CAPTRUST FINANCIAL ADVISORS

CIK
0001512024
City
RALEIGH
State / Country
NC

Top Portfolio Positions

1,670 positions · $23,230,692,755 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
6,554,107 $1,781,799,529 7.67%
MSFT
Microsoft Corp
2,770,608 $1,339,921,440 5.77%
NVDA
Nvidia Corp
6,338,378 $1,182,107,497 5.09%
GOOGL
Alphabet Inc.
2,594,348 $812,030,924 3.50%
AMZN
Amazon Com Inc
2,711,564 $625,883,202 2.69%
SPY
Spdr S&P 500 Etf Trust
797,143 $543,587,754 2.34%
AVGO
Broadcom Inc.
1,236,730 $428,032,253 1.84%
ABBV
AbbVie Inc.
1,487,949 $339,981,467 1.46%
MA
Mastercard Inc
560,288 $319,857,213 1.38%
META
Meta Platforms, Inc.
484,342 $319,709,310 1.38%

Portfolio Trend

29 quarters · across all stocks

Holdings in NKSH

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Shares Held

Position Value (USD)

14 of 14 shown
Report Date Value (USD) Shares
2025-12-31 $859,977 25,648
2025-09-30 $779,924 26,492
2023-12-31 $208,689 6,451
2022-12-31 $200,089 4,965
2022-06-30 $67,729 2,157
2022-03-31 $78,082 2,099
2021-12-31 $77,306 2,157
2021-09-30 $78,320 2,157
2021-06-30 $66,799 1,908
2021-03-31 $67,753 1,908
2020-12-31 $122,860 3,924
2020-09-30 $25,330 1,000
2020-06-30 $202,573 7,083
2020-03-31 $229,680 7,200