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Portfolio (Quarterly) Guide ↗

Capital Investment Counsel, Inc

· CIK 0001418421
13F Portfolio $850M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 261 New
Page 3 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DDM PROSHARES TR 66,050.0 $3.8M 0.44% NEW $56.86 +12.4%
42 SWKS SKYWORKS SOLUTIONS INC Technology 57,259.0 $3.6M 0.43% NEW $63.41 +14.3%
43 WFC WELLS FARGO CO NEW Financial Services 38,021.0 $3.5M 0.42% NEW $93.20 -11.8%
44 KWEB KRANESHARES TRUST 101,323.0 $3.5M 0.41% NEW $34.05 -25.9%
45 TGT TARGET CORP Consumer Defensive 35,011.0 $3.4M 0.40% NEW $97.75 +33.7%
46 MS MORGAN STANLEY Financial Services 18,371.0 $3.3M 0.38% NEW $177.53 +25.7%
47 UPS UNITED PARCEL SERVICE INC Industrials 31,181.0 $3.1M 0.36% NEW $99.19 +5.7%
48 TBBK BANCORP INC DEL Financial Services 43,829.0 $3.0M 0.35% NEW $67.52 -16.8%
49 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 19,621.0 $2.9M 0.34% NEW $146.58 -26.9%
50 LRCX LAM RESEARCH CORP Technology 16,589.0 $2.8M 0.33% NEW $171.18 +127.3%
51 PAYX PAYCHEX INC Industrials 24,515.0 $2.8M 0.32% NEW $112.18 -12.4%
52 GLW CORNING INC Technology 30,400.0 $2.7M 0.31% NEW $87.56 +122.6%
53 INTC INTEL CORP Technology 71,938.0 $2.7M 0.31% NEW $36.90 +263.1%
54 ODFL OLD DOMINION FREIGHT LINE IN Industrials 16,443.0 $2.6M 0.30% NEW $156.80 +41.0%
55 UWM PROSHARES TR 51,104.0 $2.4M 0.28% NEW $47.02 +38.7%
56 SYY SYSCO CORP Consumer Defensive 31,579.0 $2.3M 0.27% NEW $73.69 +6.8%
57 XLV SELECT SECTOR SPDR TR 14,317.0 $2.2M 0.26% NEW $154.80 -3.5%
58 HP HELMERICH & PAYNE INC Energy 76,259.0 $2.2M 0.26% NEW $28.68 +21.9%
59 PYPL PAYPAL HLDGS INC Financial Services 34,794.0 $2.0M 0.24% NEW $58.38 -27.2%
60 KRE SPDR SERIES TRUST 29,114.0 $1.9M 0.22% NEW $64.81 +10.7%
Page 3 of 14  ·  261 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 53.8%
Consumer Defensive 15.6%
Communication Services 7.4%
Industrials 6.8%
Consumer Cyclical 6.8%
Financial Services 5.6%
Energy 1.8%
Healthcare 1.3%
Utilities 0.5%
Basic Materials 0.3%