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Portfolio (Quarterly) Guide ↗

Capital Investment Management, Inc.

· CIK 0002124549
13F Portfolio $291M AUM 125 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 70 Added 28 Reduced 8 Exited
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SRLN SSGA ACTIVE ETF TR 54,808.0 $2.2M 0.76% +8K +17.7% $40.14 +0.1%
22 BND VANGUARD BD INDEX FDS 29,686.0 $2.2M 0.75% +5K +18.7% $73.64 +0.0%
23 CGUS CAPITAL GROUP CORE EQUITY ET 56,136.0 $2.2M 0.74% +8K +15.5% $38.42 +13.2%
24 RWO SPDR INDEX SHS FDS 46,495.0 $2.1M 0.73% +1K +2.6% $45.77 +10.2%
25 AAPL APPLE INC Technology 8,183.0 $2.1M 0.71% +523.0 +6.8% $253.80 +11.8%
26 AGG ISHARES TR 20,485.0 $2.0M 0.70% +778.0 +4.0% $99.27 +0.1%
27 CGGE CAPITAL GROUP GLOBAL EQUITY 65,024.0 $2.0M 0.68% +8K +15.0% $30.50 +12.6%
28 NVDA NVIDIA CORPORATION Technology 11,262.0 $2.0M 0.68% +1K +11.4% $174.40 +10.4%
29 EFV ISHARES TR 25,501.0 $1.9M 0.65% +847.0 +3.4% $74.35 +2.3%
30 VTI VANGUARD INDEX FDS 5,815.0 $1.9M 0.64% +95.0 +1.7% $320.84 +13.0%
31 MSFT MICROSOFT CORP Technology 4,941.0 $1.8M 0.63% +344.0 +7.5% $370.19 +0.7%
32 IEFA ISHARES TR 19,672.0 $1.8M 0.61% +4K +29.1% $90.53 +5.5%
33 TLH ISHARES TR 16,080.0 $1.6M 0.56% +2K +11.5% $100.72 +0.5%
34 GOOG ALPHABET INC Communication Services 5,501.0 $1.6M 0.54% +401.0 +7.9% $286.85 +16.7%
35 MBB ISHARES TR 15,358.0 $1.5M 0.50% +2K +12.6% $94.95 -0.0%
36 QUAL ISHARES TR 7,145.0 $1.4M 0.47% +429.0 +6.4% $191.81 +11.4%
37 CGDG CAPITAL GROUP DIVIDEND GROWE 34,253.0 $1.2M 0.42% +4K +13.0% $35.90 +4.5%
38 BAI BLACKROCK ETF TRUST 36,931.0 $1.2M 0.42% +3K +8.2% $32.95 +49.1%
39 TIPX SPDR SERIES TRUST 62,197.0 $1.2M 0.41% +6K +11.4% $19.19 -1.4%
40 EBND SPDR SERIES TRUST 57,183.0 $1.2M 0.41% +3K +5.2% $20.64 +1.4%
Page 2 of 4  ·  70 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 34.7%
Financial Services 11.7%
Communication Services 10.3%
Healthcare 9.8%
Industrials 9.2%
Consumer Cyclical 7.0%
Energy 6.8%
Consumer Defensive 4.1%
Utilities 3.9%
Basic Materials 2.5%