SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Capital Investment Counsel, LLC

CIK 0002033609 · 600 GRANT STREET, SUITE 450, DENVER, CO, 80203 · 303-859-3550

Reported Value
$510M
Q2 2024
Positions
130
Filings on Record
10
2019–present window
Filed
Aug 14, 2024
original filing

Summary

Capital Investment Counsel, Llc reported $510M in U.S.-listed holdings across 130 positions for Q2 2024.

Its largest position, AVGO, represents 3.4% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $510MQ2 ’24Q3 ’24: $578MQ3 ’24Q4 ’24: $599MQ4 ’24Q1 ’25: $604MQ1 ’25Q2 ’25: $645MQ2 ’25Q3 ’25: $679MQ3 ’25Q4 ’25: $720MQ4 ’25Q1 ’26: $730MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$730M147Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$720M140Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$679M136Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$645M128Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$604M120May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$599M118Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$578M125Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$510M130Aug 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.