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Portfolio (Quarterly) Guide ↗

Capital Investment Counsel, Inc

· CIK 0001418421
13F Portfolio $929M AUM 266 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 44 Added 98 Reduced 13 Exited
Page 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BP BP PLC Energy 11,855.0 $438K 0.05% -785.0 -6.2% $36.95 +16.0%
82 BIDU BAIDU INC Communication Services 3,585.0 $410K 0.04% -2K -36.1% $114.29 -8.9%
83 ABBV ABBVIE INC Healthcare 1,610.0 $405K 0.04% -43.0 -2.6% $251.64 -0.5%
84 BA BOEING CO Industrials 1,869.0 $405K 0.04% -57.0 -3.0% $216.50 +4.4%
85 AME AMETEK INC Industrials 1,500.0 $363K 0.04% -300.0 -16.7% $241.94 +5.1%
86 ENB ENBRIDGE INC Energy 6,684.0 $362K 0.04% -246.0 -3.5% $54.22 -6.7%
87 NTR NUTRIEN LTD Basic Materials 5,315.0 $335K 0.04% -80.0 -1.5% $62.98 +8.4%
88 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,713.0 $329K 0.04% -100.0 -1.7% $57.62 +12.2%
89 PEP PEPSICO INC Consumer Defensive 2,340.0 $317K 0.03% -301.0 -11.4% $135.40 +2.1%
90 CPRT COPART INC Industrials 8,975.0 $253K 0.03% -575.0 -6.0% $28.19 +12.5%
91 PFE PFIZER INC Healthcare 10,372.0 $250K 0.03% -200.0 -1.9% $24.08 +11.6%
92 MA MASTERCARD INCORPORATED Financial Services 484.0 $249K 0.03% -10.0 -2.0% $513.60 +9.5%
93 BB BLACKBERRY LTD Technology 19,215.0 $243K 0.03% -3K -13.9% $12.65 -31.0%
94 ANET ARISTA NETWORKS INC Technology 1,275.0 $217K 0.02% -1K -44.0% $169.88 +18.8%
95 IVV ISHARES TR 276.0 $206K 0.02% -12.0 -4.2% $747.99 +3.8%
96 NXT NEXTPOWER INC Technology 1,682.0 $200K 0.02% -75.0 -4.3% $119.15 -16.8%
97 QUAL ISHARES TR 491.0 $108K 0.01% -188.0 -27.7% $219.43 +2.4%
98 IEF ISHARES TR 295.0 $28K 0.00% -30.0 -9.2% $94.65 -1.9%
Page 5 of 5  ·  98 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 58.1%
Consumer Defensive 14.0%
Communication Services 7.0%
Industrials 6.4%
Consumer Cyclical 6.0%
Financial Services 4.6%
Energy 1.6%
Healthcare 1.2%
Utilities 0.7%
Basic Materials 0.3%