Análisis de declaraciones
Captrust Financial Advisors
13F-HR · período Q2 2026 · presentado Aug 13, 2026
$65.48BValor 13F declarado
3,420Posiciones
+330Nuevo
1612Incrementada
999Reducida
−97Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| HONA Honeywell Aerospace Inc | $37.09M | 0.1% |
| FDXF FedEx Freight Holding… | $9.42M | 0.0% |
| SPCX Space Exploration… | $7.56M | 0.0% |
| SIXH | $5.86M | 0.0% |
| CROX Crocs, Inc. | $5.47M | 0.0% |
| SLDE Slide Insurance Holdings… | $3.91M | 0.0% |
| VXX iPath Series B S&P 500 VIX… | $3.39M | 0.0% |
| SEMG | $3.07M | 0.0% |
| SIXL | $2.58M | 0.0% |
| SIXS | $2.21M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| IVV iShares Core S&P 500 ETF | ▲ Add | +8.2% | $3.48B |
| AAPL Apple Inc. | ▲ Add | +4.3% | $2.35B |
| NVDA NVIDIA Corporation | ▲ Add | +9.6% | $1.76B |
| GOOGL Alphabet Inc. | ▲ Add | +6.6% | $1.25B |
| AVGO Broadcom Inc. | ▲ Add | +27.0% | $781.76M |
| PANW Palo Alto Networks, Inc. | ▼ Trim | -1.1% | $415.25M |
| LRCX Lam Research Corporation | ▲ Add | +3.9% | $406.33M |
| LLY Eli Lilly and Company | ▲ Add | +52.8% | $370.57M |
| VTV Vanguard Morningstar Value ETF | ▲ Add | +1.9% | $1.48B |
| AMZN Amazon.com, Inc. | ▲ Add | +5.3% | $929.62M |
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.