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Home > Institutional Investor > Capital Investment Counsel, Llc > Profile

Instuitional Investor - Capital Investment Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Capital Investment Counsel, Llc
Portfolio Value $644,576,450
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 75,727 $20,874,282 3.24%
2.
Invesco Exch Trd Slf Idx Fd
 1,231,957 $20,364,249 3.16%
3.
Invesco Exch Trd Slf Idx Fd
 1,075,510 $20,112,037 3.12%
4.
Microsoft Corp
 MSFT 36,147 $17,979,670 2.79%
5.
First Tr Exchange-Traded Fd
 356,598 $16,364,282 2.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)