CAPTRUST FINANCIAL ADVISORS
    Stock Holdings

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    13F Holdings

    $55.40 billion

    $ Current Holdings

    1,797

    # Current Holdings

    84

    # Positions Opened

    1,173

    # Positions Increased

    59

    # Positions Closed

    Holdings $ value (long only)

    # of positions

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    Holding by sector

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    Mar 2026
    Dec 2025
    Sep 2025
    Jun 2025
    Mar 2025
    Dec 2024
    Sep 2024
    Jun 2024
    IYWiShares U.S. Technology ETF$7,598,258,08648,556,89348,556,89346,497,89743,005,73244,363,76744,131,43338,848,95937,181,00232,094,844
    VFINXVanguard 500 Index Fund$4,190,347,34615,631,45815,631,45814,956,96414,462,97613,912,31314,038,94013,327,11112,965,37711,824,292
    VTMSXVanguard Tax Managed Small Cap Fund$2,071,439,53832,329,95332,329,95330,166,42128,540,80224,996,43420,681,83718,947,48416,431,98315,328,632