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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 82 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 7,103.0 $808K 0.00% NEW $113.78 -27.0%
1622 CPRX CATALYST PHARMACEUTICALS INC COM Healthcare 34,560.0 $807K 0.00% NEW $23.34 +34.2%
1623 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 18,593.0 $805K 0.00% NEW $43.30 +59.4%
1624 LOAR LOAR HOLDINGS INC COM SHS Industrials 11,834.0 $805K 0.00% NEW $68.00 -7.5%
1625 KTB KONTOOR BRANDS INC COM Consumer Cyclical 13,171.0 $805K 0.00% NEW $61.09 +16.9%
1626 W WAYFAIR INC CL A Consumer Cyclical 8,001.0 $803K 0.00% NEW $100.41 -33.2%
1627 GEN GEN DIGITAL INC COM Technology 29,545.0 $803K 0.00% NEW $27.19 -8.9%
1628 RKLB ROCKET LAB CORP COM Industrials 11,507.0 $803K 0.00% NEW $69.76 +105.3%
1629 PRLB PROTO LABS INC COM Industrials 15,849.0 $802K 0.00% NEW $50.59 +46.2%
1630 PGX INVESCO PREFERRED ETF 71,222.0 $801K 0.00% NEW $11.24 -2.1%
1631 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 3,115.0 $800K 0.00% NEW $256.78 +21.2%
1632 OKTA OKTA INC CL A Technology 9,229.0 $798K 0.00% NEW $86.47 +8.5%
1633 DX DYNEX CAP INC COM Real Estate 56,795.0 $796K 0.00% NEW $14.01 -7.2%
1634 NJR NEW JERSEY RES CORP COM Utilities 17,239.0 $795K 0.00% NEW $46.12 +24.7%
1635 TVTX TRAVERE THERAPEUTICS INC COM Healthcare 20,703.0 $791K 0.00% NEW $38.21 +15.9%
1636 VRNS VARONIS SYS INC COM Technology 24,115.0 $791K 0.00% NEW $32.80 -5.3%
1637 DGII DIGI INTL INC COM Technology 18,204.0 $788K 0.00% NEW $43.29 +58.0%
1638 EQBK EQUITY BANCSHARES INC COM CL A Financial Services 17,615.0 $787K 0.00% NEW $44.65 +3.2%
1639 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 3,247.0 $783K 0.00% NEW $241.23 +14.6%
1640 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 23,160.0 $783K 0.00% NEW $33.81 -1.1%
Page 82 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%