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Portfolio (Quarterly) Guide ↗

Capital Investment Counsel, LLC

· CIK 0002033609
13F Portfolio $808M AUM 156 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 56 Added 43 Reduced 12 Exited
Page 8 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RSP INVESCO EXCHANGE TRADED FD T 1,254.0 $267K 0.03% $212.74 +4.4%
142 ICLN ISHARES TR 12,883.0 $264K 0.03% NEW $20.49 -13.0%
143 MRK MERCK & CO INC Healthcare 2,041.0 $262K 0.03% $128.51 +18.4%
144 XONE BONDBLOXX ETF TRUST 5,155.0 $255K 0.03% +505.0 +10.9% $49.37 -0.0%
145 SCHM SCHWAB STRATEGIC TR 6,881.0 $254K 0.03% $36.87 -1.7%
146 HCA HCA HEALTHCARE INC Healthcare 640.0 $250K 0.03% $389.89 +4.4%
147 SCHG SCHWAB STRATEGIC TR 7,131.0 $241K 0.03% -4K -35.9% $33.84 +4.8%
148 GLD SPDR GOLD TR Financial Services 655.0 $241K 0.03% -228.0 -25.8% $368.38 +12.3%
149 SGOL ETFS GOLD TR Financial Services 6,287.0 $240K 0.03% NEW $38.23 +12.3%
150 URA GLOBAL X FDS 5,428.0 $237K 0.03% NEW $43.70 +3.0%
151 AMD CALL ADVANCED MICRO DEVICES INC Technology 400.0 $232K 0.03% NEW $580.91 -19.7%
152 VDE VANGUARD WORLD FD 1,545.0 $232K 0.03% $150.10 +19.3%
153 IXUS ISHARES TR 2,411.0 $230K 0.03% -1K -31.3% $95.44 +1.8%
154 NTRS NORTHERN TR CORP Financial Services 1,200.0 $209K 0.03% NEW $173.84 +6.6%
155 TSLA CALL TESLA INC Consumer Cyclical 300.0 $126K 0.02% -700.0 -70.0% $420.60 -16.5%
156 AMZN CALL AMAZON COM INC Consumer Cyclical 300.0 $72K 0.01% NEW $238.34 +11.5%
Page 8 of 8  ·  156 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 17.5%
Financial Services 16.5%
Industrials 14.2%
Consumer Cyclical 9.2%
Consumer Defensive 7.8%
Healthcare 7.6%
Communication Services 7.6%
Energy 6.1%
Utilities 6.0%
Real Estate 5.3%