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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 OEF ISHARES TR 6,047 $2.1M 0.72% SOLD
2 ITA ISHARES TR 2,181 $468K 0.16% SOLD
3 ASTRAZENECA PLC 4,063 $373K 0.13% SOLD
4 EMB ISHARES TR 2,764 $266K 0.09% SOLD
5 NOC NORTHROP GRUMMAN CORP Industrials 447 $255K 0.09% SOLD
6 QCOM QUALCOMM INC Technology 1,449 $248K 0.09% SOLD
7 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 791 $221K 0.08% SOLD
8 CEG CONSTELLATION ENERGY CORP Utilities 575 $203K 0.07% SOLD
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%