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Asset Manager ← All Institutions

CAPTRUST FINANCIAL ADVISORS

Q4 2025 · Filed 2026-02-17
Market Value
$52.3B
+6.8%
Holdings
2,766
+107
New Purchases
209
Added To
1,487
Closed
101
Reduced
866
Top 10 Concentration
27.1%
Turnover
11.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITOT 0.43% 0.08% +0.34% $224M
IXUS 1.74% 1.41% +0.33% $910M
GOOGL 1.55% 1.27% +0.29% $812M
GOVT 0.21% 0.00% +0.21% $110M
AAPL 3.41% 3.20% +0.20% $1.8B
GOOG 0.63% 0.43% +0.20% $330M
FNDX 1.11% 0.91% +0.20% $582M
DG 0.17% 0.00% +0.17% $89M
DFAX 0.18% 0.02% +0.16% $95M
MRK 0.34% 0.21% +0.12% $175M
AMZN 1.20% 1.08% +0.12% $626M
QCOM 0.38% 0.26% +0.12% $199M
JVAL 0.11% 0.00% +0.11% $58M
VEA 3.60% 3.49% +0.11% $1.9B
DFUS 0.13% 0.02% +0.11% $69M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MGK 0.84% 1.31% -0.47% $439M
VUG 1.22% 1.44% -0.21% $639M
META 0.61% 0.82% -0.21% $320M
MSFT 2.56% 2.75% -0.19% $1.3B
DE 0.07% 0.21% -0.14% $37M
UL 0.00% 0.14% -0.14% $0
DUHP 0.01% 0.13% -0.13% $4M
IRM 0.04% 0.16% -0.12% $21M
GRMN 0.33% 0.42% -0.10% $170M
ORCL 0.14% 0.24% -0.10% $73M
IVV 5.36% 5.45% -0.08% $2.8B
RMD 0.22% 0.30% -0.08% $116M
BSCP 0.00% 0.07% -0.07% $0
PG 0.50% 0.57% -0.07% $260M
WSO 0.26% 0.32% -0.07% $134M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 83 $21.2B 40.5%
Large Cap 988 $25.5B 48.8%
Mid Cap 929 $4.0B 7.6%
Small Cap 585 $1.4B 2.7%
Micro Cap 181 $166M 0.3%

Portfolio Analytics

Avg Market Cap
$40.4B
Median Market Cap
$5.8B
Avg P/E
32.2
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
1,854
# ETFs / Funds
912

Top Holdings (2,766 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 5.36% 4,095,469 $2.8B $684.94 $137M +109,685 +2.8%
2 VEA 3.60% 30,166,421 $1.9B $62.47 $174M +1,625,619 +5.7%
3 AAPL 3.41% 6,554,107 $1.8B $271.86 $214M +396,393 +6.4%
4 SHY 2.84% 17,964,759 $1.5B $82.82 $76M +940,434 +5.5%
5 MSFT 2.56% 2,770,608 $1.3B $483.62 -$6M +172,409 +6.6%
6 VTV 2.33% 6,385,243 $1.2B $190.99 $58M +155,177 +2.5%
7 NVDA 2.26% 6,338,378 $1.2B $186.50 $62M +337,215 +5.6%
8 IXUS 1.74% 10,749,069 $910M $84.64 $222M +2,414,465 +29.0%
9 GOOGL 1.55% 2,594,348 $812M $313.00 $192M +41,879 +1.6%
10 VOO 1.45% 1,208,818 $758M $627.13 $30M +19,569 +1.6%
11 IEI 1.35% 5,924,603 $707M $119.35 $33M +281,282 +5.0%
12 VB 1.30% 2,644,075 $682M $257.95 $43M +130,946 +5.2%
13 IEMG 1.23% 9,541,588 $641M $67.22 $80M +1,021,822 +12.0%
14 VUG 1.22% 1,310,572 $639M $487.86 -$64M -156,019 -10.6%
15 AMZN 1.20% 2,711,564 $626M $230.82 $98M +309,078 +12.9%
16 AGG 1.16% 6,051,425 $604M $99.88 $63M +650,152 +12.0%
17 FNDX 1.11% 21,393,347 $582M $27.21 $134M +4,370,263 +25.7%
18 IEF 1.06% 5,781,000 $556M $96.16 $63M +666,409 +13.0%
19 SPY 1.04% 797,143 $544M $681.92 $48M +52,870 +7.1%
20 SCHX 1.00% 19,522,489 $525M $26.91 $39M +1,039,540 +5.6%
21 BSV 0.95% 6,289,692 $496M $78.81 $30M +386,860 +6.5%
22 MGK 0.84% 1,063,914 $439M $412.77 -$203M -532,233 -33.3%
23 IWB 0.83% 1,164,954 $435M $373.44 $8M -3,636 -0.3%
24 AVGO 0.82% 1,236,730 $428M $346.10 $19M -3,749 -0.3%
25 BRK-B 0.81% 839,990 $422M $502.65 $40M +79,066 +10.4%
26 JGRO 0.70% 3,917,245 $364M $92.80 $14M +186,762 +5.0%
27 USFR 0.69% 7,196,392 $362M $50.32 $6M +117,325 +1.7%
28 BIL 0.69% 3,942,405 $360M $91.38 $11M +133,923 +3.5%
29 ABBV 0.65% 1,487,949 $340M $228.49 -$2M +13,113 +0.9%
30 GOOG 0.63% 1,052,266 $330M $313.80 $119M +184,892 +21.3%
31 MA 0.61% 560,288 $320M $570.88 $4M +4,761 +0.9%
32 META 0.61% 484,342 $320M $660.09 -$81M -60,840 -11.2%
33 JPM 0.54% 875,280 $282M $322.22 $7M +3,771 +0.4%
34 VIG 0.51% 1,205,106 $265M $219.78 $4M -5,298 -0.4%
35 VTI 0.51% 789,011 $265M $335.27 $35M +89,947 +12.9%
36 VBR 0.50% 1,236,013 $262M $211.79 $6M +11,525 +0.9%
37 PG 0.50% 1,896,507 $260M $137.30 -$18M +86,576 +4.8%
38 IGSB 0.49% 4,838,714 $256M $52.88 $14M +276,694 +6.1%
39 JBND 0.48% 4,623,078 $250M $54.07 $23M +441,209 +10.6%
40 QQQ 0.46% 435,995 $240M $550.29 $12M +55,777 +14.7%
41 GILD 0.45% 1,936,138 $238M $122.74 $26M +28,012 +1.5%
42 V 0.45% 664,101 $233M $350.71 $35M +85,246 +14.7%
43 VYMI 0.44% 2,563,633 $231M $90.00 $24M +119,392 +4.9%
44 ITOT 0.43% 1,506,277 $224M $148.69 $183M +1,224,412 +434.4%
45 IWF 0.42% 466,486 $221M $473.30 $2M -220 -0.1%
46 CVX 0.40% 1,371,010 $209M $152.41 $3M +47,909 +3.6%
47 FLXR 0.39% 5,169,200 $205M $39.60 $14M +376,264 +7.8%
48 SGOV 0.39% 2,007,142 $201M $100.38 $15M +159,642 +8.6%
49 QCOM 0.38% 1,161,390 $199M $171.05 $69M +382,252 +49.1%
50 XOM 0.38% 1,632,385 $196M $120.34 $16M +32,147 +2.0%
51 IAU 0.37% 2,410,855 $196M $81.17 $21M +11,014 +0.5%
52 CSCO 0.37% 2,517,777 $194M $77.03 $26M +64,123 +2.6%
53 SCHI 0.34% 7,834,234 $180M $22.97 $8M +369,831 +5.0%
54 LLY 0.34% 165,789 $178M $1,074.68 $50M -2,563 -1.5%
55 MRK 0.34% 1,665,219 $175M $105.26 $71M +426,769 +34.5%
56 KR 0.33% 2,782,775 $174M $62.48 -$14M -9,074 -0.3%
57 LRCX 0.33% 998,116 $171M $171.18 $4M -245,788 -19.8%
58 GRMN 0.33% 839,433 $170M $202.85 -$37M -1,854 -0.2%
59 XLK 0.32% 1,153,365 $166M $143.97 -$6M +541,426 +88.5%
60 AMGN 0.31% 498,265 $163M $327.31 $26M +12,562 +2.6%
61 BAC 0.31% 2,935,796 $161M $55.00 $13M +67,011 +2.3%
62 COST 0.31% 186,667 $161M $862.34 -$1M +11,527 +6.6%
63 VRSN 0.30% 655,644 $159M $242.95 -$2M +79,249 +13.8%
64 VEU 0.30% 2,140,987 $157M $73.56 $10M +78,368 +3.8%
65 WSM 0.30% 874,376 $156M $178.59 -$9M +27,254 +3.2%
66 FNDF 0.29% 3,399,322 $154M $45.21 $18M +236,951 +7.5%
67 IJH 0.29% 2,327,527 $154M $66.00 $8M +89,531 +4.0%
68 CME 0.29% 558,732 $153M $273.08 $3M +5,803 +1.1%
69 IBM 0.29% 505,404 $150M $296.21 -$10M -62,366 -11.0%
70 ORI 0.28% 3,256,162 $149M $45.64 $13M +58,624 +1.8%
71 LOW 0.28% 608,084 $147M $241.16 -$5M +3,382 +0.6%
72 HCA 0.26% 295,794 $138M $466.86 $8M -9,911 -3.2%
73 SUB 0.26% 1,252,435 $134M $106.70 $3M +27,839 +2.3%
74 WSO 0.26% 396,514 $134M $336.95 -$24M +6,034 +1.6%
75 MUB 0.25% 1,217,656 $130M $107.11 $2M +13,646 +1.1%
76 WMT 0.25% 1,170,601 $130M $111.41 $12M +23,131 +2.0%
77 JNJ 0.25% 629,513 $130M $206.95 $17M +16,477 +2.7%
78 AFL 0.25% 1,171,112 $129M $110.27 -$506K +10,462 +0.9%
79 CMCSA 0.25% 4,309,342 $129M $29.89 $38M +1,424,092 +49.4%
80 PANW 0.24% 693,266 $128M $184.20 -$15M -9,595 -1.4%
81 PHM 0.24% 1,077,664 $126M $117.26 -$14M +16,287 +1.5%
82 C 0.24% 1,075,968 $126M $116.69 $18M +20,926 +2.0%
83 EFA 0.24% 1,298,571 $125M $96.03 $4M +2,195 +0.2%
84 IEFA 0.24% 1,377,266 $123M $89.46 -$1M -47,694 -3.4%
85 FICO 0.23% 71,218 $120M $1,690.61 $11M -2,129 -2.9%
86 UGI 0.23% 3,191,444 $119M $37.43 $24M +327,511 +11.4%
87 VYM 0.23% 820,249 $118M $143.52 $5M +22,237 +2.8%
88 RMD 0.22% 480,058 $116M $240.87 -$32M -57,565 -10.7%
89 CGXU 0.22% 3,883,153 $115M $29.55 -$5M -169,683 -4.2%
90 APH 0.21% 829,732 $112M $135.14 $10M +2,132 +0.3%
91 SCHB 0.21% 4,236,900 $111M $26.23 $24M +849,417 +25.1%
92 GOVT 0.21% 4,760,988 $110M $23.03 $108M +4,692,877 +6890.0%
93 LMT 0.21% 226,544 $110M $483.67 -$1M +4,445 +2.0%
94 KO 0.21% 1,558,129 $109M $69.91 $8M +32,234 +2.1%
95 NFLX 0.20% 1,142,511 $107M $93.76 -$26M +1,031,820 +932.2%
96 BRX 0.20% 4,072,260 $107M $26.22 $8M +504,624 +14.1%
97 VXUS 0.20% 1,403,628 $106M $75.44 $4M +23,045 +1.7%
98 IJR 0.20% 860,161 $103M $120.18 $3M +16,705 +2.0%
99 SR 0.20% 1,240,395 $103M $82.70 $3M +20,224 +1.7%
100 PLTR 0.19% 561,068 $100M $177.75 -$6M -16,526 -2.9%

New Positions

SymbolValue% Port
DMBS $46M 0.09%
AZN $13M 0.03%
DOMO $8M 0.02%
NSSC $8M 0.01%
TCHP $7M 0.01%
TOTB.DE $7M 0.01%
FTMH $7M 0.01%
Q $5M 0.01%
FCG $5M 0.01%
EMKT $4M 0.01%
TXXI $3M 0.01%
AKRE $3M 0.01%
TECK $3M 0.01%
QVMS $2M —%
JHMU $2M —%

Sold Out Positions

SymbolValue% Port
BKKT —%
CODI —%
SLGN —%
WWW —%
BRSP —%
FMC —%
LPG —%
ADNT —%
ENR —%
LXP —%
KRC —%
HPP —%
NSA —%
SFL —%
HOG —%
View SEC EDGAR Filings for CAPTRUST FINANCIAL ADVISORS →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms