Fund HoldingsCapital Investment Counsel, Inc

Total Portfolio Value
$570.80M
Total Bought
$66.07M
Total Sold
$21.25M
Net Transaction
+$44.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
LOWES COS INC(LOW)099,976+99,976022,2503.90%+22,250
APPLE INC(AAPL)0596,494+596,4940114,84320.12%+114,843
COSTCO WHSL CORP NEW(COST)71,36671,514+14840,31947,2058.27%+6,886
NVIDIA CORPORATION(NVDA)65,34666,530+1,18428,42532,9475.77%+4,522
MICROSOFT CORP(MSFT)052,528+52,528019,7533.46%+19,753
AMAZON COM INC(AMZN)0116,015+116,015017,6273.09%+17,627
QUALCOMM INC(QCOM)72,35772,417+608,03610,4741.83%+2,438
ALPHABET INC(GOOG)99,481106,526+7,04513,11715,0132.63%+1,896
ADOBE INC(ADBE)21,29121,241-5010,85612,6722.22%+1,816
INTEL CORP(INTC)125,208122,896-2,3124,4516,1761.08%+1,724
APPLIED MATLS INC071,500+71,500011,5882.03%+11,588
PAYPAL HLDGS INC(PYPL)15,60936,154+20,5459132,2200.39%+1,308
ADVANCED MICRO DEVICES INC(AMD)024,977+24,97703,6820.65%+3,682
SPDR S&P 500 ETF TR(SPY)02,032+2,03209660.17%+966
PROSHARES TR
PSHS ULT S&P 500
081,702+81,70205,3160.93%+5,316
TARGET CORP(TGT)22,82923,824+9952,5243,3930.59%+869
PRICE T ROWE GROUP INC(TROW)46,09552,875+6,7804,8345,6941.00%+860
TERADYNE INC(TER)033,968+33,96803,6860.65%+3,686
SPDR SER TR
ST STR SP REGBNK
19,37528,400+9,0258091,4890.26%+680
COCA COLA CO(KO)0136,234+136,23408,0281.41%+8,028
BANK AMERICA CORP0107,766+107,76603,6280.64%+3,628
META PLATFORMS INC(META)11,20311,183-203,3633,9580.69%+595
LOCKHEED MARTIN CORP(LMT)012,055+12,05505,4640.96%+5,464
PROSHARES TR
PSHS ULTRA DOW30
033,625+33,62502,6630.47%+2,663
SKYWORKS SOLUTIONS INC(SWKS)033,028+33,02803,7130.65%+3,713
SCHWAB CHARLES CORP(SCHW)036,700+36,70002,5250.44%+2,525
VEEVA SYS INC(VEEV)3,2655,970+2,7056641,1490.20%+485
GLOBUS MED INC(GMED)020,490+20,49001,0920.19%+1,092
PROSHARES TR
PSHS ULTRUSS2000
29,89035,340+5,4509041,3450.24%+441
ARCHER DANIELS MIDLAND CO06,061+6,06104380.08%+438
VISA INC(V)014,666+14,66603,8180.67%+3,818
EXPONENT INC(EXPO)04,650+4,65004090.07%+409
WELLS FARGO CO NEW(WFC)55,68354,456-1,2272,2752,6800.47%+405
HUNTINGTON INGALLS INDS INC(HII)08,019+8,01902,0820.36%+2,082
TRUIST FINL CORP(TFC)063,553+63,55302,3460.41%+2,346
DISNEY WALT CO(DIS)045,012+45,01204,0640.71%+4,064
VALUE LINE INC07,174+7,17403500.06%+350
CATERPILLAR INC(CAT)10,78511,135+3502,9443,2920.58%+348
DIREXION SHS ETF TR
DAILY SMALL CAP
17,35021,300+3,9504998400.15%+342
ROCKWELL AUTOMATION INC(ROK)01,090+1,09003380.06%+338
PAYCHEX INC(PAYX)26,30328,308+2,0053,0343,3720.59%+338
HEWLETT PACKARD ENTERPRISE C(HPE)037,269+37,26906330.11%+633
JPMORGAN CHASE & CO(JPM)07,807+7,80701,3280.23%+1,328
LAM RESEARCH CORP(LRCX)01,845+1,84501,4450.25%+1,445
BAIDU INC02,225+2,22502650.05%+265
HOME DEPOT INC(HD)05,850+5,85002,0270.36%+2,027
SYSCO CORP(SYY)039,461+39,46102,8860.51%+2,886
DOLLAR GEN CORP NEW(DG)2,5493,799+1,2502705160.09%+247
KULICKE & SOFFA INDS INC(KLIC)040,190+40,19002,1990.39%+2,199
NIKE INC(NKE)021,574+21,57402,3420.41%+2,342
MAPLEBEAR INC(CART)010,000+10,00002350.04%+235
ABBOTT LABS02,106+2,10602320.04%+232
DIREXION SHS ETF TR
DAILY FINANCIAL
02,800+2,80002310.04%+231
GARTNER INC(IT)02,090+2,09009430.17%+943
WEIS MKTS INC(WMK)03,482+3,48202230.04%+223
COHERENT CORP(COHR)05,057+5,05702200.04%+220
DEERE & CO(DE)01,275+1,27505100.09%+510
VERIZON COMMUNICATIONS INC(VZ)047,149+47,14901,7780.31%+1,778
ALPHABET INC(GOOG)27,85427,589-2653,6453,8540.68%+209
WEYERHAEUSER CO MTN BE(WY)05,754+5,75402000.04%+200
OCCIDENTAL PETE CORP(OXY)03,202+3,20201910.03%+191
BOEING CO(BA)02,306+2,30606010.11%+601
MARTIN MARIETTA MATLS INC(MLM)02,498+2,49801,2460.22%+1,246
RTX CORPORATION(RTX)030,880+30,88002,5980.46%+2,598
MCDONALDS CORP(MCD)05,346+5,34601,5850.28%+1,585
SYNOPSYS INC(SNPS)2,9102,91001,3361,4980.26%+163
SAP SE(SAP)030,716+30,71604,7480.83%+4,748
CHEVRON CORP NEW(CVX)5,8277,664+1,8379831,1430.20%+161
UNITED PARCEL SERVICE INC(UPS)028,089+28,08904,4160.77%+4,416
TITAN INTL INC ILL109,783109,78301,4741,6340.29%+159
PALANTIR TECHNOLOGIES INC(PLTR)120,077120,727+6501,9212,0730.36%+152
CROWDSTRIKE HLDGS INC(CRWD)1,8251,750-753054470.08%+141
DOMINION ENERGY INC(D)19,93321,857+1,9248901,0270.18%+137
MORGAN STANLEY(MS)020,083+20,08301,8730.33%+1,873
AKAMAI TECHNOLOGIES INC(AKAM)011,535+11,53501,3650.24%+1,365
TESLA INC(TSLA)03,684+3,68409150.16%+915
PROSHARES TR
ULTRPRO S&P500
5002,700+2,200201480.03%+128
PINNACLE FINL PARTNERS INC6,2866,28604215480.10%+127
EXPEDITORS INTL WASH INC(EXPD)010,923+10,92301,3890.24%+1,389
PACCAR INC(PCAR)9,6759,67508239450.17%+122
SELECT SECTOR SPDR TR
ST STR CARE ETF
016,515+16,51502,2520.39%+2,252
MARVELL TECHNOLOGY INC(MRVL)011,101+11,10106700.12%+670
PROSHARES TR
ULTRA FNCLS NEW
09,655+9,65505330.09%+533
GOLDMAN SACHS GROUP INC(GS)01,316+1,31605080.09%+508
SELECT SECTOR SPDR TR
ST STR INDL ETF
8,2158,21508339360.16%+104
ROYAL BK CDA(RY)07,283+7,28307370.13%+737
PROSHARES TR
ULTRAPRO QQQ
06,525+6,52503310.06%+331
ORACLE CORP(ORCL)041,216+41,21604,3450.76%+4,345
DUKE ENERGY CORP NEW(DUK)012,614+12,61401,2240.21%+1,224
NORTHROP GRUMMAN CORP(NOC)3,9753,935-401,7501,8420.32%+92
ISHARES TR03,161+3,16108300.15%+830
LIVE NATION ENTERTAINMENT IN(LYV)04,595+4,59504300.08%+430
AMGEN INC(AMGN)4,7754,765-101,2831,3720.24%+89
SELECT SECTOR SPDR TR
ST STR STAPL ETF
01,200+1,2000860.02%+86
CHECK POINT SOFTWARE TECH LT
ORD
4,3354,33505786620.12%+85
ELI LILLY & CO(LLY)500603+1032693520.06%+83
UBER TECHNOLOGIES INC(UBER)5,2505,25002413230.06%+82
INTUIT(INTU)70070003584380.08%+80
GENERAL ELECTRIC CO(GE)04,031+4,03105140.09%+514
F5 INC(FFIV)4,2054,20506787530.13%+75
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