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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 Chg Shares Chg % Period Price ① Since Period ①
1 GOVT ISHARES TR 56,532.0 $1.3M 0.45% NEW $22.91 -0.2%
2 EFG ISHARES TR 11,478.0 $1.3M 0.44% NEW $111.37 +9.3%
3 BLCR BLACKROCK ETF TRUST 20,111.0 $826K 0.28% NEW $41.06 +19.6%
4 BLACKROCK ETF TRUST 24,732.0 $809K 0.28% NEW $32.72
5 AZN ASTRAZENECA PLC Healthcare 1,936.0 $382K 0.13% NEW $197.21 -4.5%
6 AMGN AMGEN INC Healthcare 800.0 $281K 0.10% NEW $351.85 +1.8%
7 DELL DELL TECHNOLOGIES INC Technology 1,604.0 $263K 0.09% NEW $164.13 +143.4%
8 CGGR CAPITAL GROUP GROWTH ETF 6,098.0 $245K 0.08% NEW $40.19 +13.9%
9 EOG EOG RES INC Energy 1,669.0 $241K 0.08% NEW $144.57 -8.3%
10 KMI KINDER MORGAN INC DEL Energy 7,139.0 $239K 0.08% NEW $33.53 -1.0%
11 COP CONOCOPHILLIPS Energy 1,712.0 $226K 0.08% NEW $131.97 -19.7%
12 VTIP VANGUARD MALVERN FDS 4,465.0 $223K 0.08% NEW $49.95 +0.6%
13 ACWX ISHARES TR 2,975.0 $204K 0.07% NEW $68.47 +9.6%

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%