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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 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RWO SPDR INDEX SHS FDS 47,107.0 $2.3M 0.72% +612.0 +1.3% $49.71 -0.8%
22 SRLN SSGA ACTIVE ETF TR 57,068.0 $2.3M 0.70% +2K +4.1% $40.29 +0.4%
23 MBB ISHARES TR 17,654.0 $1.7M 0.51% +2K +14.9% $94.52 -2.3%
24 CGDG CAPITAL GROUP DIVIDEND GROWE 44,040.0 $1.7M 0.51% +10K +28.6% $37.51 +2.5%
25 EFG ISHARES TR 12,852.0 $1.6M 0.49% +1K +12.0% $124.42 -1.7%
26 GOVT ISHARES TR 64,905.0 $1.5M 0.45% +8K +14.8% $22.78 -2.0%
27 CGGO CAPITAL GROUP GBL GROWTH EQT 32,279.0 $1.4M 0.42% +448.0 +1.4% $42.33 -6.1%
28 EBND SPDR SERIES TRUST 59,746.0 $1.2M 0.38% +3K +4.5% $20.92 +0.3%
29 TIPX SPDR SERIES TRUST 65,480.0 $1.2M 0.38% +3K +5.3% $18.93 -1.9%
30 BLCR BLACKROCK ETF TRUST 24,033.0 $1.2M 0.37% +4K +19.5% $50.37 -3.0%
31 SPHY SPDR SERIES TRUST 42,920.0 $1.0M 0.31% +2K +3.9% $23.44 -1.3%
32 BLACKROCK ETF TRUST 31,191.0 $991K 0.30% +6K +26.1% $31.78
33 CGMM CAPITAL GROUP EQUITY ETF TR 26,247.0 $865K 0.27% +784.0 +3.1% $32.97 -2.4%
34 CGSM CAPITAL GRP FIXED INCM ETF T 30,205.0 $797K 0.24% +3K +11.9% $26.39 -0.8%
35 JNJ JOHNSON & JOHNSON Healthcare 2,339.0 $594K 0.18% +293.0 +14.3% $254.03 +6.8%
36 XOM EXXON MOBIL CORP Energy 3,671.0 $502K 0.15% +770.0 +26.5% $136.73 +20.2%
37 VCIT VANGUARD SCOTTSDALE FDS 5,783.0 $478K 0.15% +83.0 +1.5% $82.65 -2.7%
38 CGNG CAPITAL GROUP NEW GEOGRAPHY 12,189.0 $457K 0.14% +349.0 +3.0% $37.46 -2.9%
39 T AT&T INC Communication Services 19,552.0 $405K 0.12% +387.0 +2.0% $20.70 +25.9%
40 KLAC KLA CORP Technology 1,271.0 $383K 0.12% +1K +643.3% $301.71 -43.7%
Page 2 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%