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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 8 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BA BOEING CO Industrials 1,926.0 $383K 0.05% $199.06 +11.9%
142 ENB ENBRIDGE INC Energy 6,930.0 $375K 0.05% +246.0 +3.7% $54.04 +0.9%
143 UBER UBER TECHNOLOGIES INC Technology 5,150.0 $370K 0.04% $71.93 -0.4%
144 CINF CINCINNATI FINL CORP Financial Services 2,342.0 $369K 0.04% $157.35 +8.2%
145 FNCL FIDELITY COVINGTON TRUST 5,186.0 $364K 0.04% -49.0 -0.9% $70.20 +8.3%
146 ABBV ABBVIE INC Healthcare 1,653.0 $360K 0.04% +28.0 +1.7% $217.49 -0.5%
147 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,813.0 $353K 0.04% +894.0 +18.2% $60.65 -11.0%
148 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 4,958.0 $350K 0.04% $70.51 -23.1%
149 VALU VALUE LINE INC Financial Services 9,474.0 $334K 0.04% -300.0 -3.1% $35.29 -3.4%
150 JBHT HUNT J B TRANS SVCS INC Industrials 1,500.0 $318K 0.04% $211.90 +28.0%
151 CPRT COPART INC Industrials 9,550.0 $317K 0.04% NEW $33.20 -8.9%
152 IT GARTNER INC Technology 2,000.0 $317K 0.04% -90.0 -4.3% $158.34 -19.5%
153 T AT&T INC Communication Services 10,718.0 $311K 0.04% +621.0 +6.2% $28.99 -24.1%
154 FISV FISERV INC Technology 5,500.0 $307K 0.04% +695.0 +14.5% $55.80 -14.2%
155 TBT PROSHARES TR 8,600.0 $302K 0.04% $35.14 -0.9%
156 BKSY BLACKSKY TECHNOLOGY INC Technology 12,000.0 $302K 0.04% $25.16 +15.2%
157 CART MAPLEBEAR INC Consumer Cyclical 8,000.0 $300K 0.04% $37.46 +18.9%
158 PFE PFIZER INC Healthcare 10,572.0 $297K 0.04% +2K +19.2% $28.08 -10.2%
159 HPQ HP INC Technology 15,007.0 $288K 0.04% $19.21 +22.3%
160 CLH CLEAN HARBORS INC Industrials 1,000.0 $287K 0.04% $286.73 +0.7%
Page 8 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%