Fund Holdings

Capital Investment Counsel, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR059,995+59,99508,795,867+8,795,867
FIRST TR EXCHANGE-TRADED FD0455,240+455,24009,396,154+9,396,154
DUKE ENERGY CORP NEW047,089+47,08906,165,777+6,165,777
BONDBLOXX ETF TRUST0403,041+403,041019,813,496+19,813,496
CANADIAN NAT RES LTD MED TER084,392+84,39204,112,422+4,112,422
CHEVRON CORPORATION075,518+75,518015,624,640+15,624,640
ADVANCED DRAIN SYS INC DEL027,661+27,66103,793,153+3,793,153
FRANKLIN TEMPLETON ETF TR079,752+79,75203,174,927+3,174,927
ADVISORS INNER CIRCLE FD III079,960+79,96003,140,029+3,140,029
EXXON MOBIL CORP061,246+61,246010,390,923+10,390,923
UNITED PARCEL SVCS INC028,873+28,87302,840,526+2,840,526
INVESCO EXCH TRD SLF IDX FD0722,194+722,194014,868,458+14,868,458
CATERPILLAR INC020,359+20,359014,423,688+14,423,688
INVESCO EXCH TRD SLF IDX FD01,168,992+1,168,992019,544,494+19,544,494
SELECT SECTOR SPDR TR031,513+31,51301,930,486+1,930,486
NORTHROP GRUMMAN CORP016,139+16,139011,010,925+11,010,925
COSTCO WHOLESALE CORPORATION012,926+12,926012,879,688+12,879,688
DEERE & CO015,514+15,51408,739,036+8,739,036
DIGITAL RLTY TR INC043,211+43,21107,787,018+7,787,018
WALMART INC085,760+85,760010,658,293+10,658,293
ISHARES TR04,803+4,80303,137,410+3,137,410
BONDBLOXX ETF TRUST016,456+16,4560814,737+814,737
GILEAD SCIENCES INC048,904+48,90406,815,748+6,815,748
AMGEN INC019,702+19,70206,932,073+6,932,073
SOUTHERN CO061,772+61,77205,962,267+5,962,267
SCHWAB STRATEGIC TR0428,888+428,888010,614,982+10,614,982
ALPS ETF TR092,838+92,83806,037,833+6,037,833
SELECT SECTOR SPDR TR019,261+19,26103,115,082+3,115,082
SELECT SECTOR SPDR TR012,088+12,0880604,037+604,037
DARDEN RESTAURANTS INC028,456+28,45605,578,514+5,578,514
PEPSICO INC035,499+35,49905,512,693+5,512,693
ISHARES TR039,098+39,098012,849,898+12,849,898
VANGUARD INTL EQUITY INDEX F075,934+75,93407,421,008+7,421,008
WISDOMTREE TR0145,594+145,59407,649,501+7,649,501
VANGUARD SPECIALIZED FUNDS03,916+3,9160842,250+842,250
ISHARES TR03,445+3,4450365,687+365,687
UNITED RENTALS INC0500+5000364,280+364,280
FIRST TR EXCHANGE-TRADED FD0585,179+585,17909,813,452+9,813,452
VANGUARD WHITEHALL FDS02,118+2,1180313,603+313,603
PUBLIC SVC ENTERPRISE GROUP067,463+67,46305,461,130+5,461,130
CITIZENS FINL GROUP INC068,270+68,27004,094,152+4,094,152
ISHARES TR0428,189+428,189019,919,352+19,919,352
VANGUARD WORLD FD01,545+1,5450267,289+267,289
PROGRESSIVE CORP02,871+2,8710569,147+569,147
BONDBLOXX ETF TRUST04,650+4,6500230,268+230,268
PUBLIC STORAGE OPER CO010,816+10,81602,929,838+2,929,838
LOCKHEED MARTIN CORP01,831+1,83101,106,638+1,106,638
ISHARES TR0200,261+200,261013,523,659+13,523,659
ISHARES TR03,057+3,0570462,864+462,864
LAMAR ADVERTISING CO061,607+61,60707,803,101+7,803,101
ISHARES TR0178,297+178,29708,242,670+8,242,670
INVESCO EXCHANGE TRADED FD T031,803+31,80302,417,664+2,417,664
OREILLY AUTOMOTIVE INC072,420+72,42006,685,090+6,685,090
STATE STR SPDR S&P MIDCAP 4002,379+2,37901,467,512+1,467,512
ISHARES TR042,552+42,55202,264,617+2,264,617
ISHARES TR070,091+70,09106,345,355+6,345,355
INVESCO EXCH TRD SLF IDX FD01,310,877+1,310,877021,577,035+21,577,035
SPDR GOLD TR0883+8830379,946+379,946
EATON CORP PLC03,394+3,39401,213,932+1,213,932
JOHNSON & JOHNSON01,290+1,2900315,299+315,299
ISHARES TR04,835+4,8350399,226+399,226
MERCK & CO INC02,041+2,0410245,533+245,533
VANGUARD SCOTTSDALE FDS071,749+71,74904,200,186+4,200,186
EMERSON ELEC CO050,882+50,88206,666,560+6,666,560
ISHARES TR0141,580+141,58009,936,069+9,936,069
INVESCO EXCHANGE TRADED FD T016,571+16,5710774,527+774,527
VANGUARD TAX-MANAGED FDS05,160+5,1600330,676+330,676
SCHWAB STRATEGIC TR013,457+13,4570374,777+374,777
ISHARES TR03,880+3,8800438,867+438,867
SELECT SECTOR SPDR TR058,936+58,93602,909,670+2,909,670
SCHWAB STRATEGIC TR06,881+6,8810213,036+213,036
ISHARES TR01,728+1,7280250,059+250,059
MCDONALDS CORP01,365+1,3650424,228+424,228
SCHWAB STRATEGIC TR08,707+8,7070253,192+253,192
PROCTER & GAMBLE CO03,001+3,0010433,464+433,464
HCA HEALTHCARE INC0640+6400302,874+302,874
INVESCO EXCHANGE TRADED FD T01,254+1,2540240,637+240,637
STATE STR SPDR S&P 500 ETF T(Call)02,000+2,0000266+266
TESLA INC(Call)01,000+1,0000123+123
INVESCO QQQ TR(Call)0500+500048+48
NVIDIA CORPORATION(Call)02,000+2,0000113+113
AMAZON COM INC(Call)000000
ISHARES TR03,508+3,5080303,933+303,933
VANGUARD INDEX FDS01,721+1,7210494,287+494,287
FIFTH THIRD BANCORP017,201+17,2010799,158+799,158
SCHWAB STRATEGIC TR011,129+11,1290324,196+324,196
ISHARES TR02,377+2,3770226,861+226,861
ISHARES TR02,680+2,6800242,674+242,674
SCHWAB STRATEGIC TR010,653+10,6530273,143+273,143
SELECT SECTOR SPDR TR018,800+18,80002,048,824+2,048,824
ISHARES TR0214,352+214,35204,910,804+4,910,804
UNION PAC CORP01,150+1,1500279,013+279,013
FIRST TR EXCHANGE-TRADED FD07,184+7,1840429,460+429,460
ISHARES TR0761+7610282,253+282,253
ISHARES TR06,000+6,0000792,600+792,600
VANGUARD INDEX FDS01,467+1,4670384,274+384,274
BANK AMERICA CORP06,710+6,7100327,113+327,113
FIRST TR EXCHANGE TRADED FD0197,043+197,04307,769,405+7,769,405
SPDR SERIES TRUST032,061+32,0610717,846+717,846
ISHARES TR03,607+3,60701,538,069+1,538,069
Page 1 of 2