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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 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 7,196.0 $1.5M 0.18% -2K -20.2% $206.90 -16.1%
42 KRE SPDR SERIES TRUST 22,319.0 $1.5M 0.18% -7K -23.3% $65.15 +10.1%
43 XLE SELECT SECTOR SPDR TR 21,789.0 $1.3M 0.16% -1K -6.1% $61.26 -12.2%
44 AKAM AKAMAI TECHNOLOGIES INC Technology 11,325.0 $1.3M 0.16% -250.0 -2.2% $114.85 +8.8%
45 V VISA INC Financial Services 4,283.0 $1.3M 0.16% -7K -61.0% $302.24 +8.3%
46 SYY SYSCO CORP Consumer Defensive 17,637.0 $1.3M 0.15% -14K -44.1% $71.33 +10.3%
47 XLI SELECT SECTOR SPDR TR 7,667.0 $1.2M 0.15% -73.0 -0.9% $161.73 +11.9%
48 EXPD EXPEDITORS INTL WASH INC Industrials 8,182.0 $1.2M 0.14% -333.0 -3.9% $143.22 +12.6%
49 TFC TRUIST FINL CORP Financial Services 22,042.0 $1.0M 0.12% -8K -27.7% $45.97 +5.1%
50 JNJ JOHNSON & JOHNSON Healthcare 3,848.0 $941K 0.12% -300.0 -7.2% $244.44 -6.6%
51 NKE NIKE INC Consumer Cyclical 17,159.0 $906K 0.11% -1K -7.9% $52.82 -14.4%
52 IYT ISHARES TR 10,942.0 $816K 0.10% -650.0 -5.6% $74.60 +12.5%
53 SLB SLB LIMITED Energy 15,521.0 $798K 0.10% -335.0 -2.1% $51.39 -6.4%
54 DE DEERE & CO Industrials 1,245.0 $701K 0.09% -20.0 -1.6% $563.30 +4.6%
55 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 23,595.0 $663K 0.08% -570.0 -2.4% $28.11 +68.4%
56 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,805.0 $623K 0.08% -340.0 -15.8% $345.15 -14.6%
57 UYG PROSHARES TR 8,255.0 $606K 0.07% -600.0 -6.8% $73.41 +15.8%
58 BP BP PLC Energy 12,640.0 $594K 0.07% -200.0 -1.6% $47.00 -16.8%
59 QQQ INVESCO QQQ TR Financial Services 813.0 $469K 0.06% -262.0 -24.4% $577.18 +28.3%
60 BEN FRANKLIN RESOURCES INC Financial Services 17,744.0 $419K 0.05% -200.0 -1.1% $23.62 +39.9%
Page 3 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%