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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 12 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DE DEERE & CO COM Industrials 78,479.0 $36.5M 0.07% NEW $465.57 +14.1%
222 TFC TRUIST FINL CORP COM Financial Services 734,736.0 $36.2M 0.07% NEW $49.21 -2.5%
223 FDX FEDEX CORP COM Industrials 124,594.0 $36.0M 0.07% NEW $288.86 +34.6%
224 FCX FREEPORT MCMORAN INC CL B Basic Materials 703,733.0 $35.7M 0.07% NEW $50.79 +22.7%
225 PM PHILIP MORRIS INTL INC COM Consumer Defensive 218,648.0 $35.1M 0.07% NEW $160.40 +17.6%
226 MCK MCKESSON CORP COM Healthcare 42,423.0 $34.8M 0.07% NEW $820.29 -6.6%
227 NEE NEXTERA ENERGY INC COM Utilities 432,528.0 $34.7M 0.07% NEW $80.28 +11.7%
228 IWR ISHARES RUSSELL MIDCAP ETF 359,800.0 $34.6M 0.07% NEW $96.27 +9.1%
229 CRM SALESFORCE INC COM Technology 128,772.0 $34.1M 0.07% NEW $264.91 -33.4%
230 EFV ISHARES MSCI EAFE VALUE ETF 467,918.0 $33.4M 0.06% NEW $71.41 +10.6%
231 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 839,263.0 $33.2M 0.06% NEW $39.59 +9.5%
232 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 726,480.0 $33.1M 0.06% NEW $45.51 +30.4%
233 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 1,360,874.0 $33.0M 0.06% NEW $24.28 -0.3%
234 SCHW SCHWAB CHARLES CORP COM Financial Services 330,455.0 $33.0M 0.06% NEW $99.91 -9.8%
235 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 945,652.0 $32.8M 0.06% NEW $34.65 +14.0%
236 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 450,326.0 $32.7M 0.06% NEW $72.68 +31.5%
237 EMR EMERSON ELEC CO COM Industrials 245,824.0 $32.6M 0.06% NEW $132.72 +1.6%
238 WAT WATERS CORP COM Healthcare 85,798.0 $32.6M 0.06% NEW $379.83 -10.1%
239 APP APPLOVIN CORP COM CL A Technology 48,272.0 $32.5M 0.06% NEW $673.82 -27.9%
240 DIS DISNEY WALT CO COM Communication Services 291,532.0 $32.4M 0.06% NEW $111.04 -6.7%
Page 12 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%