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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 2,641.0 $410K 0.05% -2K -38.9% $155.26 -8.5%
62 NTR NUTRIEN LTD Basic Materials 5,395.0 $406K 0.05% -100.0 -1.8% $75.25 -16.5%
63 AME AMETEK INC Industrials 1,800.0 $386K 0.05% -325.0 -15.3% $214.36 +10.8%
64 FNCL FIDELITY COVINGTON TRUST 5,186.0 $364K 0.04% -49.0 -0.9% $70.20 +8.3%
65 VALU VALUE LINE INC Financial Services 9,474.0 $334K 0.04% -300.0 -3.1% $35.29 -3.4%
66 IT GARTNER INC Technology 2,000.0 $317K 0.04% -90.0 -4.3% $158.34 -19.5%
67 KLAC KLA CORP Technology 190.0 $280K 0.03% -10.0 -5.0% $1472.41 -82.4%
68 ANET ARISTA NETWORKS INC Technology 2,275.0 $279K 0.03% -550.0 -19.5% $122.78 +38.2%
69 CSX CSX CORP Industrials 6,000.0 $246K 0.03% -2K -24.3% $41.05 +11.2%
70 EW EDWARDS LIFESCIENCES CORP Healthcare 2,925.0 $234K 0.03% -400.0 -12.0% $80.08 +9.1%
71 MO ALTRIA GROUP INC Consumer Defensive 3,384.0 $223K 0.03% -1K -22.8% $65.99 +4.7%
72 HOLOGIC INC 2,893.0 $219K 0.03% -2K -40.7% $75.59
73 MDT MEDTRONIC PLC Healthcare 2,413.0 $209K 0.03% -225.0 -8.5% $86.65 -8.4%
74 IVV ISHARES TR 288.0 $188K 0.02% -2.0 -0.7% $654.16 +14.7%
75 ESRT EMPIRE ST RLTY TR INC Real Estate 29,075.0 $151K 0.02% -665.0 -2.2% $5.20 +0.8%
76 VOO VANGUARD INDEX FDS 215.0 $128K 0.02% -20.0 -8.5% $597.55 +15.2%
77 DVY ISHARES TR 800.0 $121K 0.01% -234.0 -22.6% $151.41 +1.2%
78 IWF ISHARES TR 275.0 $117K 0.01% -54.0 -16.4% $426.40 -71.1%
79 F FORD MTR CO Consumer Cyclical 10,154.0 $117K 0.01% -488.0 -4.6% $11.54 +21.8%
80 BB BLACKBERRY LTD Technology 22,315.0 $72K 0.01% -2K -8.8% $3.24 +158.6%
Page 4 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%