Fund Holdings — Capital Investment Counsel, LLC

Total Portfolio Value
$729.81M
Total Bought
$78.06M
Total Sold
$73.84M
Net Transaction
+$4.22M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SELECT SECTOR SPDR TR
ST STR CARE ETF
10,84059,995+49,1551,6788,7961.21%+7,118
FIRST TR EXCHANGE-TRADED FD
STRUCTURED CR IN
112,194455,240+343,0462,3349,3961.29%+7,063
DUKE ENERGY CORP NEW(DUK)047,089+47,08906,1660.84%+6,166
BONDBLOXX ETF TRUST
BLOOMBERG FVE YR
297,741403,041+105,30014,73219,8132.71%+5,082
FIRST TR EXCHANGE-TRADED FD42,240585,179+542,9395,0409,8131.34%+4,773
CANADIAN NAT RES LTD MED TER(CNQ)084,392+84,39204,1120.56%+4,112
CHEVRON CORPORATION(CVX)76,96275,518-1,44411,73015,6252.14%+3,895
ADVANCED DRAIN SYS INC DEL(WMS)027,661+27,66103,7930.52%+3,793
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
079,752+79,75203,1750.44%+3,175
ADVISORS INNER CIRCLE FD III
STRATEGAS MACRO
079,960+79,96003,1400.43%+3,140
EXXON MOBIL CORP61,85761,246-6117,44410,3911.42%+2,947
UNITED PARCEL SVCS INC(UPS)028,873+28,87302,8410.39%+2,841
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
608,905722,194+113,28912,71114,8682.04%+2,158
CATERPILLAR INC(CAT)21,54020,359-1,18112,34014,4241.98%+2,084
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
1,037,9721,168,992+131,02017,56219,5442.68%+1,982
SELECT SECTOR SPDR TR
ST STR ENERG ETF
031,513+31,51301,9300.26%+1,930
NORTHROP GRUMMAN CORP(NOC)16,25016,139-1119,26611,0111.51%+1,745
COSTCO WHOLESALE CORPORATION(COST)13,11012,926-18411,30512,8801.76%+1,575
DEERE & CO(DE)15,83315,514-3197,3718,7391.20%+1,368
DIGITAL RLTY TR INC(DLR)41,89243,211+1,3196,4817,7871.07%+1,306
WALMART INC(WMT)86,33685,760-5769,61910,6581.46%+1,040
ISHARES TR3,3354,803+1,4682,2853,1370.43%+853
BONDBLOXX ETF TRUST
BLOOMBERG THREE
016,456+16,45608150.11%+815
GILEAD SCIENCES INC(GILD)48,91648,904-126,0046,8160.93%+812
AMGEN INC(AMGN)19,05819,702+6446,2386,9320.95%+694
SOUTHERN CO(SO)60,60861,772+1,1645,2855,9620.82%+677
SCHWAB STRATEGIC TR415,357428,888+13,5319,98510,6151.45%+630
ALPS ETF TR
SECTR DIV DOGS
89,74892,838+3,0905,4276,0380.83%+611
SELECT SECTOR SPDR TR
ST STR INDL ETF
16,16519,261+3,0962,5083,1150.43%+608
SELECT SECTOR SPDR TR
ST STR MATER ETF
012,088+12,08806040.08%+604
DARDEN RESTAURANTS INC(DRI)27,09928,456+1,3574,9875,5790.76%+592
PEPSICO INC(PEP)34,84335,499+6565,0015,5130.76%+512
ISHARES TR41,01639,098-1,91812,35212,8501.76%+498
VANGUARD INTL EQUITY INDEX F76,87475,934-9406,9497,4211.02%+472
WISDOMTREE TR(WT)140,679145,594+4,9157,2597,6501.05%+390
VANGUARD SPECIALIZED FUNDS2,1063,916+1,8104638420.12%+379
ISHARES TR03,445+3,44503660.05%+366
UNITED RENTALS INC(URI)0500+50003640.05%+364
VANGUARD WHITEHALL FDS02,118+2,11803140.04%+314
PUBLIC SVC ENTERPRISE GROUP(PEG)64,54167,463+2,9225,1835,4610.75%+278
CITIZENS FINL GROUP INC(CFG)65,34468,270+2,9263,8174,0940.56%+277
ISHARES TR
HIGH YLD SYSTM B
414,853428,189+13,33619,64319,9192.73%+276
VANGUARD WORLD FD
ENERGY ETF
01,545+1,54502670.04%+267
PROGRESSIVE CORP(PGR)1,3712,871+1,5003125690.08%+257
BONDBLOXX ETF TRUST
BLOOMBERG ONE YR
04,650+4,65002300.03%+230
PUBLIC STORAGE OPER CO(PSA)10,43810,816+3782,7092,9300.40%+221
LOCKHEED MARTIN CORP(LMT)1,8311,83108861,1070.15%+221
ISHARES TR201,880200,261-1,61913,32413,5241.85%+200
ISHARES TR1,9073,057+1,1502694630.06%+194
LAMAR ADVERTISING CO(LAMR)60,13361,607+1,4747,6127,8031.07%+191
ISHARES TR
MSCI INTL QUALTY
177,408178,297+8898,0638,2431.13%+179
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
31,18231,803+6212,2452,4180.33%+172
OREILLY AUTOMOTIVE INC(ORLY)71,67072,420+7506,5376,6850.92%+148
STATE STR SPDR S&P MIDCAP 40(MDY)2,2272,379+1521,3441,4680.20%+124
ISHARES TR39,76042,552+2,7922,1422,2650.31%+122
ISHARES TR
CORE MSCI EAFE
69,69070,091+4016,2346,3450.87%+111
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
1,286,2831,310,877+24,59421,47421,5772.96%+103
SPDR GOLD TR(GLD)783883+1003103800.05%+70
EATON CORP PLC(ETN)3,6493,394-2551,1621,2140.17%+52
JOHNSON & JOHNSON(JNJ)1,2961,290-62683150.04%+47
ISHARES TR4,2904,835+5453553990.05%+44
MERCK & CO INC(MRK)2,0182,041+232122460.03%+33
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
70,98871,749+7614,1694,2000.58%+31
EMERSON ELEC CO(EMR)49,99850,882+8846,6366,6670.91%+31
ISHARES TR
CORE DIV GRWTH
142,790141,580-1,2109,9129,9361.36%+24
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
16,10116,571+4707527750.11%+23
VANGUARD TAX-MANAGED FDS4,9405,160+2203093310.05%+22
SCHWAB STRATEGIC TR13,07613,457+3813563750.05%+19
ISHARES TR3,4863,880+3944304390.06%+9
SELECT SECTOR SPDR TR
ST STR FINL ETF
52,98058,936+5,9562,9022,9100.40%+8
SCHWAB STRATEGIC TR6,8746,881+72072130.03%+6
ISHARES TR1,7281,72802442500.03%+6
MCDONALDS CORP(MCD)1,3681,365-34184240.06%+6
SCHWAB STRATEGIC TR8,7028,707+52482530.03%+5
PROCTER & GAMBLE CO(PG)2,9943,001+74294330.06%+4
HCA HEALTHCARE INC(HCA)64064002993030.04%+4
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,2541,25402402410.03%0
ISHARES TR
CORE MSCI TOTAL
3,6103,508-1023063040.04%-2
VANGUARD INDEX FDS1,7211,72105004940.07%-5
FIFTH THIRD BANCORP(FITB)17,20117,20108057990.11%-6
SCHWAB STRATEGIC TR10,16511,129+9643323240.04%-7
ISHARES TR2,4952,377-1182402270.03%-13
ISHARES TR2,6802,68002582430.03%-15
SCHWAB STRATEGIC TR10,95210,653-2992952730.04%-22
SELECT SECTOR SPDR TR
ST STR DISCR ETF
17,36018,800+1,4402,0732,0490.28%-24
ISHARES TR
US TREAS BD ETF
214,481214,352-1294,9384,9110.67%-28
UNION PAC CORP(UNP)1,3501,150-2003122790.04%-33
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
7,7947,184-6104674290.06%-38
ISHARES TR839761-783252820.04%-42
ISHARES TR6,0006,00008367930.11%-43
VANGUARD INDEX FDS1,7051,467-2384403840.05%-56
BANK AMERICA CORP6,9836,710-2733843270.04%-57
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
204,289197,043-7,2467,8287,7691.06%-59
SPDR SERIES TRUST
ST STR BACKE ETF
34,69132,061-2,6307787180.10%-60
ISHARES TR3,3933,607+2141,6061,5380.21%-68
ISHARES TR135,936135,179-7577,1887,1050.97%-83
TESLA INC(TSLA)1,1311,124-75094180.06%-91
FISERV INC(FISV)9,4439,44306345270.07%-107
BERKSHIRE HATHAWAY INC DEL7,7747,925+1513,9083,7980.52%-110
VANGUARD INDEX FDS5,5414,794-7471,0589410.13%-118
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Capital Investment Counsel, LLC — 13F Holdings — Q1 2026 | TickerTrail