Stock Taper

CAPTRUST FINANCIAL ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Wells Fargo & CompanyWFC1.07M$88.18M
Berkshire Hathaway Inc.BRK-B1.07M$533.28M
Freeport-McMoRan Inc.FCX1.07M$67.02M
Booz Allen Hamilton Holding CorporationBAH1.02M$62.12M
NatWest Group plcNWG1.01M$17.88M
Energy Transfer LPET1.01M$19.33M
Flowserve CorporationFLS998.63K$74.06M
QUALCOMM IncorporatedQCOM985.06K$182.03M
Ondas Holdings Inc.ONDS958.88K$7.9M
Broadstone Net Lease, Inc.BNL950.65K$19.65M
Williams-Sonoma, Inc.WSM946.04K$220.52M
W. P. Carey Inc.WPC941.27K$67.3M
Lam Research CorporationLRCX937.68K$406.33M
Citigroup Inc.C915.97K$128.2M
Palantir Technologies Inc.PLTR893.04K$104.19M
Dollar General CorporationDG878.17K$101.09M
EOG Resources, Inc.EOG854.2K$110.82M
CNX Resources CorporationCNX843.01K$28.6M
Visa Inc.V839.64K$288.07M
Altria Group, Inc.MO826.58K$59.47M