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Portfolio (Quarterly) Guide ↗

Capital Investment Advisors, LLC

· CIK 0001582732
13F Portfolio $6.6B AUM 735 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 735 New
Page 5 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLI SELECT SECTOR SPDR TR 130,058.0 $20.2M 0.31% NEW $155.12 +10.5%
82 META META PLATFORMS INC Communication Services 29,813.0 $19.7M 0.30% NEW $660.09 -6.3%
83 EPD ENTERPRISE PRODS PARTNERS L Energy 596,433.0 $19.1M 0.29% NEW $32.06 +22.4%
84 IBM INTERNATIONAL BUSINESS MACHS Technology 62,186.0 $18.4M 0.28% NEW $296.21 -26.3%
85 VYMI VANGUARD WHITEHALL FDS 197,938.0 $17.8M 0.27% NEW $90.00 +9.2%
86 DVY ISHARES TR 119,442.0 $16.9M 0.26% NEW $141.14 +7.0%
87 QQQ INVESCO QQQ TR Financial Services 27,216.0 $16.7M 0.26% NEW $614.30 +15.4%
88 WMT WALMART INC Consumer Defensive 147,888.0 $16.5M 0.25% NEW $111.41 +18.9%
89 KMI KINDER MORGAN INC DEL Energy 584,979.0 $16.1M 0.24% NEW $27.49 +21.5%
90 WMB WILLIAMS COS INC Energy 258,552.0 $15.5M 0.24% NEW $60.11 +29.2%
91 TSLA TESLA INC Consumer Cyclical 33,969.0 $15.3M 0.23% NEW $449.72 -1.4%
92 BND VANGUARD BD INDEX FDS 202,428.0 $15.0M 0.23% NEW $74.07 -1.8%
93 XLU SELECT SECTOR SPDR TR 349,514.0 $14.9M 0.23% NEW $42.69 +2.8%
94 ORCL ORACLE CORP Technology 71,274.0 $13.9M 0.21% NEW $194.91 +0.4%
95 COST COSTCO WHSL CORP NEW Consumer Defensive 15,972.0 $13.8M 0.21% NEW $862.35 +20.7%
96 AMAT APPLIED MATLS INC Technology 51,661.0 $13.3M 0.20% NEW $256.99 +69.9%
97 IBDR ISHARES TR 541,186.0 $13.1M 0.20% NEW $24.23 -0.1%
98 RSP INVESCO EXCHANGE TRADED FD T 67,825.0 $13.0M 0.20% NEW $191.56 +5.2%
99 UPS UNITED PARCEL SERVICE INC Industrials 129,922.0 $12.9M 0.20% NEW $99.19 -0.8%
100 CAH CARDINAL HEALTH INC Healthcare 62,529.0 $12.8M 0.20% NEW $205.50 -5.0%
Page 5 of 37  ·  735 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 22.2%
Financial Services 18.0%
Healthcare 11.4%
Industrials 10.7%
Communication Services 8.2%
Consumer Cyclical 7.4%
Energy 6.7%
Consumer Defensive 5.9%
Utilities 3.5%
Real Estate 3.3%