Capital Investment Counsel, LLC

All 13F Filings

Location
Denver, CO
Most recent 13F
Q2 2026
Holdings value ($000)
808,408
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
Q2 2026 7/15/2026 156 808,408 13F-HR Capital Investment Counsel, LLC
Q1 2026 4/23/2026 147 729,806 13F-HR Capital Investment Counsel, LLC
Q4 2025 2/2/2026 140 719,920 13F-HR Capital Investment Counsel, LLC
Q3 2025 11/6/2025 136 679,246 13F-HR Capital Investment Counsel, LLC
Q2 2025 8/1/2025 128 644,576 13F-HR Capital Investment Counsel, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 830 (0.1% of total reported value) · QoQ Δ: +829
Type Value ($000) Share % Inflow Outflow Net
Stocks 423 K 52.4% 23.91 K 0 23.91 K
ETFs 365 K 45.2% 54.07 K 0 54.07 K
Debt 19.66 K 2.4% 0 207 -207
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Fund Snapshot

Q2 2026
Latest filed
7/15/2026
Total value ($000)
808,408
Holdings
156
QoQ value change ($000)
78,602 (10.8%)
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.