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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 9 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GILD GILEAD SCIENCES INC Healthcare 2,050.0 $286K 0.04% $139.37 -11.2%
162 ED CONSOLIDATED EDISON INC Utilities 2,500.0 $283K 0.04% $113.18 -6.0%
163 IEFA ISHARES TR 3,107.0 $281K 0.03% $90.53 +7.5%
164 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3,050.0 $281K 0.03% $92.04 -16.4%
165 KLAC KLA CORP Technology 190.0 $280K 0.03% -10.0 -5.0% $1472.41 -82.4%
166 ANET ARISTA NETWORKS INC Technology 2,275.0 $279K 0.03% -550.0 -19.5% $122.78 +38.2%
167 LPX LOUISIANA PAC CORP Basic Materials 3,800.0 $276K 0.03% $72.75 +6.6%
168 COHR COHERENT CORP Technology 1,159.0 $276K 0.03% $238.21 +63.5%
169 AVGO BROADCOM INC Technology 862.0 $267K 0.03% $309.51 +32.9%
170 UCTT ULTRA CLEAN HLDGS INC Technology 4,200.0 $261K 0.03% NEW $62.18 +95.0%
171 MPC MARATHON PETE CORP Energy 1,050.0 $256K 0.03% NEW $244.18 -0.5%
172 KEYS KEYSIGHT TECHNOLOGIES INC Technology 888.0 $251K 0.03% NEW $282.37 +28.8%
173 VTV VANGUARD INDEX FDS 1,267.0 $249K 0.03% $196.20 +10.3%
174 MA MASTERCARD INCORPORATED Financial Services 494.0 $247K 0.03% $499.66 -2.0%
175 CSX CSX CORP Industrials 6,000.0 $246K 0.03% -2K -24.3% $41.05 +11.2%
176 UBT PROSHARES TR 15,000.0 $244K 0.03% +6K +66.7% $16.30 +1.3%
177 ABT ABBOTT LABORATORIES Healthcare 2,376.0 $244K 0.03% $102.67 -13.9%
178 EXPO EXPONENT INC Industrials 3,725.0 $243K 0.03% $65.25 -12.8%
179 ADI ANALOG DEVICES INC Technology 749.0 $238K 0.03% $318.14 +36.6%
180 EW EDWARDS LIFESCIENCES CORP Healthcare 2,925.0 $234K 0.03% -400.0 -12.0% $80.08 +9.1%
Page 9 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%