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Portfolio (Quarterly) Guide ↗

Capital Investment Management, Inc.

· CIK 0002124549
13F Portfolio $326M AUM 132 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 47 Added 35 Reduced 7 Exited
Page 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 333,881.0 $16.8M 5.15% +3K +0.9% $50.39 +1.4%
2 SPEM SPDR INDEX SHS FDS 163,273.0 $8.5M 2.59% +2K +1.3% $51.78 +1.7%
3 IVV ISHARES TR 10,494.0 $7.9M 2.41% +5K +79.7% $748.82 +2.1%
4 BSV VANGUARD BD INDEX FDS 99,616.0 $7.8M 2.38% +554.0 +0.6% $77.91 -1.0%
5 IUSB ISHARES TR 139,876.0 $6.5M 1.98% +44K +45.5% $46.15 -2.1%
6 TFI SPDR SERIES TRUST 109,860.0 $5.0M 1.54% +18K +20.0% $45.80 -3.3%
7 IVW ISHARES TR 35,664.0 $4.9M 1.50% +306.0 +0.9% $137.53 +0.4%
8 SPTL SPDR SERIES TRUST 179,774.0 $4.7M 1.45% +2K +1.3% $26.23 -4.6%
9 VMBS VANGUARD SCOTTSDALE FDS 81,279.0 $3.8M 1.17% +434.0 +0.5% $46.81 -2.1%
10 SPMD SPDR SERIES TRUST 54,711.0 $3.7M 1.13% +377.0 +0.7% $67.56 -3.3%
11 BLV VANGUARD BD INDEX FDS 53,395.0 $3.7M 1.13% +381.0 +0.7% $68.93 -4.8%
12 CGHM CAPITAL GRP FIXED INCM ETF T 140,319.0 $3.6M 1.11% +26K +22.6% $25.85 -3.0%
13 CGMU CAPITAL GRP FIXED INCM ETF T 125,713.0 $3.5M 1.06% +20K +19.5% $27.47 -2.3%
14 CGDV CAPITAL GROUP DIVIDEND VALUE 61,044.0 $3.0M 0.92% +9K +16.8% $49.28 +0.5%
15 DYNF BLACKROCK ETF TRUST 42,885.0 $2.9M 0.89% +3K +8.1% $68.01 +1.6%
16 GWX SPDR INDEX SHS FDS 61,018.0 $2.7M 0.82% +879.0 +1.5% $43.76 +5.0%
17 CGUS CAPITAL GROUP CORE EQUITY ET 59,700.0 $2.7M 0.81% +4K +6.3% $44.48 +0.5%
18 CGGE CAPITAL GROUP GLOBAL EQUITY 72,711.0 $2.6M 0.79% +8K +11.8% $35.24 -1.1%
19 EMHC SPDR SERIES TRUST 100,689.0 $2.6M 0.79% +4K +4.1% $25.44 -2.8%
20 GOOG ALPHABET INC 6,751.0 $2.4M 0.73% +1K +22.7% $353.33
Page 1 of 3  ·  47 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 43.1%
Financial Services 12.9%
Industrials 9.9%
Healthcare 9.0%
Consumer Cyclical 5.2%
Energy 5.2%
Communication Services 4.4%
Utilities 3.9%
Consumer Defensive 3.7%
Basic Materials 2.8%