Holdings
Captrust Financial Advisors
As of Jun 30, 2026, Captrust Financial Advisors reported 2,030 positions worth US$31B. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 8.12M | US$2.35B | +336K | Jun 30, 2026 |
| Nvidia Corporation | 8.8M | US$1.76B | +768K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4.71M | US$1.68B | +305K | Jun 30, 2026 |
| Microsoft Corp. | 3.62M | US$1.35B | +281K | Jun 30, 2026 |
| Amazon.com, Inc. | 3.9M | US$930M | +196K | Jun 30, 2026 |
| Broadcom Inc. | 2.07M | US$782M | +440K | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1.19M | US$593M | +60,673 | Jun 30, 2026 |
| Abbvie Inc. | 1.82M | US$457M | +106K | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1.34M | US$439M | +152K | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 1.22M | US$415M | −13,842 | Jun 30, 2026 |