DOSSIER · 13F-HR · Q1 2026
Capital Investment Counsel, Inc
$816M in tracked AUM across 249 positions as of Q1 2026.
CI
CIK 0001418421 · last filed Mar 31, 2026
AI Analysis · Q1 2026
SEC 13F Filing Analysis: Capital Investment Counsel, Inc Report Period: Q4 2025 (Report Date: December 31, 2025)
1. Portfolio Overview
Capital Investment Counsel, Inc. has reported a significant transformation in its portfolio composition during the quarter ending December 31, 2025. The total portfolio value surged by 129.6%, increasing from $370.40 million to $850.40 million. This dramatic growth in Assets Under Management (AUM) suggests substantial capital inflows, a c...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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