Capital Investment Counsel, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $645 Billion distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $20.9B, Invesco ETF Self Indexed Fd Tr with a value of $20.4B, Invesco Index Fd Tr Bulletshar with a value of $20.1B, Microsoft Corp with a value of $18B, and First Trust Senior Ln Fund with a value of $16.4B.
Examining the 13F form we can see an increase of $40.2B in the current position value, from $604B to 645B.
Capital Investment Counsel, LLC is based out at Denver, CO
Below you can find more details about Capital Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$645 Billion
ETFs: $242 Billion
Financial Services: $69.6 Billion
Technology: $68 Billion
Industrials: $53 Billion
Consumer Defensive: $41.5 Billion
Healthcare: $31.2 Billion
Consumer Cyclical: $27.3 Billion
Energy: $22.4 Billion
Other: $42.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
