DOSSIER · 13F-HR · Q1 2026

Capital Investment Counsel, Inc

Investment Counsel's pension fund based in San Francisco, CA $816M in tracked AUM across 249 positions as of Q1 2026.

IC
Investment Counsel·San Francisco, CA·Pension Fund
CIK 0001418421 · last filed Mar 31, 2026
Total AUM
$816M
8.4%
vs prior
Holdings
249
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · 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.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$138M545K16.9%
02
NVDA
NVIDIA CORPORATION
$100M573K12.2%
03
COST
COSTCO WHOLESALE CORPORATION
$63M64K7.8%
04
WMT
WALMART INC
$35M282K4.3%
05
GOOG
ALPHABET INC
$31M108K3.8%
06
AMAT
APPLIED MATLS INC
$24M69K2.9%
07
TBIL
RBB FD INC
$23M459K2.8%
08
AMZN
AMAZON COM INC
$22M108K2.7%
09
MSFT
MICROSOFT CORP
$17M47K2.1%
10
PLTR
PALANTIR TECHNOLOGIES INC
$14M98K1.8%

Filing history

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