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Portfolio (Quarterly) Guide ↗

CAPTRUST FINANCIAL ADVISORS

· CIK 0001512024
13F Portfolio $52.6B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2735 New
Page 3 of 137  ·  2,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GILD GILEAD SCIENCES INC COM Healthcare 1,936,138.0 $237.6M 0.45% NEW $122.74 +6.3%
42 V VISA INC COM CL A Financial Services 664,101.0 $232.9M 0.44% NEW $350.71 -5.7%
43 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 2,563,633.0 $230.7M 0.44% NEW $90.00 +11.3%
44 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1,506,277.0 $224.0M 0.43% NEW $148.69 +9.1%
45 IWF ISHARES RUSSELL 1000 GROWTH ETF 466,486.0 $220.8M 0.42% NEW $473.30 -73.7%
46 CVX CHEVRON CORPORATION COM Energy 1,371,010.0 $209.0M 0.40% NEW $152.41 +25.3%
47 FLXR TCW FLEXIBLE INCOME ETF 5,169,200.0 $204.7M 0.39% NEW $39.60 -1.2%
48 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 2,007,142.0 $201.5M 0.38% NEW $100.38 +0.2%
49 QCOM QUALCOMM INC COM Technology 1,161,390.0 $198.7M 0.38% NEW $171.05 +18.4%
50 XOM EXXON MOBIL CORP COM Energy 1,632,385.0 $196.4M 0.37% NEW $120.34 +29.9%
51 IAU ISHARES GOLD TRUST Financial Services 2,410,855.0 $195.7M 0.37% NEW $81.17 +5.2%
52 CSCO CISCO SYS INC COM Technology 2,517,777.0 $193.9M 0.37% NEW $77.03 +53.4%
53 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 7,834,234.0 $180.0M 0.34% NEW $22.97 -2.0%
54 LLY ELI LILLY & CO COM Healthcare 165,789.0 $178.2M 0.34% NEW $1074.68 -3.1%
55 MRK MERCK & CO INC COM Healthcare 1,665,219.0 $175.3M 0.33% NEW $105.26 +10.1%
56 KR KROGER CO COM Consumer Defensive 2,782,775.0 $173.9M 0.33% NEW $62.48 +7.3%
57 LRCX LAM RESEARCH CORP COM NEW Technology 998,116.0 $170.9M 0.33% NEW $171.18 +76.6%
58 GRMN GARMIN LTD SHS Technology 839,433.0 $170.3M 0.32% NEW $202.85 +18.2%
59 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,153,365.0 $166.0M 0.32% NEW $143.97 +24.1%
60 AMGN AMGEN INC COM Healthcare 498,265.0 $163.1M 0.31% NEW $327.31 +3.1%
Page 3 of 137  ·  2,735 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.9%
Financial Services 19.6%
Healthcare 10.1%
Communication Services 8.7%
Industrials 8.2%
Consumer Cyclical 7.9%
Consumer Defensive 5.1%
Energy 3.4%
Utilities 2.1%
Real Estate 2.0%