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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 66 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 28,504.0 $1.4M 0.00% NEW $48.58 +74.2%
1302 ASUR ASURE SOFTWARE INC COM Technology 146,962.0 $1.4M 0.00% NEW $9.42 -6.7%
1303 MILLROSE PPTYS INC COM CL A 46,176.0 $1.4M 0.00% NEW $29.87
1304 SON SONOCO PRODS CO COM Consumer Cyclical 31,446.0 $1.4M 0.00% NEW $43.64 +13.9%
1305 RACE FERRARI N V COM Consumer Cyclical 3,710.0 $1.4M 0.00% NEW $369.64 -10.7%
1306 JBT MAREL CORPORATION COM 9,100.0 $1.4M 0.00% NEW $150.66
1307 ARW ARROW ELECTRS INC COM Technology 12,432.0 $1.4M 0.00% NEW $110.18 +102.4%
1308 VDC VANGUARD CONSUMER STAPLES ETF 6,461.0 $1.4M 0.00% NEW $211.24 +7.2%
1309 TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR Communication Services 64,817.0 $1.4M 0.00% NEW $21.05 -21.1%
1310 AIZ ASSURANT INC COM Financial Services 5,664.0 $1.4M 0.00% NEW $240.85 +6.3%
1311 BGC BGC GROUP INC CL A Financial Services 152,441.0 $1.4M 0.00% NEW $8.93 +20.7%
1312 PEGA PEGASYSTEMS INC COM Technology 22,698.0 $1.4M 0.00% NEW $59.72 -42.5%
1313 CNA CNA FINL CORP COM Financial Services 28,382.0 $1.4M 0.00% NEW $47.74 -8.4%
1314 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 14,410.0 $1.4M 0.00% NEW $93.97 +17.5%
1315 MSTR STRATEGY INC CL A NEW Technology 8,905.0 $1.4M 0.00% NEW $151.95 +5.3%
1316 INVH INVITATION HOMES INC COM Real Estate 48,516.0 $1.3M 0.00% NEW $27.79 +5.8%
1317 NWE NORTHWESTERN ENERGY GROUP INC COM NEW Utilities 20,879.0 $1.3M 0.00% NEW $64.54 +12.2%
1318 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 23,174.0 $1.3M 0.00% NEW $58.12 +4.3%
1319 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS Financial Services 84,901.0 $1.3M 0.00% NEW $15.86 +21.9%
1320 ATEC ALPHATEC HLDGS INC COM NEW Healthcare 63,921.0 $1.3M 0.00% NEW $21.04 -61.7%
Page 66 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%