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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 110 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 SITM SITIME CORP COM Technology 928.0 $328K 0.00% NEW $353.18 +106.3%
2182 LINC LINCOLN EDL SVCS CORP COM Consumer Defensive 13,562.0 $328K 0.00% NEW $24.15 +100.4%
2183 BNTX BIONTECH SE SPONSORED ADS Healthcare 3,433.0 $327K 0.00% NEW $95.19 -3.2%
2184 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 45,729.0 $327K 0.00% NEW $7.14 +309.7%
2185 KURA KURA ONCOLOGY INC COM Healthcare 31,415.0 $326K 0.00% NEW $10.39 +8.3%
2186 BROS DUTCH BROS INC CL A Consumer Cyclical 5,326.0 $326K 0.00% NEW $61.22 -14.9%
2187 MOD MODINE MFG CO COM Consumer Cyclical 2,442.0 $326K 0.00% NEW $133.51 +95.1%
2188 SUSL ISHARES ESG MSCI USA LEADERS ETF 2,688.0 $326K 0.00% NEW $121.25 +8.5%
2189 XMTR XOMETRY INC CLASS A COM Industrials 5,476.0 $326K 0.00% NEW $59.47 +50.0%
2190 MOH MOLINA HEALTHCARE INC COM Healthcare 1,876.0 $325K 0.00% NEW $173.50 +6.1%
2191 SWX SOUTHWEST GAS HLDGS INC COM Utilities 4,067.0 $325K 0.00% NEW $80.02 +12.4%
2192 QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 2,289.0 $325K 0.00% NEW $142.13 +5.9%
2193 PENN PENN ENTERTAINMENT INC COM Consumer Cyclical 22,042.0 $325K 0.00% NEW $14.75 +14.4%
2194 HMN HORACE MANN EDUCATORS CORP NEW COM Financial Services 7,036.0 $325K 0.00% NEW $46.18 +1.4%
2195 WOOD ISHARES GLOBAL TIMBER & FORESTRY ETF 4,508.0 $325K 0.00% NEW $72.01 -8.7%
2196 ARKB ARK 21SHARES BITCOIN ETF Financial Services 11,164.0 $324K 0.00% NEW $29.04 -13.4%
2197 CNR CORE NATURAL RESOURCES INC COM SHS Energy 3,647.0 $323K 0.00% NEW $88.51 -5.0%
2198 HRZN HORIZON TECHNOLOGY FIN CORP COM Financial Services 50,035.0 $323K 0.00% NEW $6.45 -37.8%
2199 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 12,935.0 $322K 0.00% NEW $24.90 -1.1%
2200 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 7,775.0 $322K 0.00% NEW $41.36 +9.6%
Page 110 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%