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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 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MTB M & T BK CORP Financial Services 1,087.0 $225K 0.08% $206.77 +14.7%
122 VTIP VANGUARD MALVERN FDS 4,465.0 $223K 0.08% NEW $49.95 +0.6%
123 TEL TE CONNECTIVITY PLC Technology 1,058.0 $221K 0.08% +54.0 +5.4% $209.06 -5.4%
124 MCD MCDONALDS CORP Consumer Cyclical 693.0 $216K 0.07% $311.01 -13.3%
125 ACWX ISHARES TR 2,975.0 $204K 0.07% NEW $68.47 +9.6%
Page 7 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%