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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 63 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ASM AVINO SILVER & GOLD MINES LTD COM Basic Materials 242,467.0 $1.5M 0.00% NEW $6.21 +11.1%
1242 LNTH LANTHEUS HLDGS INC COM Healthcare 22,603.0 $1.5M 0.00% NEW $66.55 +50.4%
1243 PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 31,965.0 $1.5M 0.00% NEW $47.02 +4.8%
1244 TH TARGET HOSPITALITY CORP COM Industrials 187,277.0 $1.5M 0.00% NEW $8.01 +129.1%
1245 COKE COCA COLA CONS INC COM Consumer Defensive 9,755.0 $1.5M 0.00% NEW $153.31 +15.1%
1246 GLPI GAMING & LEISURE P COM Real Estate 33,460.0 $1.5M 0.00% NEW $44.69 +7.2%
1247 JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 15,370.0 $1.5M 0.00% NEW $97.21 -0.7%
1248 IYH ISHARES U.S. HEALTHCARE ETF 22,924.0 $1.5M 0.00% NEW $65.10 -4.0%
1249 QTUM DEFIANCE QUANTUM ETF 13,593.0 $1.5M 0.00% NEW $109.66 +44.7%
1250 PODD INSULET CORP COM Healthcare 5,236.0 $1.5M 0.00% NEW $284.22 -45.9%
1251 DFLV DIMENSIONAL US LARGE CAP VALUE ETF 43,497.0 $1.5M 0.00% NEW $34.21 +14.2%
1252 CPNG COUPANG INC CL A Consumer Cyclical 63,024.0 $1.5M 0.00% NEW $23.59 -34.4%
1253 PIPER SANDLER COMPANIES COM 4,376.0 $1.5M 0.00% NEW $339.68
1254 WDIV STATE STREET SPDR S&P GLOBAL DIVIDEND ETF 19,698.0 $1.5M 0.00% NEW $75.45 +8.6%
1255 TSLL DIREXION DAILY TSLA BULL 2X SHARES 77,739.0 $1.5M 0.00% NEW $19.11 -17.4%
1256 WEX WEX INC COM Technology 9,970.0 $1.5M 0.00% NEW $148.98 +1.1%
1257 RITM RITHM CAPITAL CORP COM NEW Real Estate 135,827.0 $1.5M 0.00% NEW $10.90 -15.0%
1258 HAYW HAYWARD HLDGS INC COM Industrials 95,762.0 $1.5M 0.00% NEW $15.45 -9.5%
1259 FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 27,648.0 $1.5M 0.00% NEW $53.45 +5.0%
1260 HST HOST HOTELS & RESORTS INC COM Real Estate 83,174.0 $1.5M 0.00% NEW $17.73 +30.3%
Page 63 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%