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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 72 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 SCCO SOUTHERN COPPER CORP COM Basic Materials 7,949.0 $1.1M 0.00% NEW $143.47 +32.3%
1422 IYJ ISHARES U.S. INDUSTRIALS ETF 7,681.0 $1.1M 0.00% NEW $148.18 +6.7%
1423 MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 18,801.0 $1.1M 0.00% NEW $60.53 +24.9%
1424 PRIM PRIMORIS SVCS CORP COM Industrials 9,141.0 $1.1M 0.00% NEW $124.14 +4.2%
1425 MPWR MONOLITHIC PWR SYS INC COM Technology 1,252.0 $1.1M 0.00% NEW $906.01 +83.6%
1426 PAGP PLAINS GP HLDGS L P LTD PARTNR INT A Energy 59,150.0 $1.1M 0.00% NEW $19.14 +33.3%
1427 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 56,363.0 $1.1M 0.00% NEW $20.08 -11.7%
1428 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 154,479.0 $1.1M 0.00% NEW $7.32 +26.2%
1429 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 5,178.0 $1.1M 0.00% NEW $218.03 -28.2%
1430 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 24,874.0 $1.1M 0.00% NEW $45.35 +12.5%
1431 MSA MSA SAFETY INC COM Industrials 7,043.0 $1.1M 0.00% NEW $160.14 +8.2%
1432 CWST CASELLA WASTE SYS INC CL A Industrials 11,509.0 $1.1M 0.00% NEW $97.94 -11.1%
1433 SANM SANMINA CORP COM Technology 7,509.0 $1.1M 0.00% NEW $150.07 +73.2%
1434 WFRD WEATHERFORD INTL PLC ORD SHS Energy 14,342.0 $1.1M 0.00% NEW $78.26 +39.0%
1435 IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF 42,895.0 $1.1M 0.00% NEW $26.14 -1.5%
1436 BSMR INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF 47,141.0 $1.1M 0.00% NEW $23.66 -0.2%
1437 VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 14,676.0 $1.1M 0.00% NEW $75.85 -1.3%
1438 GBCI GLACIER BANCORP INC NEW COM Financial Services 25,270.0 $1.1M 0.00% NEW $44.05 +10.4%
1439 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 15,774.0 $1.1M 0.00% NEW $70.53 -5.4%
1440 BHP BHP GROUP LTD SPONSORED ADS Basic Materials 18,401.0 $1.1M 0.00% NEW $60.37 +43.3%
Page 72 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%