CAPTRUST FINANCIAL ADVISORS Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$52.6B

Holdings

2,735

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,735 positions)

#StockSharesValue% PortfolioType
1001
HASHASBRO INC COM
26,408$2.0M0.00%
1002
STPZPIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
44,593$2.0M0.00%
1003
VOOGVANGUARD S&P 500 GROWTH ETF
5,210$2.0M0.00%
1004
GMEDGLOBUS MED INC CL A
25,799$2.0M0.00%
1005
ESTCELASTIC N V ORD SHS
37,264$2.0M0.00%
1006
CPAYCORPAY INC COM SHS
9,657$2.0M0.00%
1007
APTVAPTIV PLC COM SHS
30,075$2.0M0.00%
1008
NYTNEW YORK TIMES CO MTN BE CL A
33,891$2.0M0.00%
1009
MORNMORNINGSTAR INC COM
11,545$2.0M0.00%
1010
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
43,810$2.0M0.00%
1011
PAASPAN AMERN SILVER CORP COM
51,347$2.0M0.00%
1012
CSGPCOSTAR GROUP INC COM
33,234$2.0M0.00%
1013
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
78,808$2.0M0.00%
1014
FXEINVESCO CURRENCYSHARES EURO TRUST
18,734$2.0M0.00%
1015
DFAUDIMENSIONAL US CORE EQUITY MARKET ETF
43,809$2.0M0.00%
1016
AKREAKRE FOCUS ETF
41,886$2.0M0.00%
1017
IQSUNYLI CANDRIAM U.S. LARGE CAP EQUITY ETF
50,371$2.0M0.00%
1018
EGPEASTGROUP PPTYS INC COM
13,146$2.0M0.00%
1019
DRSKAPTUS DEFINED RISK ETF
97,562$2.0M0.00%
1020
NIJNELNET INC CL A
15,421$2.0M0.00%
1021
TXXIBONDBLOXX IRM TAX-AWARE INTERMEDIATE DURATION ETF
57,360$2.0M0.00%
1022
CXWCORECIVIC INC COM
153,197$2.0M0.00%
1023
CAGCONAGRA BRANDS INC COM
118,889$2.0M0.00%
1024
CCLCARNIVAL CORP COMMON STOCK
85,198$2.0M0.00%
1025
GSSTGOLDMAN SACHS ULTRA SHORT BOND ETF
50,102$2.0M0.00%
1026
CGNXCOGNEX CORP COM
72,899$2.0M0.00%
1027
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF
39,783$2.0M0.00%
1028
VTWVVANGUARD RUSSELL 2000 VALUE ETF
14,616$2.0M0.00%
1029
ISCVISHARES MORNINGSTAR SMALL CAP VALUE ETF
36,264$2.0M0.00%
1030
MARMFT VEST U.S. EQUITY MAX BUFFER ETF - MARCH
65,129$2.0M0.00%
1031
PINSPINTEREST INC CL A
94,486$2.0M0.00%
1032
INDBINDEPENDENT BK CORP MASS COM
34,942$2.0M0.00%
1033
SPXCSPX TECHNOLOGIES INC COM
11,668$2.0M0.00%
1034
NINISOURCE INC COM
58,788$2.0M0.00%
1035
CWBSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
32,285$2.0M0.00%
1036
FIVEFIVE BELOW INC COM
15,785$2.0M0.00%
1037
EDVVANGUARD EXTENDED DURATION TREASURY ETF
30,851$2.0M0.00%
1038
LNCLINCOLN NATL CORP IND COM
62,562$2.0M0.00%
1039
NTNXNUTANIX INC CL A
40,048$2.0M0.00%
1040
BSCVINVESCO BULLETSHARES 2031 CORPORATE BOND ETF
125,129$2.0M0.00%
1041
PPGPPG INDS INC COM
23,365$2.0M0.00%
1042
CFRCULLEN FROST BANKERS INC COM
17,270$2.0M0.00%
1043
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
23,835$2.0M0.00%
1044
SNASNAP ON INC COM
8,032$2.0M0.00%
1045
CASYCASEYS GEN STORES INC COM
4,730$2.0M0.00%
1046
BCKTLIFEX 2030 INCOME BUCKET ETF
43,209$2.0M0.00%
1047
SPBOSTATE STREET SPDR PORTFOLIO CORPORATE BOND ETF
70,179$2.0M0.00%
1048
KMLMKRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF
85,097$2.0M0.00%
1049
SOLVSOLVENTUM CORP COM SHS
33,379$2.0M0.00%
1050
CALFPACER US SMALL CAP CASH COWS ETF
61,384$2.0M0.00%
1051
IDIINTERDIGITAL INC COM
7,944$2.0M0.00%
1052
FLEXFLEX LTD ORD
45,343$2.0M0.00%
1053
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
10,873$2.0M0.00%
1054
RCLROYAL CARIBBEAN GROUP COM
8,232$2.0M0.00%
1055
BNSBANK NOVA SCOTIA B C COM
40,504$2.0M0.00%
1056
FXFINVESCO CURRENCYSHARES SWISS FRANC TRUST
18,493$2.0M0.00%
1057
IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF
95,323$2.0M0.00%
1058
AVYAVERY DENNISON CORP COM
11,461$2.0M0.00%
1059
UBSIUNITED BANKSHARES INC WEST VA COM
75,050$2.0M0.00%
1060
OSEAHARBOR INTERNATIONAL COMPOUNDERS ETF
97,241$2.0M0.00%
1061
NRANRG ENERGY INC COM NEW
17,476$2.0M0.00%
1062
GPNGLOBAL PMTS INC COM
26,338$2.0M0.00%
1063
HQYHEALTHEQUITY INC COM
27,314$2.0M0.00%
1064
AXSMAXSOME THERAPEUTICS INC COM
11,244$2.0M0.00%
1065
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
34,679$2.0M0.00%
1066
NCNONCINO INC COM
92,415$2.0M0.00%
1067
VTEIVANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
22,826$2.0M0.00%
1068
RPMRPM INTL INC COM
21,853$2.0M0.00%
1069
IONQIONQ INC COM
57,835$2.0M0.00%
1070
CPCANADIAN PACIFIC KANSAS CITY COM
36,701$2.0M0.00%
1071
GJUNFT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE
69,644$2.0M0.00%
1072
ZBHZIMMER BIOMET HOLDINGS INC COM
26,729$2.0M0.00%
1073
MUSTCOLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF
140,023$2.0M0.00%
1074
STZCONSTELLATION BRANDS INC CL A
17,063$2.0M0.00%
1075
VTWOVANGUARD RUSSELL 2000 ETF
23,501$2.0M0.00%
1076
BSCUINVESCO BULLETSHARES 2030 CORPORATE BOND ETF
168,945$2.0M0.00%
1077
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
133,525$2.0M0.00%
1078
8CWCROWN CASTLE INC COM
24,561$2.0M0.00%
1079
AESAES CORP COM
162,905$2.0M0.00%
1080
CRCRANE COMPANY COMMON STOCK
13,038$2.0M0.00%
1081
VSTVISTRA CORP COM
16,890$2.0M0.00%
1082
CNMCORE & MAIN INC CL A
47,868$2.0M0.00%
1083
BURLBURLINGTON STORES INC COM
8,013$2.0M0.00%
1084
APOAPOLLO GLOBAL MGMT INC COM
19,938$2.0M0.00%
1085
CDWCDW CORP COM
18,459$2.0M0.00%
1086
FFEBFT VEST U.S. EQUITY BUFFER FUND - FEBRUARY
41,222$2.0M0.00%
1087
GBTCGRAYSCALE BITCOIN TRUST ETF
38,536$2.0M0.00%
1088
XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
36,028$2.0M0.00%
1089
CGCARLYLE GROUP INC COM
34,072$2.0M0.00%
1090
GWREGUIDEWIRE SOFTWARE INC COM
12,986$2.0M0.00%
1091
BTALAGF U.S. MARKET NEUTRAL ANTI-BETA FUND
162,317$2.0M0.00%
1092
STRVSTRIVE 500 ETF
56,372$2.0M0.00%
1093
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF
104,509$2.0M0.00%
1094
BMRNBIOMARIN PHARMACEUTICAL INC COM
39,027$2.0M0.00%
1095
PMLPIMCO MUN INCOME FD II COM
283,257$2.0M0.00%
1096
JHMUJOHN HANCOCK DYNAMIC MUNICIPAL BOND ETF
84,781$2.0M0.00%
1097
BOTJBANK OF THE JAMES FINL GP INC COM
141,918$2.0M0.00%
1098
ARANTERO RESOURCES CORP COM
74,707$2.0M0.00%
1099
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS
17,607$2.0M0.00%
1100
IYHISHARES U.S. HEALTHCARE ETF
22,924$1.0M0.00%
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