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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 7 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FLEX FLEX LTD Technology 8,860.0 $535K 0.06% NEW $60.42 +144.3%
122 LYV LIVE NATION ENTERTAINMENT IN Communication Services 3,730.0 $532K 0.06% NEW $142.50 +20.2%
123 DLB DOLBY LABORATORIES INC Technology 8,245.0 $529K 0.06% NEW $64.22 -18.5%
124 IT GARTNER INC Technology 2,090.0 $527K 0.06% NEW $252.28 -49.5%
125 NUE NUCOR CORP Basic Materials 3,055.0 $498K 0.06% NEW $163.11 +49.5%
126 CL COLGATE PALMOLIVE CO Consumer Defensive 6,000.0 $474K 0.06% NEW $79.02 +13.2%
127 TNA DIREXION SHS ETF TR 10,120.0 $461K 0.05% NEW $45.54 +57.6%
128 PNFP PINNACLE FINL PARTNERS INC Financial Services 4,759.0 $454K 0.05% NEW $95.41 +0.7%
129 FORTINET INC 5,625.0 $447K 0.05% NEW $79.41
130 BP BP PLC Energy 12,840.0 $446K 0.05% NEW $34.73 +12.6%
131 GEV GE VERNOVA INC Utilities 679.0 $444K 0.05% NEW $653.57 +69.8%
132 AME AMETEK INC Industrials 2,125.0 $436K 0.05% NEW $205.31 +15.6%
133 ESLT ELBIT SYS LTD Industrials 755.0 $435K 0.05% NEW $576.22 +36.8%
134 MRK MERCK & CO INC Healthcare 4,100.0 $432K 0.05% NEW $105.25 +8.2%
135 ROK ROCKWELL AUTOMATION INC Industrials 1,105.0 $430K 0.05% NEW $389.07 +21.8%
136 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7,459.0 $429K 0.05% NEW $57.49 +30.6%
137 BEN FRANKLIN RESOURCES INC Financial Services 17,944.0 $429K 0.05% NEW $23.89 +38.3%
138 UBER UBER TECHNOLOGIES INC Technology 5,150.0 $421K 0.05% NEW $81.71 -12.3%
139 SO SOUTHERN CO Utilities 4,805.0 $419K 0.05% NEW $87.20 +6.8%
140 BA BOEING CO Industrials 1,926.0 $418K 0.05% NEW $217.15 +2.6%
Page 7 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%