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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 10 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VTV VANGUARD INDEX FDS 1,267.0 $242K 0.03% NEW $190.99 +13.4%
182 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,077.0 $240K 0.03% NEW $223.24 -38.4%
183 CLH CLEAN HARBORS INC Industrials 1,000.0 $234K 0.03% NEW $234.48 +23.1%
184 BX BLACKSTONE INC Financial Services 1,500.0 $231K 0.03% NEW $154.14 -19.7%
185 EDV VANGUARD WORLD FD 3,500.0 $228K 0.03% NEW $65.01 +0.9%
186 BKSY BLACKSKY TECHNOLOGY INC Technology 12,000.0 $225K 0.03% NEW $18.75 +54.6%
187 PFE PFIZER INC Healthcare 8,872.0 $221K 0.03% NEW $24.90 +1.2%
188 TJX TJX COS INC NEW Consumer Cyclical 1,438.0 $221K 0.03% NEW $153.61 +6.6%
189 COHR COHERENT CORP Technology 1,159.0 $214K 0.03% NEW $184.57 +111.1%
190 IWM ISHARES TR 865.0 $213K 0.03% NEW $246.16 +20.1%
191 CG CARLYLE GROUP INC Financial Services 3,600.0 $213K 0.03% NEW $59.11 -24.2%
192 AGG ISHARES TR 2,100.0 $210K 0.03% NEW $99.88 -1.0%
193 QLD PROSHARES TR 2,900.0 $204K 0.02% NEW $70.41 +39.1%
194 ADI ANALOG DEVICES INC Technology 749.0 $203K 0.02% NEW $271.20 +60.2%
195 IVV ISHARES TR 290.0 $199K 0.02% NEW $685.34 +9.5%
196 FDMO FIDELITY COVINGTON TRUST 2,360.0 $198K 0.02% NEW $83.96 +16.5%
197 FQAL FIDELITY COVINGTON TRUST 2,570.0 $194K 0.02% NEW $75.59 +7.0%
198 ESRT EMPIRE ST RLTY TR INC Real Estate 29,740.0 $194K 0.02% NEW $6.52 -19.6%
199 TLH ISHARES TR 1,766.0 $180K 0.02% NEW $101.67 -1.2%
200 HYG ISHARES TR 2,162.0 $174K 0.02% NEW $80.63 -0.8%
Page 10 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%