DOSSIER · 13F Holders · Q2 2026
CFIHX

CAPITAL INCOME BLDR C

4 institutions still hold CAPITAL INCOME BLDR C as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 140193780·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$6M
visible holders
Holders
4
filers reporting
Concentration
94.02%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported CFIHX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 94.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$5M64K0.74%Q2 2026
02
Mengis Capital Management, Inc.
CIK 0001609674
$224K3K0.03%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$102K1K0.02%Q2 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$7K850.00%Q1 2026