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Portfolio (Quarterly) Guide ↗

Capital Investment Counsel, Inc

· CIK 0001418421
13F Portfolio $929M AUM 266 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 44 Added 98 Reduced 13 Exited
Page 14 of 14  ·  266 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IYE ISHARES TR 100.0 $6K 0.00% NEW $56.59 +18.6%
262 BBIN J P MORGAN EXCHANGE TRADED F 58.0 $5K NEW $78.09 +3.3%
263 JEMA J P MORGAN EXCHANGE TRADED F 38.0 $2K NEW $63.87 -4.9%
264 PHO INVESCO EXCHANGE TRADED FD T 25.0 $2K NEW $69.08 +3.0%
265 PKB INVESCO EXCHANGE TRADED FD T 14.0 $2K NEW $112.07 -8.7%
266 OEF ISHARES TR 4.0 $1K NEW $365.75 +3.6%
Page 14 of 14  ·  266 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 58.1%
Consumer Defensive 14.0%
Communication Services 7.0%
Industrials 6.4%
Consumer Cyclical 6.0%
Financial Services 4.6%
Energy 1.6%
Healthcare 1.2%
Utilities 0.7%
Basic Materials 0.3%