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Portfolio (Quarterly) Guide ↗

Capital Investment Counsel, Inc

· CIK 0001418421
13F Portfolio $816M AUM 249 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 47 Added 80 Reduced 24 Exited
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TLT ISHARES TR 16,245.0 $1.4M 0.17% +850.0 +5.5% $86.69 +0.1%
22 TSLA TESLA INC Consumer Cyclical 3,474.0 $1.3M 0.16% +62.0 +1.8% $371.75 +7.7%
23 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,631.0 $1.1M 0.14% +4K +45.6% $96.47 +6.3%
24 FXI ISHARES TR 31,019.0 $1.1M 0.14% +1K +3.3% $35.90 -7.2%
25 RACE FERRARI N V Consumer Cyclical 3,300.0 $1.1M 0.14% +489.0 +17.4% $332.96 +8.8%
26 TWI TITAN INTL INC ILL Industrials 155,538.0 $1.1M 0.13% +4K +2.4% $6.91 +9.6%
27 DELL DELL TECHNOLOGIES INC Technology 6,317.0 $1.0M 0.13% +279.0 +4.6% $164.12 +149.5%
28 CRWD CROWDSTRIKE HLDGS INC Technology 2,617.0 $1.0M 0.12% +660.0 +33.7% $390.41 +75.4%
29 RY ROYAL BK CDA Financial Services 6,215.0 $1.0M 0.12% +200.0 +3.3% $161.78 +24.6%
30 LLY ELI LILLY & CO Healthcare 984.0 $905K 0.11% +200.0 +25.5% $919.77 +19.4%
31 GE GE AEROSPACE Industrials 3,139.0 $891K 0.11% +231.0 +7.9% $283.77 +26.0%
32 BND VANGUARD BD INDEX FDS 8,950.0 $659K 0.08% +4K +80.8% $73.64 -0.4%
33 BLUEROCK PVT REAL ESTATE FD 38,463.0 $639K 0.08% +2K +5.6% $16.61
34 BIDU BAIDU INC Communication Services 5,610.0 $625K 0.08% +680.0 +13.8% $111.42 +0.3%
35 GEV GE VERNOVA INC Utilities 715.0 $624K 0.08% +36.0 +5.3% $872.90 +27.1%
36 DLB DOLBY LABORATORIES INC Technology 9,955.0 $598K 0.07% +2K +20.7% $60.06 -12.9%
37 SO SOUTHERN CO Utilities 5,105.0 $493K 0.06% +300.0 +6.2% $96.52 -3.6%
38 IGV ISHARES TR 5,150.0 $412K 0.05% +4K +630.5% $80.05 +11.3%
39 ENB ENBRIDGE INC Energy 6,930.0 $375K 0.05% +246.0 +3.7% $54.04 +0.9%
40 ABBV ABBVIE INC Healthcare 1,653.0 $360K 0.04% +28.0 +1.7% $217.49 -0.5%
Page 2 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 52.2%
Consumer Defensive 17.0%
Industrials 7.2%
Communication Services 7.1%
Consumer Cyclical 6.8%
Financial Services 4.8%
Energy 2.7%
Healthcare 1.2%
Utilities 0.7%
Basic Materials 0.4%