CAPTRUST FINANCIAL ADVISORS
Top Portfolio Positions
2,050 positions ·
$28,776,843,827 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
7,815,022 | $1,983,374,433 | 6.89% | |
| NVDA |
Nvidia Corp
Technology
|
8,221,829 | $1,433,886,977 | 4.98% | |
| MSFT |
Microsoft Corp
Technology
|
3,364,178 | $1,245,317,770 | 4.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,286,433 | $945,046,673 | 3.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,705,609 | $771,767,186 | 2.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
855,551 | $556,399,037 | 1.93% | |
| AVGO |
Broadcom Inc.
Technology
|
1,630,176 | $504,555,773 | 1.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,012,388 | $485,136,329 | 1.69% | |
| ABBV |
AbbVie Inc.
Healthcare
|
1,712,695 | $372,494,035 | 1.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,190,152 | $350,095,112 | 1.22% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMP
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,767,866 | 192,997 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $93,359,264 | 190,397 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $91,299,303 | 185,851 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $93,941,817 | 176,010 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $82,281,756 | 169,965 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $84,765,518 | 159,205 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $71,553,472 | 152,303 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,249,427 | 152,741 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $62,650,883 | 142,895 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,213,033 | 53,216 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,440,072 | 52,900 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $17,487,227 | 52,647 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $14,967,008 | 48,832 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,588,307 | 46,852 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,093,610 | 44,031 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $8,065,908 | 33,936 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $11,156,872 | 37,145 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $2,867,814 | 10,858 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,633,150 | 10,580 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,284,053 | 9,826 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,494,592 | 7,691 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,098,033 | 7,125 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,067,984 | 7,118 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $694,609 | 6,778 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||