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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 12 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IJR ISHARES TR 496.0 $62K 0.01% $124.31 +15.2%
222 SDY SPDR SERIES TRUST 370.0 $54K 0.01% $145.94 +3.1%
223 ITOT ISHARES TR 342.0 $49K 0.01% $142.43 +15.0%
224 PDP INVESCO EXCHANGE TRADED FD T 392.0 $47K 0.01% $120.74 +25.0%
225 EXI ISHARES TR 247.0 $45K 0.01% $181.01 +9.9%
226 POWW OUTDOOR HOLDING CO Industrials 22,100.0 $44K 0.01% $2.01 +6.5%
227 XLY SELECT SECTOR SPDR TR 400.0 $44K 0.01% $108.98 +7.5%
228 XLF SELECT SECTOR SPDR TR 875.0 $43K 0.01% $49.37 +8.5%
229 IJK ISHARES TR 410.0 $41K 0.01% $100.62 +14.9%
230 IXJ ISHARES TR 433.0 $41K 0.01% $93.54 -0.6%
231 EMB ISHARES TR 390.0 $37K 0.00% $93.93 +3.0%
232 IJJ ISHARES TR 266.0 $35K 0.00% $132.50 +9.3%
233 XLK SELECT SECTOR SPDR TR 250.0 $33K 0.00% $132.90 +44.0%
234 BBCA J P MORGAN EXCHANGE TRADED F 345.0 $32K 0.00% $94.06 +6.4%
235 IJS ISHARES TR 268.0 $32K 0.00% $118.45 +12.6%
236 IEF ISHARES TR 325.0 $31K 0.00% $95.29 -1.0%
237 IXUS ISHARES TR 300.0 $26K 0.00% $86.64 +11.9%
238 XLU SELECT SECTOR SPDR TR 552.0 $25K 0.00% $45.89 -2.5%
239 IEI ISHARES TR 204.0 $24K 0.00% $118.60 -1.2%
240 JEPI J P MORGAN EXCHANGE TRADED F 350.0 $20K 0.00% $56.68 -1.0%
Page 12 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%