Capital Investment Services of America, Inc.
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,092,160
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 85 | 1,092,160 | 13F-HR | Capital Investment Services of America, Inc. |
| Q2 2026 | 7/22/2026 | 83 | 1,020,678 | 13F-HR | Capital Investment Services of America, Inc. |
| Q1 2026 | 4/27/2026 | 80 | 957,706 | 13F-HR | Capital Investment Services of America, Inc. |
| Q4 2025 | 1/29/2026 | 81 | 1,059,738 | 13F-HR | Capital Investment Services of America, Inc. |
| Q3 2025 | 11/3/2025 | 84 | 1,125,663 | 13F-HR | Capital Investment Services of America, Inc. |
| Q2 2025 | 7/30/2025 | 84 | 1,093,002 | 13F-HR | Capital Investment Services of America, Inc. |
| Q2 2014 | 7/1/2014 | 56 | 404,549 | 13F-HR | Capital Investment Services of America, Inc. |
| Q1 2014 | 4/4/2014 | 55 | 397,319 | 13F-HR | Capital Investment Services of America, Inc. |
| Q4 2013 | 1/10/2014 | 56 | 395,812 | 13F-HR | Capital Investment Services of America, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 902.8 K | 82.7% | 74.78 K | 0 | 74.78 K |
| ETFs | 189.4 K | 17.3% | 0 | 3.3 K | -3.3 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
1,092,160
Holdings
85
QoQ value change ($000)
71,482
(7.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.