Capital Investment Counsel, LLC: 13F holdings

CIK 20336092026Q2

Positions152
Reported value$808.4m
Filed2026-07-15

Top 10 holdings

SecuritySharesValueWeight
SOXX ISHARES TR37,945$24.3m3.0%
BONDBLOXX ETF TRUST456,134$22.2m2.7%
INVESCO EXCH TRD SLF IDX FD1,335,960$21.9m2.7%
INVESCO EXCH TRD SLF IDX FD1,260,363$21.0m2.6%
ISHARES TR444,243$20.8m2.6%
CAT CATERPILLAR INC19,418$20.7m2.6%
FTSL FIRST TR EXCHANGE-TRADED FD439,221$19.7m2.4%
GOOGL ALPHABET INC54,157$19.4m2.4%
AVGO BROADCOM INC50,676$19.1m2.4%
AAPL APPLE INC65,355$18.9m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2033609")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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