CAPTRUST FINANCIAL ADVISORS
    Stock Holdings

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    13F Holdings

    $51.26 billion

    $ Current Holdings

    1,773

    # Current Holdings

    65

    # Positions Opened

    1,069

    # Positions Increased

    63

    # Positions Closed

    Holdings $ value (long only)

    # of positions

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    Holding by sector

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    Dec 2025
    Sep 2025
    Jun 2025
    Mar 2025
    Dec 2024
    Sep 2024
    Jun 2024
    Mar 2024
    IYWiShares U.S. Technology ETF$7,489,262,85546,497,89746,497,89743,005,73244,363,76744,131,43338,848,95937,181,00232,094,84421,855,407
    VFINXVanguard 500 Index Fund$4,138,697,20814,956,96414,956,96414,462,97613,912,31314,038,94013,327,11112,965,37711,824,29210,588,004
    VTMSXVanguard Tax Managed Small Cap Fund$1,884,496,35030,166,42130,166,42128,540,80224,996,43420,681,83718,947,48416,431,98315,328,63213,623,720