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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 7 of 37  ·  735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMH AMERICAN HOMES 4 RENT Real Estate 296,303.0 $9.5M 0.14% NEW $32.10 -3.1%
122 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 844,152.0 $9.1M 0.14% NEW $10.83 -7.8%
123 VUG VANGUARD INDEX FDS 17,844.0 $8.7M 0.13% NEW $487.86 -82.1%
124 ACN ACCENTURE PLC IRELAND Technology 32,255.0 $8.7M 0.13% NEW $268.30 -37.5%
125 LRCX LAM RESEARCH CORP Technology 49,450.0 $8.5M 0.13% NEW $171.18 +70.0%
126 NSC NORFOLK SOUTHN CORP Industrials 28,565.0 $8.2M 0.13% NEW $288.72 +9.9%
127 FIRST TR EXCH TRADED FD III 376,530.0 $8.1M 0.12% NEW $21.46
128 BSV VANGUARD BD INDEX FDS 100,305.0 $7.9M 0.12% NEW $78.81 -1.2%
129 DUK DUKE ENERGY CORP NEW Utilities 64,147.0 $7.5M 0.12% NEW $117.21 +4.1%
130 GE GE AEROSPACE Industrials 23,977.0 $7.4M 0.11% NEW $308.03 -7.9%
131 VGSH VANGUARD SCOTTSDALE FDS 125,434.0 $7.4M 0.11% NEW $58.73 -0.9%
132 EVV EATON VANCE LIMITED DURATION Financial Services 714,065.0 $7.1M 0.11% NEW $9.91 -7.3%
133 FLRN SPDR SERIES TRUST 216,607.0 $6.7M 0.10% NEW $30.73 +0.2%
134 PEP PEPSICO INC Consumer Defensive 46,340.0 $6.7M 0.10% NEW $143.52 +3.6%
135 QUAL ISHARES TR 33,345.0 $6.6M 0.10% NEW $198.62 +5.9%
136 VLO VALERO ENERGY CORP Energy 39,711.0 $6.5M 0.10% NEW $162.79 +52.5%
137 UNH UNITEDHEALTH GROUP INC Healthcare 19,488.0 $6.4M 0.10% NEW $330.11 +16.9%
138 VTI VANGUARD INDEX FDS 19,045.0 $6.4M 0.10% NEW $335.28 +8.1%
139 ET ENERGY TRANSFER L P Energy 386,101.0 $6.4M 0.10% NEW $16.49 +21.5%
140 IEMG ISHARES INC 94,641.0 $6.4M 0.10% NEW $67.22 +19.1%
Page 7 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%