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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 3 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DDM PROSHARES TR 65,550.0 $3.4M 0.42% -500.0 -0.8% $52.05 +22.8%
42 HII HUNTINGTON INGALLS INDS INC Industrials 8,960.0 $3.4M 0.42% -11K -55.6% $379.89 -24.9%
43 ADP AUTOMATIC DATA PROCESSING IN Industrials 16,667.0 $3.4M 0.41% +200.0 +1.2% $203.18 +7.5%
44 KWEB KRANESHARES TRUST 112,170.0 $3.2M 0.39% +11K +10.7% $28.43 -11.2%
45 INTC INTEL CORP Technology 69,018.0 $3.0M 0.37% -3K -4.1% $44.13 +203.6%
46 TBBK BANCORP INC DEL Financial Services 56,378.0 $3.0M 0.37% +13K +28.6% $53.73 +4.5%
47 UPS UNITED PARCEL SVCS INC Industrials 30,159.0 $3.0M 0.36% -1K -3.3% $98.38 +6.6%
48 WFC WELLS FARGO & CO Financial Services 36,960.0 $2.9M 0.36% -1K -2.8% $79.61 +3.3%
49 MS MORGAN STANLEY Financial Services 17,426.0 $2.9M 0.35% -945.0 -5.1% $164.57 +35.6%
50 PAYX PAYCHEX INC Industrials 30,270.0 $2.8M 0.34% +6K +23.5% $92.12 +6.6%
51 ODFL OLD DOMINION FREIGHT LINE IN Industrials 13,441.0 $2.6M 0.32% -3K -18.3% $195.40 +13.1%
52 DUK DUKE ENERGY CORP NEW Utilities 18,863.0 $2.5M 0.30% +4K +29.4% $130.94 -5.4%
53 HP HELMERICH & PAYNE INC Energy 68,009.0 $2.5M 0.30% -8K -10.8% $36.03 -2.9%
54 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 19,086.0 $2.4M 0.29% -535.0 -2.7% $125.46 -14.6%
55 UWM PROSHARES TR 49,354.0 $2.3M 0.28% -2K -3.4% $46.67 +39.7%
56 XLV SELECT SECTOR SPDR TR 13,917.0 $2.0M 0.25% -400.0 -2.8% $146.61 +1.9%
57 TMF DIREXION SHARES ETF TRUST 53,200.0 $1.9M 0.23% +4K +8.1% $36.06 +0.8%
58 MCD MCDONALDS CORP Consumer Cyclical 6,055.0 $1.9M 0.23% +150.0 +2.5% $310.81 -10.4%
59 KLIC KULICKE & SOFFA INDS INC Technology 28,340.0 $1.9M 0.23% $65.72 +85.4%
60 VZ VERIZON COMMUNICATIONS INC Communication Services 36,309.0 $1.8M 0.22% -639.0 -1.7% $50.20 -9.6%
Page 3 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%