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Portfolio (Quarterly) Guide ↗

CAPTRUST FINANCIAL ADVISORS

· CIK 0001512024
13F Portfolio $57.3B AUM 3,116 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 403 New 1614 Added 736 Reduced 122 Exited
Page 67 of 151  ·  3,016 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 RYAN RYAN SPECIALTY HOLDINGS INC CL A Financial Services 47,471.0 $1.6M 0.00% -32K -40.3% $33.74 -5.8%
1322 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 39,179.0 $1.6M 0.00% +28K +264.0% $40.83 +8.8%
1323 GTES GATES INDL CORP PLC ORD SHS Industrials 70,567.0 $1.6M 0.00% $22.60 +12.7%
1324 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 16,790.0 $1.6M 0.00% +1K +7.9% $94.88 +5.1%
1325 AVNM AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF 20,880.0 $1.6M 0.00% $76.17 +10.9%
1326 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 16,749.0 $1.6M 0.00% +8K +98.9% $94.92 +9.3%
1327 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 42,923.0 $1.6M 0.00% NEW $37.01 +17.3%
1328 WDFC WD 40 CO COM Basic Materials 7,782.0 $1.6M 0.00% +3K +81.0% $203.94 +0.8%
1329 PHO INVESCO WATER RESOURCES ETF 23,686.0 $1.6M 0.00% +477.0 +2.1% $66.86 -1.7%
1330 SFST SOUTHERN FIRST BANCSHARES COM Financial Services 28,983.0 $1.6M 0.00% +754.0 +2.7% $54.50 +6.1%
1331 RYTM RHYTHM PHARMACEUTICALS INC COM Healthcare 18,147.0 $1.6M 0.00% -178.0 -1.0% $86.97 +6.9%
1332 KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 16,124.0 $1.6M 0.00% +3K +25.6% $97.55 +10.0%
1333 WTRG ESSENTIAL UTILS INC COM Utilities 39,009.0 $1.6M 0.00% +9K +29.8% $40.28 -7.9%
1334 NICE NICE LTD SPONSORED ADR Technology 14,233.0 $1.6M 0.00% -6K -30.7% $110.26 -17.8%
1335 CVNA CARVANA CO CL A Consumer Cyclical 4,971.0 $1.6M 0.00% +1K +35.1% $314.39 -76.6%
1336 IVLU ISHARES MSCI INTL VALUE FACTOR ETF 39,405.0 $1.6M 0.00% +2K +6.2% $39.64 +8.3%
1337 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 15,615.0 $1.6M 0.00% +1K +8.4% $99.86 +9.8%
1338 THG HANOVER INS GROUP INC COM Financial Services 8,960.0 $1.6M 0.00% -78.0 -0.9% $173.35 +8.1%
1339 PERI PERION NETWORK LTD SHS NEW Communication Services 155,185.0 $1.6M 0.00% +36K +29.8% $9.99 -15.2%
1340 ALKT ALKAMI TECHNOLOGY INC COM Technology 98,842.0 $1.5M 0.00% -2K -1.6% $15.67 +12.3%
Page 67 of 151  ·  3,016 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 29.8%
Financial Services 17.7%
Healthcare 10.1%
Industrials 9.1%
Consumer Cyclical 8.3%
Communication Services 8.1%
Consumer Defensive 5.4%
Energy 4.5%
Utilities 2.9%
Real Estate 2.1%