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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 83 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 MC MOELIS & CO CL A Financial Services 11,368.0 $781K 0.00% NEW $68.74 -3.8%
1642 ESAB ESAB CORPORATION COM Industrials 6,983.0 $780K 0.00% NEW $111.72 -15.4%
1643 SCHH SCHWAB U.S. REIT ETF 37,294.0 $779K 0.00% NEW $20.89 +14.1%
1644 NTST NETSTREIT CORP COM Real Estate 44,148.0 $779K 0.00% NEW $17.64 +15.4%
1645 SNEX STONEX GROUP INC COM Financial Services 8,179.0 $778K 0.00% NEW $95.13 +19.7%
1646 CNH INDL N V SHS 84,352.0 $778K 0.00% NEW $9.22
1647 PGF INVESCO FINANCIAL PREFERRED ETF 54,914.0 $776K 0.00% NEW $14.14 -2.1%
1648 BWFG BANKWELL FINL GROUP INC COM Financial Services 16,928.0 $776K 0.00% NEW $45.82 +14.6%
1649 BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 33,498.0 $775K 0.00% NEW $23.15 -0.6%
1650 UWMC UWM HOLDINGS CORPORATION COM CL A Financial Services 176,023.0 $771K 0.00% NEW $4.38 -29.0%
1651 ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 18,556.0 $770K 0.00% NEW $41.48 +9.1%
1652 TKR TIMKEN CO COM Industrials 9,148.0 $770K 0.00% NEW $84.13 +51.5%
1653 SPDV AAM S&P 500 HIGH DIVIDEND VALUE ETF 22,094.0 $766K 0.00% NEW $34.65 +13.0%
1654 FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 3,703.0 $765K 0.00% NEW $206.50 +3.2%
1655 ESNT ESSENT GROUP LTD COM Financial Services 11,752.0 $764K 0.00% NEW $65.01 -7.1%
1656 FDHY FIDELITY ENHANCED HIGH YIELD ETF 15,464.0 $763K 0.00% NEW $49.33 -0.1%
1657 MNDY MONDAY COM LTD SHS Technology 5,151.0 $760K 0.00% NEW $147.56 -47.9%
1658 SIVR ABRDN PHYSICAL SILVER SHARES ETF Financial Services 11,237.0 $760K 0.00% NEW $67.64 +8.2%
1659 REM ISHARES MORTGAGE REAL ESTATE ETF 34,255.0 $760K 0.00% NEW $22.18 -1.0%
1660 NOVT NOVANTA INC COM Technology 6,382.0 $759K 0.00% NEW $118.99 +37.2%
Page 83 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%