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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 10 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GILD GILEAD SCIENCES INC Healthcare 2,050.0 $259K 0.03% $126.34 +10.0%
182 CPRT COPART INC Industrials 8,975.0 $253K 0.03% -575.0 -6.0% $28.19 +12.5%
183 PFE PFIZER INC Healthcare 10,372.0 $250K 0.03% -200.0 -1.9% $24.08 +11.6%
184 MA MASTERCARD INCORPORATED Financial Services 484.0 $249K 0.03% -10.0 -2.0% $513.60 +9.5%
185 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 4,958.0 $247K 0.03% $49.86 +26.9%
186 UBT PROSHARES TR 15,000.0 $245K 0.03% $16.31 -10.5%
187 MO ALTRIA GROUP INC Consumer Defensive 3,384.0 $243K 0.03% $71.95 -11.1%
188 BB BLACKBERRY LTD Technology 19,215.0 $243K 0.03% -3K -13.9% $12.65 -31.0%
189 CDNS CADENCE DESIGN SYSTEM INC Technology 640.0 $240K 0.03% NEW $375.32 -13.8%
190 T AT&T INC Communication Services 11,393.0 $236K 0.03% +675.0 +6.3% $20.70 +19.3%
191 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3,050.0 $234K 0.03% $76.88 -2.5%
192 MRK MERCK & CO INC Healthcare 1,816.0 $233K 0.03% NEW $128.46 +5.8%
193 FDMO FIDELITY COVINGTON TRUST 2,360.0 $233K 0.03% $98.57 -0.9%
194 EDV VANGUARD WORLD FD 3,500.0 $228K 0.03% $65.08 -10.0%
195 EXPO EXPONENT INC Industrials 3,725.0 $219K 0.02% $58.76 +12.6%
196 TJX TJX COS INC NEW Consumer Cyclical 1,438.0 $218K 0.02% $151.50 -0.4%
197 HWM HOWMET AEROSPACE INC Industrials 810.0 $218K 0.02% NEW $268.86 +7.5%
198 ANET ARISTA NETWORKS INC Technology 1,275.0 $217K 0.02% -1K -44.0% $169.88 +18.8%
199 FDN FIRST TR EXCHANGE-TRADED FD 800.0 $212K 0.02% NEW $264.72 +8.4%
200 FQAL FIDELITY COVINGTON TRUST 2,570.0 $209K 0.02% $81.36 +4.1%
Page 10 of 14  ·  266 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%