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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 4 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK AMERICA CORP COM Financial Services 2,935,796.0 $161.5M 0.31% NEW $55.00 -6.4%
62 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 186,667.0 $161.0M 0.31% NEW $862.34 +21.8%
63 VRSN VERISIGN INC COM Technology 655,644.0 $159.3M 0.30% NEW $242.95 +24.7%
64 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 2,140,987.0 $157.5M 0.30% NEW $73.56 +12.3%
65 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 874,376.0 $156.2M 0.30% NEW $178.59 +0.9%
66 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 3,399,322.0 $153.7M 0.29% NEW $45.21 +18.7%
67 IJH ISHARES CORE S&P MID-CAP ETF 2,327,527.0 $153.6M 0.29% NEW $66.00 +10.5%
68 CME CME GROUP INC COM Financial Services 558,732.0 $152.6M 0.29% NEW $273.08 +5.9%
69 IBM INTERNATIONAL BUSINESS MACHS COM Technology 505,404.0 $149.7M 0.28% NEW $296.21 -14.6%
70 ORI OLD REP INTL CORP COM Financial Services 3,256,162.0 $148.6M 0.28% NEW $45.64 -13.1%
71 LOW LOWES COS INC COM Consumer Cyclical 608,084.0 $146.6M 0.28% NEW $241.16 -9.9%
72 HCA HCA HEALTHCARE INC COM Healthcare 295,794.0 $138.1M 0.26% NEW $466.86 -15.9%
73 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 1,252,435.0 $133.6M 0.25% NEW $106.70 -0.4%
74 WSO WATSCO INC COM Industrials 396,514.0 $133.6M 0.25% NEW $336.95 +14.7%
75 MUB ISHARES NATIONAL MUNI BOND ETF 1,217,656.0 $130.4M 0.25% NEW $107.11 -1.0%
76 WMT WALMART INC COM Consumer Defensive 1,170,601.0 $130.4M 0.25% NEW $111.41 +17.4%
77 JNJ JOHNSON & JOHNSON COM Healthcare 629,513.0 $130.3M 0.25% NEW $206.95 +12.0%
78 AFL AFLAC INC COM Financial Services 1,171,112.0 $129.1M 0.25% NEW $110.27 +6.8%
79 CMCSA COMCAST CORP NEW CL A Communication Services 4,309,342.0 $128.8M 0.24% NEW $29.89 -16.1%
80 PANW PALO ALTO NETWORKS INC COM Technology 693,266.0 $127.7M 0.24% NEW $184.20 +37.3%
Page 4 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%