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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 3 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 5,815.0 $1.9M 0.64% +95.0 +1.7% $320.84 +13.0%
42 MSFT MICROSOFT CORP Technology 4,941.0 $1.8M 0.63% +344.0 +7.5% $370.19 +0.7%
43 IEFA ISHARES TR 19,672.0 $1.8M 0.61% +4K +29.1% $90.53 +5.5%
44 TLH ISHARES TR 16,080.0 $1.6M 0.56% +2K +11.5% $100.72 +0.5%
45 GOOG ALPHABET INC Communication Services 5,501.0 $1.6M 0.54% +401.0 +7.9% $286.85 +16.7%
46 MBB ISHARES TR 15,358.0 $1.5M 0.50% +2K +12.6% $94.95 -0.0%
47 QUAL ISHARES TR 7,145.0 $1.4M 0.47% +429.0 +6.4% $191.81 +11.4%
48 GOVT ISHARES TR 56,532.0 $1.3M 0.45% NEW $22.91 -0.2%
49 EFG ISHARES TR 11,478.0 $1.3M 0.44% NEW $111.37 +9.3%
50 CGDG CAPITAL GROUP DIVIDEND GROWE 34,253.0 $1.2M 0.42% +4K +13.0% $35.90 +4.5%
51 BAI BLACKROCK ETF TRUST 36,931.0 $1.2M 0.42% +3K +8.2% $32.95 +49.1%
52 TIPX SPDR SERIES TRUST 62,197.0 $1.2M 0.41% +6K +11.4% $19.19 -1.4%
53 EBND SPDR SERIES TRUST 57,183.0 $1.2M 0.41% +3K +5.2% $20.64 +1.4%
54 MTUM ISHARES TR 4,900.0 $1.2M 0.40% +521.0 +11.9% $239.99 +35.7%
55 AVGO BROADCOM INC Technology 3,475.0 $1.1M 0.37% +105.0 +3.1% $309.51 +17.9%
56 THRO BLACKROCK ETF TRUST 29,352.0 $1.1M 0.36% +3K +11.0% $36.22 +15.8%
57 CGGO CAPITAL GROUP GBL GROWTH EQT 31,831.0 $1.1M 0.36% +4K +13.7% $33.37 +23.4%
58 DFIV DIMENSIONAL ETF TRUST 19,685.0 $1.0M 0.36% -6K -22.6% $52.78 +2.1%
59 SPHY SPDR SERIES TRUST 41,326.0 $964K 0.33% +5K +14.3% $23.32 +0.4%
60 IAGG ISHARES TR 18,352.0 $918K 0.32% +2K +14.8% $50.04 +1.1%
Page 3 of 7  ·  125 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%