Capital Investment Management, Inc. - Portfolio overview

Capital Investment Management, Inc. has 125 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Real Estate.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 10.97%
2. SPYM - SPDR SERIES TRUST, 10.39%
3. VXUS - VANGUARD STAR FDS, 8.67%

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

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