Fund HoldingsCapital Investment Counsel, LLC

Total Portfolio Value
$719.92M
Total Bought
$94.83M
Total Sold
$55.19M
Net Transaction
+$39.64M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BONDBLOXX ETF TRUST
BLOOMBERG FVE YR
141,017297,741+156,7246,98514,7322.05%+7,747
SELECT SECTOR SPDR TR
ST STR TECHN ETF
044,401+44,40106,3920.89%+6,392
META PLATFORMS INC(META)6559,958+9,3034816,5730.91%+6,092
DARDEN RESTAURANTS INC(DRI)027,099+27,09904,9870.69%+4,987
UNILEVER PLC(UL)064,888+64,88804,2440.59%+4,244
CITIZENS FINL GROUP INC(CFG)065,344+65,34403,8170.53%+3,817
NOVO-NORDISK A S(NVO)073,253+73,25303,7270.52%+3,727
ALPHABET INC(GOOG)62,06458,099-3,96515,08818,1852.53%+3,097
SELECT SECTOR SPDR TR
ST STR FINL ETF
052,980+52,98002,9020.40%+2,902
SELECT SECTOR SPDR TR
ST STR INDL ETF
016,165+16,16502,5080.35%+2,508
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
891,3561,037,972+146,61615,06417,5622.44%+2,499
FIRST TR EXCHANGE-TRADED FD
STRUCTURED CR IN
0112,194+112,19402,3340.32%+2,334
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
031,182+31,18202,2450.31%+2,245
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2032
503,896608,905+105,00910,52112,7111.77%+2,190
SELECT SECTOR SPDR TR
ST STR DISCR ETF
017,360+17,36002,0730.29%+2,073
ISHARES TR
HIGH YLD SYSTM B
370,924414,853+43,92917,74719,6432.73%+1,896
SELECT SECTOR SPDR TR
ST STR SVC ETF
015,962+15,96201,8790.26%+1,879
CATERPILLAR INC(CAT)22,22521,540-68510,60512,3401.71%+1,735
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
410,767448,171+37,40418,83020,5622.86%+1,733
SELECT SECTOR SPDR TR
ST STR UTIL ETF
040,303+40,30301,7210.24%+1,721
SELECT SECTOR SPDR TR
ST STR CARE ETF
010,840+10,84001,6780.23%+1,678
APPLE INC(AAPL)66,48466,884+40016,92918,1832.53%+1,254
ISHARES TR41,31041,016-29411,20012,3521.72%+1,152
WATERS CORP(WAT)014,151+14,15105,3750.75%+5,375
ELI LILLY & CO(LLY)2,9823,131+1492,2753,3650.47%+1,090
VANGUARD INDEX FDS2,3954,520+2,1251,1492,2050.31%+1,057
AMGEN INC(AMGN)18,36319,058+6955,1826,2380.87%+1,056
ISHARES TR8,64811,091+2,4432,8783,8040.53%+925
MORGAN STANLEY(MS)36,67137,535+8645,8296,6640.93%+834
SPDR SERIES TRUST
ST STR BACKE ETF
034,691+34,69107780.11%+778
AMAZON COM INC(AMZN)039,492+39,49209,1161.27%+9,116
WALMART INC(WMT)86,14586,336+1918,8789,6191.34%+741
WISDOMTREE TR(WT)0210,685+210,68509,7531.35%+9,753
SCHWAB STRATEGIC TR397,780415,357+17,5779,2609,9851.39%+725
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2031 CP
1,248,1321,286,283+38,15120,81921,4742.98%+656
EXXON MOBIL CORP60,34161,857+1,5166,8047,4441.03%+640
FISERV INC(FISV)09,443+9,44306340.09%+634
INVESCO QQQ TR19,63020,194+56411,78512,4051.72%+620
ING GROEP N.V.(ING)270,010272,776+2,7667,0427,6381.06%+596
ISHARES TR2,5323,335+8031,6952,2850.32%+590
ISHARES TR
CORE MSCI EAFE
64,88569,690+4,8055,6656,2340.87%+569
GILEAD SCIENCES INC(GILD)048,916+48,91606,0040.83%+6,004
VANGUARD WORLD FD1,7573,008+1,2517071,2420.17%+535
S&P GLOBAL INC(SPGI)014,703+14,70307,6841.07%+7,684
INTERNATIONAL BUSINESS MACHS(IBM)027,193+27,19308,0551.12%+8,055
ISHARES TR126,097135,936+9,8396,6877,1881.00%+501
VANGUARD INDEX FDS01,721+1,72105000.07%+500
FIRST TR EXCHANGE-TRADED FD533,772557,128+23,3569,0059,4771.32%+472
VANGUARD INDEX FDS01,705+1,70504400.06%+440
ISHARES TR197,716201,880+4,16412,90313,3241.85%+421
ISHARES TR
MSCI INTL QUALTY
172,956177,408+4,4527,6438,0631.12%+420
ALPHABET INC(GOOG)6,8806,614-2661,6762,0750.29%+400
ISHARES TR
US TREAS BD ETF
199,024214,481+15,4574,6014,9380.69%+337
ISHARES TR0839+83903250.05%+325
LAMAR ADVERTISING CO NEW(LAMR)59,54860,133+5857,2907,6121.06%+322
VANGUARD INDEX FDS23,84824,302+4547,8268,1481.13%+322
VANGUARD TAX-MANAGED FDS04,940+4,94003090.04%+309
ARES MANAGEMENT CORPORATION(ARES)058,130+58,13009,3951.31%+9,395
VANGUARD INTL EQUITY INDEX F75,78676,874+1,0886,6576,9490.97%+292
ISHARES TR2,8213,393+5721,3211,6060.22%+285
JPMORGAN CHASE & CO.(JPM)33,80033,926+12610,66110,9321.52%+270
EMERSON ELEC CO(EMR)049,998+49,99806,6360.92%+6,636
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
91,49792,270+77311,47611,7281.63%+253
MASTERCARD INCORPORATED(MA)014,451+14,45108,2501.15%+8,250
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,254+1,25402400.03%+240
ALPS ETF TR
SECTR DIV DOGS
86,21989,748+3,5295,1935,4270.75%+234
VANGUARD SPECIALIZED FUNDS1,0662,106+1,0402304630.06%+233
DEERE & CO(DE)015,833+15,83307,3711.02%+7,371
ISHARES TR35,67339,760+4,0871,9302,1420.30%+213
MERCK & CO INC(MRK)02,018+2,01802120.03%+212
MAGNUM ICE CREAM CO NV(MICC)013,165+13,16502090.03%+209
PEPSICO INC(PEP)34,55234,843+2914,8525,0010.69%+148
MOLSON COORS BEVERAGE CO(TAP)099,567+99,56704,6480.65%+4,648
NVIDIA CORPORATION(NVDA)11,69712,361+6642,1822,3050.32%+123
SPDR S&P MIDCAP 400 ETF TR(MDY)2,0952,227+1321,2491,3440.19%+95
WISDOMTREE TR(WT)137,270140,679+3,4097,1797,2591.01%+80
ISHARES TR22,12723,503+1,3763,1513,2190.45%+67
INVESCO EXCH TRADED FD TR II41,24042,240+1,0004,9935,0400.70%+48
CHEVRON CORP NEW(CVX)75,23576,962+1,72711,68311,7301.63%+47
SPDR GOLD TR(GLD)748783+352663100.04%+44
JOHNSON & JOHNSON(JNJ)1,2341,296+622292680.04%+39
SCHWAB STRATEGIC TR12,03813,076+1,0383173560.05%+39
FIFTH THIRD BANCORP(FITB)17,20117,20107668050.11%+39
VANGUARD INDEX FDS5,5015,541+401,0261,0580.15%+32
SPDR S&P 500 ETF TR(SPY)2,7372,713-241,8231,8500.26%+27
BANK AMERICA CORP6,9836,98303603840.05%+24
ISHARES TR6,0006,00008148360.12%+22
ISHARES TR
CORE MSCI TOTAL
3,4503,610+1602853060.04%+21
TESLA INC(TSLA)1,1081,131+234935090.07%+16
PUBLIC SVC ENTERPRISE GRP IN(PEG)064,541+64,54105,1830.72%+5,183
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
205,718204,289-1,4297,8217,8281.09%+7
HCA HEALTHCARE INC(HCA)685640-452922990.04%+7
MCDONALDS CORP(MCD)1,3581,368+104134180.06%+5
SCHWAB STRATEGIC TR6,8616,874+132032070.03%+3
ISHARES TR3,5363,486-504274300.06%+3
SCHWAB STRATEGIC TR11,13710,952-1852932950.04%+1
AMAZON COM INC(AMZN)(Call)0500+50001+1
NVIDIA CORPORATION(NVDA)(Call)1,0001,000001+1
BROADCOM INC(AVGO)(Call)1,0000-1,00000-0
ISHARES TR1,9351,907-282752690.04%-6
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