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Portfolio (Quarterly) Guide ↗

Capital Investment Counsel, LLC

· CIK 0002033609
13F Portfolio $730M AUM 147 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 61 Added 49 Reduced 10 Exited
Page 7 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MUB ISHARES TR 3,445.0 $366K 0.05% NEW $106.15 +1.1%
122 URI UNITED RENTALS INC Industrials 500.0 $364K 0.05% NEW $728.56 +47.8%
123 VEA VANGUARD TAX-MANAGED FDS 5,160.0 $331K 0.04% +220.0 +4.5% $64.08 +12.8%
124 V VISA INC Financial Services 1,093.0 $330K 0.04% -378.0 -25.7% $302.24 +8.3%
125 BAC BANK AMERICA CORP Financial Services 6,710.0 $327K 0.04% -273.0 -3.9% $48.75 +15.3%
126 SCHG SCHWAB STRATEGIC TR 11,129.0 $324K 0.04% +964.0 +9.5% $29.13 +16.4%
127 IWP ISHARES TR 2,482.0 $318K 0.04% -21K -89.4% $128.12 +10.8%
128 JNJ JOHNSON & JOHNSON Healthcare 1,290.0 $315K 0.04% $244.42 -6.6%
129 VYM VANGUARD WHITEHALL FDS 2,118.0 $314K 0.04% NEW $148.07 +6.9%
130 IXUS ISHARES TR 3,508.0 $304K 0.04% -102.0 -2.8% $86.64 +11.9%
131 HCA HCA HEALTHCARE INC Healthcare 640.0 $303K 0.04% $473.24 -20.7%
132 IWV ISHARES TR 761.0 $282K 0.04% -78.0 -9.3% $370.90 +14.6%
133 UNP UNION PAC CORP Industrials 1,150.0 $279K 0.04% -200.0 -14.8% $242.62 +5.9%
134 SCHX SCHWAB STRATEGIC TR 10,653.0 $273K 0.04% -299.0 -2.7% $25.64 +15.0%
135 VDE VANGUARD WORLD FD 1,545.0 $267K 0.04% NEW $173.00 -12.2%
136 SCHA SCHWAB STRATEGIC TR 8,707.0 $253K 0.04% $29.08 +21.0%
137 IJT ISHARES TR 1,728.0 $250K 0.03% $144.71 +18.0%
138 MRK MERCK & CO INC Healthcare 2,041.0 $246K 0.03% +23.0 +1.1% $120.30 -5.3%
139 ITB ISHARES TR 2,680.0 $243K 0.03% $90.55 +9.6%
140 RSP INVESCO EXCHANGE TRADED FD T 1,254.0 $241K 0.03% $191.90 +9.4%
Page 7 of 8  ·  147 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
Financial Services 19.7%
Technology 15.1%
Industrials 13.7%
Consumer Defensive 9.2%
Consumer Cyclical 9.1%
Healthcare 8.8%
Energy 8.2%
Communication Services 6.4%
Real Estate 5.0%
Utilities 4.8%