Capital Investment Counsel, Inc Portfolio Stock Holdings

According to the SEC 13F filed on July 27, 2026, Capital Investment Counsel, Inc disclosed 260 stock positions valued at approximately $929.31M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and COSTCO WHOLESALE CORPORATION.

Report Period
June 30, 2026
No. of Stocks
260
Portfolio Value
$929.31M
Holdings by Sector
Capital Investment Counsel, Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology16.69%536,055-8,483-1.56%$155,112,839
NVIDIA CORPORATIONNVDATechnology12.06%560,003-12,725-2.22%$112,051,000
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive6.22%61,747-1,848-2.91%$57,762,563
APPLIED MATLS INCAMATTechnology5.30%68,157-1,138-1.64%$49,277,764
ALPHABET INCGOOGCommunication Services4.05%106,559-1,551-1.43%$37,650,371
WALMART INCWMTConsumer Defensive3.29%269,976-12,165-4.31%$30,577,445
MARVELL TECHNOLOGY INCMRVLTechnology2.99%93,206-28,626-23.50%$27,765,069
RBB FD INCTBILOther2.84%528,870+70,091+15.28%$26,369,444
AMAZON COM INCAMZNConsumer Cyclical2.61%101,801-5,760-5.36%$24,263,250
CISCO SYS INCCSCOTechnology1.93%152,811-10,564-6.47%$17,949,164
MICROSOFT CORPMSFTTechnology1.91%47,532+800+1.71%$17,730,526
TERADYNE INCTERTechnology1.47%28,238-900-3.09%$13,662,674
PALANTIR TECHNOLOGIES INCPLTRTechnology1.25%99,360+1,418+1.45%$11,592,331
PROCTER & GAMBLE COPGConsumer Defensive1.22%77,598+9,597+14.11%$11,379,015
PROSHARES TRSSOOther1.22%167,727+8,685+5.46%$11,301,445
CATERPILLAR INCCATIndustrials1.10%9,610-1,260-11.59%$10,233,157
LOWES COS INCLOWConsumer Cyclical1.08%45,506-1,405-3.00%$10,033,712
EXXON MOBIL CORPXOMEnergy1.08%73,098-5,083-6.50%$9,993,923
COCA COLA COKOConsumer Defensive1.03%117,990-4,871-3.96%$9,589,060
ADVANCED MICRO DEVICES INCAMDTechnology1.00%16,022-1,408-8.08%$9,307,340
ALPHABET INCGOOGLCommunication Services0.99%25,647+273+1.08%$9,165,468
QUALCOMM INCQCOMTechnology0.90%45,306-10,590-18.95%$8,372,155
SCHWAB CHARLES CORPSCHWFinancial Services0.81%81,255-1,699-2.05%$7,497,419
CORNING INCGLWTechnology0.80%29,170-1,080-3.57%$7,450,893
LAM RESEARCH CORPLRCXOther0.76%16,340-224-1.35%$7,080,612
LOCKHEED MARTIN CORPLMTIndustrials0.70%12,754-239-1.84%$6,497,653
DECKERS OUTDOOR CORPDECKConsumer Cyclical0.68%63,687-415-0.65%$6,323,482
SKYWORKS SOLUTIONS INCSWKSTechnology0.66%90,478-4,051-4.29%$6,134,430
MICRON TECHNOLOGY INCMUTechnology0.62%5,020-130-2.52%$5,794,536
ADOBE INCADBETechnology0.62%28,167-430-1.50%$5,774,798
Showing 30 of 260 holdings in the latest reporting period.
Capital Investment Counsel, Inc Portfolio Stock Holdings | InsiderSet