Fund HoldingsCapital Investment Counsel, Inc

Total Portfolio Value
$663.82M
Total Bought
$9.77M
Total Sold
$65.30M
Net Transaction
-$55.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)0628,218+628,218084,36312.71%+84,363
PALANTIR TECHNOLOGIES INC(PLTR)119,385106,385-13,0004,4418,0461.21%+3,605
HUNTINGTON INGALLS INDS INC(HII)7,56918,518+10,9492,0013,4990.53%+1,498
SCHWAB CHARLES CORP(SCHW)92,54189,991-2,5505,9986,6601.00%+663
WALMART INC(WMT)329,317301,423-27,89426,59227,2344.10%+641
ISHARES TR06,650+6,65005810.09%+581
ALPHABET INC(GOOG)026,149+26,14904,9500.75%+4,950
TESLA INC(TSLA)3,3703,410+408821,3770.21%+495
DOLLAR GEN CORP NEW(DG)27,87137,273+9,4022,3572,8260.43%+469
DIREXION SHS ETF TR
DAIL CSI 300 ETF
024,600+24,60003580.05%+358
MORGAN STANLEY(MS)19,50818,808-7002,0332,3640.36%+331
TOAST INC(TOST)37,80037,80001,0701,3780.21%+308
DOLLAR TREE INC(DLTR)03,800+3,80002850.04%+285
DISNEY WALT CO(DIS)039,418+39,41804,3890.66%+4,389
AB ACTIVE ETFS INC
TAX AW INTER ETF
010,464+10,46402640.04%+264
VISA INC(V)12,46611,666-8003,4283,6870.56%+259
CIENA CORP(CIEN)03,000+3,00002540.04%+254
GE VERNOVA INC(GEV)0751+75102470.04%+247
HELMERICH & PAYNE INC(HP)080,630+80,63002,5820.39%+2,582
CONFLUENT INC08,300+8,30002320.03%+232
FIRST TR EXCHANGE-TRADED FD0900+90002190.03%+219
MASTERCARD INCORPORATED(MA)0394+39402070.03%+207
ISHARES TR
CORE MSCI EAFE
02,949+2,94902070.03%+207
CISCO SYS INC(CSCO)225,536206,091-19,44512,00312,2011.84%+198
PROSHARES TR
PSHS ULT S&P 500
80,70280,70207,2777,4661.12%+189
FIDELITY COVINGTON TRUST02,570+2,57001680.03%+168
SPDR SER TR
ST SHO TREAS ETF
05,677+5,67701650.02%+165
FIDELITY COVINGTON TRUST02,360+2,36001640.02%+164
AUTOMATIC DATA PROCESSING IN15,48115,196-2854,2844,4480.67%+164
ROCKET LAB USA INC10,00010,0000972550.04%+157
GLOBUS MED INC(GMED)23,59022,290-1,3001,6881,8440.28%+156
AB ACTIVE ETFS INC
TAX AWA LONG ETF
06,000+6,00001510.02%+151
FIDELITY COVINGTON TRUST02,230+2,23001370.02%+137
BERKSHIRE HATHAWAY INC DEL1,1021,420+3185076440.10%+136
SPDR SER TR
ST STR BLO 1 ETF
01,476+1,47601350.02%+135
ISHARES TR
MSCI USA QLT FCT
0751+75101340.02%+134
F5 INC(FFIV)4,2054,20509261,0570.16%+131
BLACKSKY TECHNOLOGY INC(BKSY)012,000+12,00001290.02%+129
HEWLETT PACKARD ENTERPRISE C(HPE)045,369+45,36909690.15%+969
VANGUARD INDEX FDS7701,428+6581342420.04%+107
PINNACLE FINL PARTNERS INC6,2866,28606167190.11%+103
FIDELITY COVINGTON TRUST0615+61501140.02%+114
BANK AMERICA CORP087,477+87,47703,8450.58%+3,845
FORTINET INC(FTNT)5,6725,67204405360.08%+96
PROSHARES TR
ULTRA FNCLS NEW
9,6559,555-1007388170.12%+79
ISHARES TR0768+7680760.01%+76
VALUE LINE INC11,27411,27405245950.09%+71
ISHARES TR0659+6590700.01%+70
PROSHARES TR
PSHS ULTSH 20YRS
08,850+8,85003240.05%+324
CROWDSTRIKE HLDGS INC(CRWD)01,650+1,65005650.09%+565
SCHLUMBERGER LTD(SLB)014,696+14,69605630.08%+563
ARISTA NETWORKS INC1,2754,950+3,6754895470.08%+58
ISHARES TR01,700+1,70001060.02%+106
ISHARES TR24,56727,288+2,7217818310.13%+50
SPDR SER TR
ST STR SP DIV
0370+3700490.01%+49
CHEVRON CORP NEW(CVX)08,379+8,37901,2140.18%+1,214
SPDR SER TR
ST STR SP600 SML
01,034+1,0340460.01%+46
FLEX LTD(FLEX)9,0609,06003033480.05%+45
WELLS FARGO CO NEW(WFC)039,348+39,34802,7640.42%+2,764
OLLIES BARGAIN OUTLET HLDGS(OLLI)03,050+3,05003350.05%+335
BOEING CO(BA)02,255+2,25503990.06%+399
ISHARES TR0446+4460990.01%+99
MARVELL TECHNOLOGY INC(MRVL)06,295+6,29506950.10%+695
ISHARES TR0433+4330370.01%+37
ISHARES TR0247+2470350.01%+35
PAYPAL HLDGS INC(PYPL)34,67432,099-2,5752,7062,7400.41%+34
FIDELITY COVINGTON TRUST0328+3280320.00%+32
KROGER CO(KR)17,78317,183-6001,0191,0510.16%+32
BLACKBERRY LTD(BB)027,915+27,91501060.02%+106
BLACKSTONE INC(BX)1,5001,50002302590.04%+29
KRANESHARES TRUST01,580+1,5800280.00%+28
TECHNIPFMC PLC(FTI)010,000+10,00002890.04%+289
SPDR S&P 500 ETF TR(SPY)2,1272,12701,2201,2470.19%+26
SPDR SER TR
SP O&G EXPL PRO
0190+1900250.00%+25
PSQ HOLDINGS INC011,430+11,4300520.01%+52
ISHARES TR0264+2640240.00%+24
ISHARES TR
CORE MSCI TOTAL
0341+3410230.00%+23
EDWARDS LIFESCIENCES CORP05,125+5,12503790.06%+379
JPMORGAN CHASE & CO.(JPM)05,614+5,61401,3460.20%+1,346
AMAZON COM INC(AMZN)095,931+95,931021,0463.17%+21,046
AMETEK INC02,400+2,40004330.07%+433
MORNINGSTAR INC(MORN)1,1501,15003673870.06%+20
BP PLC(BP)011,355+11,35503360.05%+336
ROCKWELL AUTOMATION INC(ROK)01,090+1,09003120.05%+312
CINCINNATI FINL CORP(CINF)2,3422,34203193370.05%+18
LIVE NATION ENTERTAINMENT IN(LYV)03,595+3,59504660.07%+466
BRISTOL-MYERS SQUIBB CO(BMY)5,2795,124-1552732900.04%+17
QUANTA SVCS INC92592502762920.04%+17
FIDELITY COVINGTON TRUST05,681+5,68103900.06%+390
WHIRLPOOL CORP(WHR)01,960+1,96002240.03%+224
INVESCO QQQ TR0625+62503200.05%+320
SELECT SECTOR SPDR TR
ST STR FINL ETF
0875+8750420.01%+42
TITAN INTL INC ILL118,603143,878+25,2759649770.15%+13
ISHARES TR0400+40001610.02%+161
COHERENT CORP(COHR)4,5214,350-1714024120.06%+10
ISHARES TR
MSCI USA VALUE
088+88090.00%+9
SOUTHERN CO(SO)4,4975,038+5414064150.06%+9
GENUINE PARTS CO(GPC)01,820+1,82002130.03%+213
DEERE & CO(DE)1,2751,27505325400.08%+8
TJX COS INC NEW(TJX)02,478+2,47802990.05%+299
Page 1 of 1