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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 75 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 R RYDER SYS INC COM Industrials 5,431.0 $1.0M 0.00% NEW $191.40 +29.9%
1482 VCR VANGUARD CONSUMER DISCRETIONARY ETF 2,639.0 $1.0M 0.00% NEW $393.89 +0.7%
1483 THE BALDWIN INSURANCE GRP INC COM CL A 43,083.0 $1.0M 0.00% NEW $24.03
1484 SPMO INVESCO S&P 500 MOMENTUM ETF 8,660.0 $1.0M 0.00% NEW $119.32 +25.6%
1485 HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF 26,419.0 $1.0M 0.00% NEW $39.11 -0.3%
1486 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 15,136.0 $1.0M 0.00% NEW $68.23 +10.5%
1487 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 14,111.0 $1.0M 0.00% NEW $73.17 -17.1%
1488 PTY PIMCO CORPORATE & INCOME OPPOR COM Financial Services 79,863.0 $1.0M 0.00% NEW $12.90 -8.6%
1489 STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 21,786.0 $1.0M 0.00% NEW $47.28 -0.5%
1490 IRTC IRHYTHM HOLDINGS INC COM Healthcare 5,803.0 $1.0M 0.00% NEW $177.44 -35.5%
1491 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 12,888.0 $1.0M 0.00% NEW $79.84 +16.1%
1492 ALKS ALKERMES PLC SHS Healthcare 36,767.0 $1.0M 0.00% NEW $27.98 +33.5%
1493 MPAA MOTORCAR PTS AMER INC COM Consumer Cyclical 83,159.0 $1.0M 0.00% NEW $12.34 -11.1%
1494 FMNB FARMERS NATIONAL BANC CORP COM Financial Services 76,972.0 $1.0M 0.00% NEW $13.32 +7.1%
1495 NEA NUVEEN AMT FREE QLTY MUN INCME COM Financial Services 88,148.0 $1.0M 0.00% NEW $11.63 -2.1%
1496 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 13,465.0 $1.0M 0.00% NEW $75.91 -25.2%
1497 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 21,381.0 $1.0M 0.00% NEW $47.79 +17.8%
1498 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 43,939.0 $1.0M 0.00% NEW $23.23 +25.3%
1499 BSY BENTLEY SYS INC COM CL B Technology 26,650.0 $1.0M 0.00% NEW $38.16 -14.2%
1500 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 4,864.0 $1.0M 0.00% NEW $208.74 -31.0%
Page 75 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%