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Portfolio (Quarterly) Guide ↗

Capital Investment Advisors, LLC

· CIK 0001582732
13F Portfolio $6.8B AUM 749 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 305 Added 282 Reduced 36 Exited
Page 6 of 38  ·  749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CAH CARDINAL HEALTH INC Healthcare 60,331.0 $12.7M 0.19% -2K -3.5% $211.31 -7.6%
102 UPS UNITED PARCEL SVCS INC Industrials 127,603.0 $12.6M 0.18% -2K -1.8% $98.38 +0.0%
103 BMY BRISTOL-MYERS SQUIBB CO Healthcare 204,573.0 $12.4M 0.18% -3K -1.7% $60.65 -6.0%
104 VICI VICI PPTYS INC Real Estate 441,651.0 $12.1M 0.18% +34K +8.4% $27.32 +2.0%
105 PM PHILIP MORRIS INTL INC Consumer Defensive 72,925.0 $12.1M 0.18% -642.0 -0.9% $165.34 +16.0%
106 HR HEALTHCARE RLTY TR Real Estate 706,302.0 $12.0M 0.18% +37K +5.5% $16.99 +19.8%
107 PFE PFIZER INC Healthcare 422,920.0 $11.9M 0.17% -9K -2.2% $28.08 -8.3%
108 VIG VANGUARD SPECIALIZED FUNDS 54,689.0 $11.8M 0.17% -3K -4.9% $215.06 +6.7%
109 GOOG ALPHABET INC Communication Services 39,375.0 $11.3M 0.17% +1K +2.9% $286.86 +38.5%
110 AMGN AMGEN INC Healthcare 31,596.0 $11.1M 0.16% +732.0 +2.4% $351.85 -7.3%
111 PSA PUBLIC STORAGE OPER CO Real Estate 40,892.0 $11.1M 0.16% +3K +6.6% $270.88 +11.9%
112 MCD MCDONALDS CORP Consumer Cyclical 33,788.0 $10.5M 0.15% -453.0 -1.3% $310.79 -11.5%
113 ORCL ORACLE CORP Technology 71,113.0 $10.5M 0.15% $147.11 +33.0%
114 QGRO AMERICAN CENTY ETF TR 99,109.0 $10.4M 0.15% -6K -5.3% $105.03 +6.4%
115 CUZ COUSINS PPTYS INC Real Estate 445,936.0 $10.1M 0.15% +26K +6.1% $22.57 +16.8%
116 LRCX LAM RESEARCH CORP Technology 46,352.0 $9.9M 0.14% -3K -6.3% $213.66 +40.0%
117 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 1,736,686.0 $9.9M 0.14% -324K -15.7% $5.70 +5.3%
118 XLY SELECT SECTOR SPDR TR 89,463.0 $9.7M 0.14% -1K -1.5% $108.98 +6.9%
119 VLO VALERO ENERGY CORP Energy 39,418.0 $9.7M 0.14% -293.0 -0.7% $247.08 -0.9%
120 IEMG ISHARES INC 135,554.0 $9.5M 0.14% +41K +43.2% $69.75 +14.0%
Page 6 of 38  ·  749 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 19.1%
Financial Services 16.9%
Healthcare 11.7%
Industrials 11.4%
Energy 8.8%
Communication Services 7.9%
Consumer Defensive 7.5%
Consumer Cyclical 6.9%
Utilities 3.8%
Real Estate 3.4%