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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 32 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HWM HOWMET AEROSPACE INC COM Industrials 28,539.0 $5.9M 0.01% NEW $205.02 +26.8%
622 TECHNIPFMC PLC COM 131,198.0 $5.8M 0.01% NEW $44.56
623 IUSV ISHARES CORE S&P US VALUE ETF 56,989.0 $5.8M 0.01% NEW $102.54 +6.7%
624 BUSE FIRST BUSEY CORP COM NEW Financial Services 243,180.0 $5.8M 0.01% NEW $23.79 +12.8%
625 KBE STATE STREET SPDR S&P BANK ETF 95,211.0 $5.8M 0.01% NEW $60.69 +4.6%
626 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 115,583.0 $5.8M 0.01% NEW $49.99 -0.7%
627 CARR CARRIER GLOBAL CORPORATION COM Industrials 109,269.0 $5.8M 0.01% NEW $52.84 +17.7%
628 FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 34,049.0 $5.7M 0.01% NEW $168.28 +16.5%
629 BSX BOSTON SCIENTIFIC CORP COM Healthcare 60,090.0 $5.7M 0.01% NEW $95.35 -40.1%
630 CAH CARDINAL HEALTH INC COM Healthcare 27,806.0 $5.7M 0.01% NEW $205.50 -2.4%
631 LNG CHENIERE ENERGY INC COM NEW Energy 29,268.0 $5.7M 0.01% NEW $194.39 +23.7%
632 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 56,680.0 $5.7M 0.01% NEW $100.34 +0.3%
633 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 111,805.0 $5.7M 0.01% NEW $50.58 -0.1%
634 CHE CHEMED CORP NEW COM Healthcare 13,158.0 $5.6M 0.01% NEW $427.86 +3.2%
635 WDC WESTERN DIGITAL CORP COM Technology 32,637.0 $5.6M 0.01% NEW $172.27 +166.8%
636 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 40,269.0 $5.6M 0.01% NEW $139.35 +8.1%
637 A AGILENT TECHNOLOGIES INC COM Healthcare 41,221.0 $5.6M 0.01% NEW $136.07 -15.6%
638 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 48,479.0 $5.6M 0.01% NEW $115.10 +1.5%
639 FORTINET INC COM 69,443.0 $5.5M 0.01% NEW $79.41
640 GWW WW GRAINGER INC COM Industrials 5,455.0 $5.5M 0.01% NEW $1008.96 +22.8%
Page 32 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%