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Portfolio (Quarterly) Guide ↗

Capital Investment Counsel, Inc

· CIK 0001418421
13F Portfolio $816M AUM 249 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 47 Added 80 Reduced 24 Exited
Page 13 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ITA ISHARES TR 85.0 $19K 0.00% NEW $218.75 +7.7%
242 BSV VANGUARD BD INDEX FDS 235.0 $18K 0.00% $78.41 -0.4%
243 BBUS J P MORGAN EXCHANGE TRADED F 144.0 $17K 0.00% $117.18 +16.1%
244 VO VANGUARD INDEX FDS 54.0 $16K 0.00% $287.19 -72.6%
245 FTEC FIDELITY COVINGTON TRUST 73.0 $15K 0.00% $208.05 +36.5%
246 HRTX HERON THERAPEUTICS INC Healthcare 18,325.0 $15K 0.00% $0.80 +11.5%
247 SPHQ INVESCO EXCHANGE TRADED FD T 165.0 $12K 0.00% $75.19 +13.6%
248 VNQ VANGUARD INDEX FDS 130.0 $12K 0.00% $88.70 +8.9%
249 ILF ISHARES TR 300.0 $11K 0.00% NEW $35.52 -1.2%
Page 13 of 13  ·  249 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 52.2%
Consumer Defensive 17.0%
Industrials 7.2%
Communication Services 7.1%
Consumer Cyclical 6.8%
Financial Services 4.8%
Energy 2.7%
Healthcare 1.2%
Utilities 0.7%
Basic Materials 0.4%