Análisis de declaraciones
Captrust Financial Advisors
13F-HR · período Q1 2026 · presentado May 15, 2026
$57.30BValor 13F declarado
3,116Posiciones
+288Nuevo
1662Incrementada
772Reducida
−110Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| SECU | $75.76M | 0.1% |
| BKGI | $36.88M | 0.1% |
| TIGO Millicom International… | $36.21M | 0.1% |
| FRMI Fermi Inc. Common Stock | $9.26M | 0.0% |
| FLCO | $7.57M | 0.0% |
| IVES | $7.40M | 0.0% |
| PRM Perimeter Solutions, Inc. | $4.49M | 0.0% |
| TIMB TIM S.A. | $3.86M | 0.0% |
| GTX Garrett Motion Inc. | $3.65M | 0.0% |
| XPEL XPEL, Inc. | $3.56M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| NVDA NVIDIA Corporation | ▲ Add | +26.7% | $1.40B |
| AAPL Apple Inc. | ▲ Add | +18.8% | $1.98B |
| VEA Vanguard FTSE Developed… | ▲ Add | +7.2% | $2.07B |
| FNDX Schwab Fundamental U.S. Large… | ▲ Add | +28.5% | $765.69M |
| AMZN Amazon.com, Inc. | ▲ Add | +36.6% | $771.45M |
| TSM Taiwan Semiconductor… | ▲ Add | +206.8% | $199.56M |
| GOOGL Alphabet Inc. | ▲ Add | +26.7% | $944.92M |
| MGK Vanguard Morningstar Mega Cap… | ▼ Trim | -18.3% | $319.40M |
| CVX Chevron Corporation | ▲ Add | +13.9% | $323.06M |
| PWR Quanta Services, Inc. | ▲ Add | +1593.0% | $108.41M |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.