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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IAU ISHARES GOLD TR Financial Services 4,992.0 $377K 0.12% +1K +35.6% $75.51 +7.7%
42 CGCV CAPITAL GROUP CONSERVATIVE E 10,916.0 $358K 0.11% +3K +44.2% $32.82 +0.4%
43 ACWX ISHARES TR 4,364.0 $332K 0.10% +1K +46.7% $76.11 +1.0%
44 TOTALENERGIES SE 4,129.0 $321K 0.10% +1K +35.0% $77.76
45 CGGR CAPITAL GROUP GROWTH ETF 6,160.0 $291K 0.09% +62.0 +1.0% $47.20 -1.7%
46 CVNA CARVANA CO Consumer Cyclical 4,363.0 $287K 0.09% +4K +429.5% $65.82 +9.1%
47 TIP ISHARES TR 2,280.0 $250K 0.08% +19.0 +0.8% $109.43 -2.4%
Page 3 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%