 0.00% NEW $78.09 -20.5%
1122 OLLI OLLIES BARGAIN OUTLET HLDGS IN COM Consumer Defensive 17,278.0 $1.9M 0.00% NEW $109.61 -26.4%
1123 SCMB SCHWAB MUNICIPAL BOND ETF 73,406.0 $1.9M 0.00% NEW $25.76 -0.7%
1124 VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 75,324.0 $1.9M 0.00% NEW $25.10 -0.2%
1125 STIP ISHARES 0-5 YEAR TIPS BOND ETF 18,464.0 $1.9M 0.00% NEW $102.39 +1.0%
1126 KD KYNDRYL HLDGS INC COMMON STOCK Technology 70,689.0 $1.9M 0.00% NEW $26.56 -54.7%
1127 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 29,169.0 $1.9M 0.00% NEW $64.31 +28.9%
1128 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 11,930.0 $1.9M 0.00% NEW $156.81 +38.1%
1129 CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF 73,889.0 $1.9M 0.00% NEW $25.30 +0.3%
1130 MYRG MYR GROUP INC DEL COM Industrials 8,556.0 $1.9M 0.00% NEW $218.50 +112.5%
1131 BPOP POPULAR INC COM NEW Financial Services 15,005.0 $1.9M 0.00% NEW $124.52 +22.2%
1132 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 18,423.0 $1.9M 0.00% NEW $101.40 -35.8%
1133 RYANAIR HOLDINGS PLC SPONSORED ADR 25,787.0 $1.9M 0.00% NEW $72.19
1134 HUBS HUBSPOT INC COM Technology 4,635.0 $1.9M 0.00% NEW $401.28 -50.7%
1135 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 23,570.0 $1.9M 0.00% NEW $78.67 +19.2%
1136 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 118,774.0 $1.9M 0.00% NEW $15.59 +1.8%
1137 CSQ CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT Financial Services 96,071.0 $1.8M 0.00% NEW $19.20 +6.4%
1138 RLY STATE STREET MULTI-ASSET REAL RETURN ETF 58,259.0 $1.8M 0.00% NEW $31.45 +16.9%
1139 SMH VANECK SEMICONDUCTOR ETF 5,085.0 $1.8M 0.00% NEW $360.10 +67.2%
1140 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 45,995.0 $1.8M 0.00% NEW $39.50 +16.5%
Page 57 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%