Capital Investment Counsel, LLC - Portfolio overview

Capital Investment Counsel, LLC has 158 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. BSCV - INVESCO EXCH TRD SLF IDX FD, 2.80%
  2. HYDB - ISHARES TR, 2.59%
  3. FTSL - FIRST TR EXCHANGE-TRADED FD, 2.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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