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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 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TGT TARGET CORP Consumer Defensive 34,573.0 $4.2M 0.51% -438.0 -1.2% $121.20 +7.9%
22 XBI SPDR SERIES TRUST 30,790.0 $3.9M 0.48% -400.0 -1.3% $127.73 +10.2%
23 SAP SAP SE Technology 22,460.0 $3.8M 0.47% -200.0 -0.9% $171.21 -9.3%
24 AMD ADVANCED MICRO DEVICES INC Technology 17,430.0 $3.5M 0.43% -200.0 -1.1% $203.43 +164.2%
25 DIS DISNEY WALT CO Communication Services 36,038.0 $3.5M 0.43% -1K -3.4% $96.38 +7.8%
26 DDM PROSHARES TR 65,550.0 $3.4M 0.42% -500.0 -0.8% $52.05 +22.8%
27 HII HUNTINGTON INGALLS INDS INC Industrials 8,960.0 $3.4M 0.42% -11K -55.6% $379.89 -24.9%
28 INTC INTEL CORP Technology 69,018.0 $3.0M 0.37% -3K -4.1% $44.13 +203.6%
29 UPS UNITED PARCEL SVCS INC Industrials 30,159.0 $3.0M 0.36% -1K -3.3% $98.38 +6.6%
30 WFC WELLS FARGO & CO Financial Services 36,960.0 $2.9M 0.36% -1K -2.8% $79.61 +3.3%
31 MS MORGAN STANLEY Financial Services 17,426.0 $2.9M 0.35% -945.0 -5.1% $164.57 +35.6%
32 ODFL OLD DOMINION FREIGHT LINE IN Industrials 13,441.0 $2.6M 0.32% -3K -18.3% $195.40 +13.1%
33 HP HELMERICH & PAYNE INC Energy 68,009.0 $2.5M 0.30% -8K -10.8% $36.03 -2.9%
34 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 19,086.0 $2.4M 0.29% -535.0 -2.7% $125.46 -14.6%
35 UWM PROSHARES TR 49,354.0 $2.3M 0.28% -2K -3.4% $46.67 +39.7%
36 XLV SELECT SECTOR SPDR TR 13,917.0 $2.0M 0.25% -400.0 -2.8% $146.61 +1.9%
37 VZ VERIZON COMMUNICATIONS INC Communication Services 36,309.0 $1.8M 0.22% -639.0 -1.7% $50.20 -9.6%
38 MU MICRON TECHNOLOGY INC Technology 5,150.0 $1.7M 0.21% -700.0 -12.0% $337.84 +235.7%
39 JPM JPMORGAN CHASE & CO Financial Services 5,683.0 $1.7M 0.20% -40.0 -0.7% $294.16 +10.6%
40 NOC NORTHROP GRUMMAN CORP Industrials 2,320.0 $1.6M 0.19% -100.0 -4.1% $682.24 -23.6%
Page 2 of 4  ·  80 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%