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Portfolio (Quarterly) Guide ↗

Capital Investment Advisors, LLC

· CIK 0001582732
13F Portfolio $6.8B AUM 749 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 305 Added 282 Reduced 36 Exited
Page 5 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLI SELECT SECTOR SPDR TR 126,233.0 $20.4M 0.30% -4K -2.9% $161.73 +5.2%
82 ISHARES TR 900,558.0 $20.2M 0.29% -10K -1.1% $22.43
83 AVGO BROADCOM INC Technology 62,866.0 $19.5M 0.28% +853.0 +1.4% $309.51 +35.6%
84 WMB WILLIAMS COS INC Energy 264,557.0 $19.3M 0.28% +6K +2.3% $72.78 +6.7%
85 IYW ISHARES TR 106,084.0 $19.2M 0.28% -808.0 -0.8% $181.42 +30.0%
86 DVY ISHARES TR 123,757.0 $18.7M 0.27% +4K +3.6% $151.41 +0.6%
87 WMT WALMART INC Consumer Defensive 148,589.0 $18.5M 0.27% $124.28 +6.4%
88 AMAT APPLIED MATLS INC Technology 53,502.0 $18.3M 0.27% +2K +3.6% $341.79 +21.1%
89 META META PLATFORMS INC Communication Services 31,753.0 $18.2M 0.27% +2K +6.5% $572.13 +6.6%
90 VYMI VANGUARD WHITEHALL FDS 192,059.0 $18.1M 0.27% -6K -3.0% $94.24 +5.0%
91 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 16,412.0 $16.4M 0.24% +440.0 +2.8% $996.44 +6.8%
92 BND VANGUARD BD INDEX FDS 212,200.0 $15.6M 0.23% +10K +4.8% $73.64 -1.3%
93 QQQ INVESCO QQQ TR Financial Services 26,450.0 $15.3M 0.22% -766.0 -2.8% $577.18 +21.8%
94 IBM INTERNATIONAL BUSINESS MACHS Technology 62,775.0 $15.2M 0.22% +589.0 +0.9% $242.39 -8.6%
95 IBDR ISHARES TR 618,381.0 $15.0M 0.22% +77K +14.3% $24.24 -0.1%
96 RSP INVESCO EXCHANGE TRADED FD T 71,138.0 $13.7M 0.20% +3K +4.9% $191.92 +5.3%
97 DLR DIGITAL RLTY TR INC Real Estate 75,227.0 $13.6M 0.20% +4K +5.0% $180.21 +3.5%
98 GILD GILEAD SCIENCES INC Healthcare 97,202.0 $13.5M 0.20% -5K -5.3% $139.37 -6.4%
99 TSLA TESLA INC Consumer Cyclical 35,511.0 $13.2M 0.19% +2K +4.5% $371.75 +10.7%
100 O REALTY INCOME CORP Real Estate 213,104.0 $13.0M 0.19% +10K +5.0% $61.18 +0.6%
Page 5 of 38  ·  749 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 19.1%
Financial Services 16.9%
Healthcare 11.7%
Industrials 11.4%
Energy 8.8%
Communication Services 7.9%
Consumer Defensive 7.5%
Consumer Cyclical 6.9%
Utilities 3.8%
Real Estate 3.4%