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
601
SGOLABRDN PHYSICAL GOLD SHARES ETF
149,387$6.0M0.01%
602
SLBSLB LIMITED COM STK
173,662$6.0M0.01%
603
LAMRLAMAR ADVERTISING CO CL A
51,490$6.0M0.01%
604
SCHOSCHWAB SHORT-TERM US TREASURY ETF
284,955$6.0M0.01%
605
ABNBAIRBNB INC COM CL A
46,490$6.0M0.01%
606
PLDPROLOGIS INC. COM
54,693$6.0M0.01%
607
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF
135,804$6.0M0.01%
608
SPTSSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
237,962$6.0M0.01%
609
FTMHFRANKLIN MUNICIPAL HIGH YIELD ETF
586,858$6.0M0.01%
610
BWXTBWX TECHNOLOGIES INC COM
37,482$6.0M0.01%
611
LYVLIVE NATION ENTERTAINMENT INC COM
44,924$6.0M0.01%
612
MGVVANGUARD MEGA CAP VALUE ETF
45,790$6.0M0.01%
613
ETRENTERGY CORP NEW COM
69,338$6.0M0.01%
614
CELCCELCUITY INC COM
61,530$6.0M0.01%
615
TOVJLENS 500 JEWISH ADVOCACY U.S. ETF
233,726$6.0M0.01%
616
RJFRAYMOND JAMES FINL INC COM
40,158$6.0M0.01%
617
ITTITT INC COM
36,226$6.0M0.01%
618
PEGPUBLIC SVC ENTERPRISE GRP INC COM
73,308$5.0M0.01%
619
NNNNNN REIT INC COM
129,937$5.0M0.01%
620
CARRCARRIER GLOBAL CORPORATION COM
109,269$5.0M0.01%
621
MDUMDU RES GROUP INC COM
272,913$5.0M0.01%
622
PGNYPROGYNY INC COM
207,507$5.0M0.01%
623
NPCTNUVEEN CORE PLUS IMPACT FUND COM BEN INT
496,803$5.0M0.01%
624
ICSHISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
111,805$5.0M0.01%
625
HUBBHUBBELL INC COM
11,873$5.0M0.01%
626
SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
66,198$5.0M0.01%
627
PARPAR TECHNOLOGY CORP COM
150,261$5.0M0.01%
628
HWMHOWMET AEROSPACE INC COM
28,539$5.0M0.01%
629
CHRWC H ROBINSON WORLDWIDE INC COM NEW
32,610$5.0M0.01%
630
EWEDWARDS LIFESCIENCES CORP COM
59,171$5.0M0.01%
631
BSXBOSTON SCIENTIFIC CORP COM
60,090$5.0M0.01%
632
SRLNSTATE STREET BLACKSTONE SENIOR LOAN ETF
124,785$5.0M0.01%
633
PCARPACCAR INC COM
47,314$5.0M0.01%
634
AG8AGILENT TECHNOLOGIES INC COM
41,221$5.0M0.01%
635
CLOAISHARES AAA CLO ACTIVE ETF
105,230$5.0M0.01%
636
IUSVISHARES CORE S&P US VALUE ETF
56,989$5.0M0.01%
637
TPRTAPESTRY INC COM
39,186$5.0M0.01%
638
CAHCARDINAL HEALTH INC COM
27,806$5.0M0.01%
639
BARGRANITESHARES GOLD SHARES
140,717$5.0M0.01%
640
WBSWEBSTER FINL CORP COM
82,056$5.0M0.01%
641
WDCWESTERN DIGITAL CORP COM
32,637$5.0M0.01%
642
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF
48,479$5.0M0.01%
643
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF
115,583$5.0M0.01%
644
FTNTFORTINET INC COM
69,443$5.0M0.01%
645
IBUFINNOVATOR INTERNATIONAL DEVELOPED 10 BUFFER ETF - QUARTERLY
173,894$5.0M0.01%
646
FTITECHNIPFMC PLC COM
131,198$5.0M0.01%
647
DDDUPONT DE NEMOURS INC COM
128,298$5.0M0.01%
648
KGCKINROSS GOLD CORP COM
178,752$5.0M0.01%
649
GWWWW GRAINGER INC COM
5,455$5.0M0.01%
650
SNPSSYNOPSYS INC COM
11,020$5.0M0.01%
651
MLB1MERCADOLIBRE INC COM
2,667$5.0M0.01%
652
ICLRICON PLC SHS
27,544$5.0M0.01%
653
TPDSOMNIGROUP INTERNATIONAL INC COM
56,718$5.0M0.01%
654
EMEEMCOR GROUP INC COM
8,537$5.0M0.01%
655
BBYBEST BUY INC COM
78,968$5.0M0.01%
656
LNGCHENIERE ENERGY INC COM NEW
29,268$5.0M0.01%
657
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
58,619$5.0M0.01%
658
UTHUNITED THERAPEUTICS CORP DEL COM
12,309$5.0M0.01%
659
ALNYALNYLAM PHARMACEUTICALS INC COM
13,255$5.0M0.01%
660
VONEVANGUARD RUSSELL 1000 ETF
16,816$5.0M0.01%
661
KBESTATE STREET SPDR S&P BANK ETF
95,211$5.0M0.01%
662
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
145,004$5.0M0.01%
663
OMCOMNICOM GROUP INC COM
61,972$5.0M0.01%
664
BUSEFIRST BUSEY CORP COM NEW
243,180$5.0M0.01%
665
CHECHEMED CORP NEW COM
13,158$5.0M0.01%
666
EDCONSOLIDATED EDISON INC COM
52,918$5.0M0.01%
667
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND
34,049$5.0M0.01%
668
SUSAISHARES ESG OPTIMIZED MSCI USA ETF
40,269$5.0M0.01%
669
FANGDIAMONDBACK ENERGY INC COM
36,225$5.0M0.01%
670
FFORD MTR CO COM
417,579$5.0M0.01%
671
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
56,680$5.0M0.01%
672
ALCALCON AG ORD SHS
51,435$4.0M0.01%
673
JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF
72,772$4.0M0.01%
674
ILMNILLUMINA INC COM
35,854$4.0M0.01%
675
RYANRYAN SPECIALTY HOLDINGS INC CL A
79,527$4.0M0.01%
676
NUSCNUVEEN ESG SMALL-CAP ETF
96,868$4.0M0.01%
677
IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF
206,708$4.0M0.01%
678
YUMCYUM CHINA HLDGS INC COM
94,309$4.0M0.01%
679
RBLXROBLOX CORP CL A
58,204$4.0M0.01%
680
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
95,461$4.0M0.01%
681
SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
91,498$4.0M0.01%
682
NBIXNEUROCRINE BIOSCIENCES INC COM
30,928$4.0M0.01%
683
HLTHILTON WORLDWIDE HLDGS INC COM
15,736$4.0M0.01%
684
PDNINVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF
106,385$4.0M0.01%
685
TELTE CONNECTIVITY PLC ORD SHS
21,840$4.0M0.01%
686
NFGNATIONAL FUEL GAS CO COM
58,965$4.0M0.01%
687
IIININSTEEL INDS INC COM
138,184$4.0M0.01%
688
CCKCROWN HLDGS INC COM
42,878$4.0M0.01%
689
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
75,216$4.0M0.01%
690
REEVEREST GROUP LTD COM
12,684$4.0M0.01%
691
BPBP PLC SPONSORED ADR
141,724$4.0M0.01%
692
ITGARTNER INC COM
19,459$4.0M0.01%
693
GPRKGEOPARK LTD USD SHS
554,065$4.0M0.01%
694
SJMSMUCKER J M CO COM NEW
50,200$4.0M0.01%
695
AGZDWISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
194,335$4.0M0.01%
696
XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
38,401$4.0M0.01%
697
DGXQUEST DIAGNOSTICS INC COM
25,317$4.0M0.01%
698
QQNITY ELECTRONICS INC COMMON STOCK
59,159$4.0M0.01%
699
MTGMGIC INVT CORP WIS COM
145,005$4.0M0.01%
700
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
119,234$4.0M0.01%
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