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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 10 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COP CONOCOPHILLIPS Energy 1,750.0 $231K 0.03% NEW $132.00 -18.4%
182 TJX TJX COS INC NEW Consumer Cyclical 1,438.0 $230K 0.03% $159.70 +2.6%
183 EDV VANGUARD WORLD FD 3,500.0 $227K 0.03% $64.95 +1.0%
184 PSX PHILLIPS 66 Energy 1,234.0 $225K 0.03% NEW $182.18 -8.8%
185 MO ALTRIA GROUP INC Consumer Defensive 3,384.0 $223K 0.03% -1K -22.8% $65.99 +4.7%
186 HOLOGIC INC 2,893.0 $219K 0.03% -2K -40.7% $75.59
187 QLD PROSHARES TR 3,550.0 $217K 0.03% +650.0 +22.4% $61.00 +60.5%
188 JD JD.COM INC Consumer Cyclical 7,259.0 $215K 0.03% NEW $29.57 -6.8%
189 IWM ISHARES TR 865.0 $215K 0.03% $248.00 +19.2%
190 NXT NEXTPOWER INC Technology 1,757.0 $212K 0.03% NEW $120.56 +4.4%
191 MDT MEDTRONIC PLC Healthcare 2,413.0 $209K 0.03% -225.0 -8.5% $86.65 -8.4%
192 AGG ISHARES TR 2,100.0 $208K 0.03% $99.27 -0.4%
193 CARR CARRIER GLOBAL CORPORATION Industrials 3,600.0 $203K 0.03% NEW $56.31 +27.5%
194 ACN ACCENTURE PLC IRELAND Technology 1,015.0 $201K 0.03% +50.0 +5.2% $198.29 -35.5%
195 RIG TRANSOCEAN LTD Energy 29,550.0 $196K 0.02% $6.63 -19.9%
196 FDMO FIDELITY COVINGTON TRUST 2,360.0 $189K 0.02% $80.10 +22.1%
197 IVV ISHARES TR 288.0 $188K 0.02% -2.0 -0.7% $654.16 +14.7%
198 FQAL FIDELITY COVINGTON TRUST 2,570.0 $187K 0.02% $72.60 +11.4%
199 TLH ISHARES TR 1,766.0 $178K 0.02% $100.72 -0.2%
200 HYG ISHARES TR 2,162.0 $172K 0.02% $79.56 +0.6%
Page 10 of 13  ·  249 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%