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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 21 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ROK ROCKWELL AUTOMATION INC COM Industrials 38,143.0 $14.8M 0.03% NEW $389.07 +12.1%
402 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 55,074.0 $14.8M 0.03% NEW $269.18 +0.9%
403 AVAV AEROVIRONMENT INC COM Industrials 61,226.0 $14.8M 0.03% NEW $241.89 -32.6%
404 IUSG ISHARES CORE S&P U.S. GROWTH ETF 88,167.0 $14.8M 0.03% NEW $167.94 +11.1%
405 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 150,993.0 $14.8M 0.03% NEW $97.90 +11.4%
406 VCIT VANGUARD INTERMEDIATE-TERM CORP BD ETF 175,747.0 $14.7M 0.03% NEW $83.75 -1.9%
407 CBRE CBRE GROUP INC CL A Real Estate 90,604.0 $14.6M 0.03% NEW $160.79 -18.5%
408 VBK VANGUARD SMALL-CAP GROWTH ETF 48,040.0 $14.5M 0.03% NEW $302.11 +13.7%
409 HTRB HARTFORD TOTAL RETURN BOND ETF 424,343.0 $14.5M 0.03% NEW $34.15 -1.7%
410 NOC NORTHROP GRUMMAN CORP COM Industrials 25,320.0 $14.4M 0.03% NEW $570.21 -3.3%
411 PSI INVESCO SEMICONDUCTORS ETF 177,171.0 $14.0M 0.03% NEW $78.86 +91.1%
412 USRT ISHARES CORE U.S. REIT ETF 244,201.0 $13.9M 0.03% NEW $56.96 +14.8%
413 VUSB VANGUARD ULTRA-SHORT BOND ETF 278,733.0 $13.9M 0.03% NEW $49.84 -0.2%
414 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 590,443.0 $13.8M 0.03% NEW $23.40 -1.1%
415 NMIH NMI HLDGS INC COM Financial Services 338,100.0 $13.8M 0.03% NEW $40.79 -7.4%
416 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 6,358.0 $13.6M 0.03% NEW $2146.16 -7.3%
417 MDT MEDTRONIC PLC SHS Healthcare 141,272.0 $13.6M 0.03% NEW $96.06 -18.6%
418 SGDM SPROTT GOLD MINERS ETF 194,872.0 $13.6M 0.03% NEW $69.63 +2.6%
419 GLW CORNING INC COM Technology 153,149.0 $13.4M 0.03% NEW $87.56 +119.2%
420 PAYX PAYCHEX INC COM Industrials 118,802.0 $13.3M 0.03% NEW $112.18 -16.0%
Page 21 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%