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Capital Investment Advisors

Latest statistics and disclosures from Capital Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRO, IQLT, SDVY, EMLP, XLK, and represent 20.15% of Capital Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: CSPF (+$84M), HON (+$23M), HONA (+$23M), VGSH (+$17M), EGP (+$11M), VGIT (+$9.5M), VUG (+$7.7M), IBCB (+$7.5M), IQLT (+$6.8M), SDVY (+$6.7M).
Started 67 new stock positions in HONA, GL, KRG, FDXF, VGIT, STK, HUM, LITE, FLC, SPHB.
Reduced shares in these 10 stocks: Honeywell International (-$46M), , PSA (-$11M), IBTG, QGRO, ISPY, CSCO, XLV, IGD, QCOM.
Sold out of its positions in ALB, CME, CTRA, CHD, DOW, Dupont De Nemours, XOM, EIPI, FISV, Honeywell International.
Capital Investment Advisors was a net buyer of stock by $226M.
Capital Investment Advisors has $7.6B in assets under management (AUM), dropping by 11.04%.
Central Index Key (CIK): 0001582732

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Portfolio Holdings for Capital Investment Advisors

Capital Investment Advisors holds 789 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Capital Investment Advisors has 789 total positions. Only the first 250 positions are shown.

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Download the Capital Investment Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	8.5	$644M		8.5M	75.79	View chart
Ishares Tr Msci Intl Qualty (IQLT)	4.0	$303M	+2%	6.1M	49.55	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	2.7	$204M	+3%	4.7M	43.14	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	2.5	$189M		4.4M	43.50	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.5	$188M		989k	190.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$149M		418k	357.37	View chart
Apple (AAPL)	1.9	$141M		488k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$139M		185k	748.89	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.5	$116M	+4%	4.0M	29.24	View chart
Johnson & Johnson (JNJ)	1.4	$105M		415k	253.97	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.3	$98M	+3%	3.9M	25.25	View chart
Home Depot (HD)	1.3	$95M		270k	352.68	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.2	$95M	+7%	1.8M	52.95	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.2	$94M	+4%	4.0M	23.16	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.2	$93M	+4%	4.3M	21.80	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.2	$88M	+5%	3.5M	25.19	View chart
Global X Fds 1 3 Mo T Bi Et (CLIP)	1.2	$88M	+5%	877k	100.34	View chart
NVIDIA Corporation (NVDA)	1.2	$88M		439k	200.09	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.1	$85M	+2%	1.6M	53.11	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.1	$85M	+6%	3.3M	25.75	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	1.1	$85M		43k	1989.46	View chart
Abbvie (ABBV)	1.1	$84M		335k	251.64	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.1	$84M	+4%	4.0M	20.84	View chart
Cohen & Steers Etf Trust Pfd In Op Ac Etf (CSPF)	1.1	$84M	NEW	3.2M	26.08	View chart
Microsoft Corporation (MSFT)	1.1	$83M	+3%	222k	373.02	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.1	$83M	+25%	1.4M	58.20	View chart
Cummins (CMI)	1.1	$81M		113k	713.21	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.0	$78M	+4%	730k	107.13	View chart
JPMorgan Chase & Co. (JPM)	1.0	$77M		236k	327.33	View chart
Qualcomm (QCOM)	1.0	$76M		412k	184.79	View chart
Spdr Series Trust St Str Sp Div (SDY)	1.0	$75M		492k	152.18	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	1.0	$74M	+5%	1.7M	44.03	View chart
Amazon (AMZN)	0.9	$71M	+2%	299k	238.34	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.9	$71M	+8%	2.7M	26.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$70M	+5%	730k	96.43	View chart
Procter & Gamble Company (PG)	0.9	$65M	+2%	445k	146.64	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	0.9	$65M	+10%	2.5M	25.61	View chart
Chevron Corporation (CVX)	0.8	$63M		383k	165.76	View chart
Southern Company (SO)	0.8	$62M		649k	95.71	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.8	$60M		1.1M	53.61	View chart
Lockheed Martin Corporation (LMT)	0.8	$60M		117k	509.46	View chart
American Express Company (AXP)	0.8	$59M		174k	338.25	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.7	$54M	-5%	2.3M	22.89	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.7	$53M	-3%	335k	158.66	View chart
Altria (MO)	0.6	$49M		681k	71.95	View chart
Merck & Co (MRK)	0.6	$48M		377k	128.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$48M		627k	77.11	View chart
Newmont Mining Corporation (NEM)	0.6	$47M		499k	93.40	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.6	$47M	+8%	1.9M	24.22	View chart
Cisco Systems (CSCO)	0.6	$46M	-3%	387k	117.46	View chart
Coca-Cola Company (KO)	0.6	$43M		528k	81.27	View chart
Marsh & McLennan Companies (MRSH)	0.6	$42M		253k	166.67	View chart
Goldman Sachs (GS)	0.5	$41M		41k	1011.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$41M		278k	148.31	View chart
Proshares Tr S&p 500 High Etf (ISPY)	0.5	$40M	-4%	826k	48.19	View chart
Applied Materials (AMAT)	0.5	$39M		54k	723.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$38M		50k	746.78	View chart
Caterpillar (CAT)	0.5	$38M		35k	1064.90	View chart
Eli Lilly & Co. (LLY)	0.5	$36M	+8%	30k	1199.42	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$32M		426k	76.11	View chart
Verizon Communications (VZ)	0.4	$32M		748k	42.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$31M		62k	500.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$31M	+3%	45k	686.81	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.4	$31M		395k	77.03	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.4	$30M		1.1M	28.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$30M		311k	96.58	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$30M		274k	109.07	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$30M	+13%	295k	100.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$29M	-4%	519k	56.48	View chart
Visa Com Cl A (V)	0.4	$28M	+8%	82k	343.09	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$28M	+13%	102k	273.63	View chart
Bank of America Corporation (BAC)	0.4	$28M		483k	56.98	View chart
Oneok (OKE)	0.4	$27M		314k	86.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$27M		105k	252.23	View chart
Citigroup Com New (C)	0.3	$27M		189k	139.96	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$25M	-4%	487k	50.50	View chart
Broadcom (AVGO)	0.3	$24M		64k	377.75	View chart
Honeywell International (HON)	0.3	$23M	NEW	103k	223.90	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$23M	-2%	124k	185.23	View chart
Raytheon Technologies Corp (RTX)	0.3	$23M		120k	189.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$23M		380k	59.69	View chart
Honeywell Aerospace (HONA)	0.3	$23M	NEW	103k	221.08	View chart
Enterprise Products Partners (EPD)	0.3	$22M		595k	36.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$20M	+4%	28k	736.41	View chart
Intel Corporation (INTC)	0.3	$20M	-2%	144k	139.63	View chart
Williams Companies (WMB)	0.3	$20M		269k	74.34	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$20M		891k	22.37	View chart
Kinder Morgan (KMI)	0.3	$20M	+2%	622k	31.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$20M		126k	156.30	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$19M		192k	98.20	View chart
Lam Research Corp Com New (LRCX)	0.2	$19M	-6%	43k	433.33	View chart
At&t (T)	0.2	$18M	-3%	887k	20.70	View chart
Meta Platforms Cl A (META)	0.2	$18M		32k	563.29	View chart
International Business Machines (IBM)	0.2	$18M		63k	281.21	View chart
Wal-Mart Stores (WMT)	0.2	$17M		150k	113.26	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$16M	+6%	660k	24.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$16M	+2%	73k	212.77	View chart
Costco Wholesale Corporation (COST)	0.2	$15M		16k	935.46	View chart
Tesla Motors (TSLA)	0.2	$15M	+2%	36k	420.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$15M	-2%	207k	73.41	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.2	$15M	+4%	735k	20.17	View chart
Cousins Pptys Com New (CUZ)	0.2	$15M	+8%	484k	29.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$14M	+2%	40k	353.33	View chart
Cardinal Health (CAH)	0.2	$14M		59k	237.56	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$14M	+22%	166k	82.84	View chart
Realty Income (O)	0.2	$14M	+4%	222k	61.96	View chart
Digital Realty Trust (DLR)	0.2	$14M		76k	179.58	View chart
Philip Morris International (PM)	0.2	$14M	+2%	75k	180.91	View chart
United Parcel Svcs CL B (UPS)	0.2	$13M	-4%	122k	107.50	View chart
Vici Pptys (VICI)	0.2	$13M	+7%	475k	26.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$12M	-4%	52k	236.62	View chart
Gilead Sciences (GILD)	0.2	$12M	-3%	94k	126.34	View chart
American Homes 4 Rent Cl A (AMH)	0.2	$12M	+10%	352k	33.52	View chart
Advanced Micro Devices (AMD)	0.2	$12M	-2%	20k	580.90	View chart
Amgen (AMGN)	0.2	$11M		32k	362.12	View chart
Bristol Myers Squibb (BMY)	0.1	$11M	-4%	195k	57.62	View chart
EastGroup Properties (EGP)	0.1	$11M	NEW	55k	202.53	View chart
Oracle Corporation (ORCL)	0.1	$10M		70k	146.55	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$10M	-2%	87k	117.28	View chart
Valero Energy Corporation (VLO)	0.1	$10M		39k	260.44	View chart
3M Company (MMM)	0.1	$9.9M		61k	161.91	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$9.7M	-16%	82k	118.05	View chart
Pfizer (PFE)	0.1	$9.6M	-5%	398k	24.08	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$9.5M	NEW	161k	58.98	View chart
Ge Aerospace Com New (GE)	0.1	$9.3M		25k	373.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$9.1M	+513%	106k	86.14	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.1	$9.1M	-14%	1.5M	6.14	View chart
Targa Res Corp (TRGP)	0.1	$9.0M	+5%	34k	268.14	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$9.0M		199k	45.34	View chart
McDonald's Corporation (MCD)	0.1	$9.0M		33k	270.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$8.9M	-4%	24k	370.04	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.1	$8.9M		387k	23.09	View chart
Norfolk Southern (NSC)	0.1	$8.9M		28k	314.59	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.1	$8.5M	-8%	2.3M	3.64	View chart
Micron Technology (MU)	0.1	$8.4M	+6%	7.3k	1154.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$8.4M	+6%	38k	219.43	View chart
Mastercard Incorporated Cl A (MA)	0.1	$8.2M		16k	513.61	View chart
Duke Energy Corp Com New (DUK)	0.1	$8.2M		65k	126.58	View chart
UnitedHealth (UNH)	0.1	$7.9M		19k	415.63	View chart
Ge Vernova (GEV)	0.1	$7.9M	+3%	6.7k	1174.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$7.7M		99k	77.91	View chart
Ishares Tr Ibonds Dec 2036 (IBCB)	0.1	$7.5M	NEW	300k	25.16	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$7.3M	+4%	63k	115.98	View chart
Deere & Company (DE)	0.1	$7.2M	-3%	11k	634.36	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$7.2M		375k	19.12	View chart
American Electric Power Company (AEP)	0.1	$7.1M	-2%	52k	136.81	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$6.8M	-8%	669k	10.22	View chart
Pepsi (PEP)	0.1	$6.7M	+2%	50k	135.40	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.1	$6.7M		216k	30.85	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$6.4M		77k	83.07	View chart
Nextera Energy (NEE)	0.1	$6.3M		72k	87.77	View chart
CVS Caremark Corporation (CVS)	0.1	$5.9M	-7%	57k	103.45	View chart
Pinnacle West Capital Corporation Call Option (PNW)	0.1	$5.9M	-5%	55k	107.00	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.1	$5.7M	+21%	51k	112.10	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$5.6M	+158%	106k	53.09	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$5.6M		220k	25.56	View chart
Netflix (NFLX)	0.1	$5.6M	+24%	78k	71.40	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.1	$5.5M	+3%	296k	18.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$5.5M	+33%	16k	342.83	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.1	$5.4M	-7%	581k	9.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$5.4M		15k	368.38	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$5.4M	-7%	57k	94.93	View chart
Snap-on Incorporated (SNA)	0.1	$5.3M		13k	402.39	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$5.3M	-3%	66k	81.00	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.8M	+3%	39k	124.44	View chart
Walt Disney Company (DIS)	0.1	$4.7M	-3%	49k	96.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.7M	+296%	38k	124.17	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$4.6M		68k	67.01	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.1	$4.5M	-3%	111k	40.67	View chart
Dominion Resources (D)	0.1	$4.5M	-3%	66k	68.29	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$4.5M	+4%	91k	49.28	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$4.4M		395k	11.11	View chart
Boeing Company (BA)	0.1	$4.4M	+4%	20k	216.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.3M	+3%	135k	31.71	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$4.2M		8.9k	477.55	View chart
Morgan Stanley Com New (MS)	0.1	$4.2M	+2%	20k	209.04	View chart
EOG Resources (EOG)	0.1	$4.2M	-3%	32k	129.73	View chart
Illinois Tool Works (ITW)	0.1	$4.1M	+3%	15k	270.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.9M		18k	217.93	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$3.9M	+53%	20k	199.81	View chart
Freeport Mcmoran CL B (FCX)	0.1	$3.8M	+13%	61k	62.89	View chart
Prologis (PLD)	0.0	$3.8M		28k	135.47	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$3.7M	-2%	316k	11.74	View chart
Palo Alto Networks (PANW)	0.0	$3.7M	+5%	11k	341.03	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$3.7M		306k	12.12	View chart
Texas Instruments Incorporated (TXN)	0.0	$3.6M	+2%	12k	298.06	View chart
Welltower Inc Com reit (WELL)	0.0	$3.6M	-6%	16k	226.97	View chart
Capital Group International SHS (CGIC)	0.0	$3.5M	+20%	97k	36.39	View chart
General Dynamics Corporation (GD)	0.0	$3.4M		9.6k	354.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$3.3M	+9%	21k	158.03	View chart
Emerson Electric (EMR)	0.0	$3.3M		23k	143.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$3.3M	+34%	42k	79.03	View chart
Target Corporation (TGT)	0.0	$3.3M	-2%	25k	130.61	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$3.2M		36k	87.93	View chart
Cadence Design Systems (CDNS)	0.0	$3.2M	+2%	8.5k	375.30	View chart
Eaton Corp SHS (ETN)	0.0	$3.2M	+3%	7.4k	426.13	View chart
O'reilly Automotive (ORLY)	0.0	$3.1M		34k	92.09	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.1M	-2%	27k	116.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$3.1M		10k	303.12	View chart
Wells Fargo & Company (WFC)	0.0	$3.1M	-3%	37k	82.64	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$3.1M	-2%	40k	76.70	View chart
Kla Corp Com New (KLAC)	0.0	$3.0M	+1003%	10k	301.72	View chart
Marriott Intl Cl A (MAR)	0.0	$2.9M		7.9k	370.57	View chart
Iron Mountain (IRM)	0.0	$2.9M		23k	126.31	View chart
Union Pacific Corporation (UNP)	0.0	$2.9M	-7%	11k	272.00	View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI)	0.0	$2.8M	+31%	75k	38.09	View chart
McKesson Corporation (MCK)	0.0	$2.8M	+2%	3.8k	755.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$2.8M	-16%	96k	29.43	View chart
Enbridge (ENB)	0.0	$2.7M		51k	54.21	View chart
AFLAC Incorporated (AFL)	0.0	$2.7M	-2%	23k	117.25	View chart
Consolidated Edison (ED)	0.0	$2.7M	-2%	24k	110.63	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$2.7M	+2%	120k	22.14	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.0	$2.6M	+33%	26k	100.60	View chart
Truist Financial Corp equities (TFC)	0.0	$2.6M	+2%	51k	49.82	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$2.5M	+17%	3.3k	763.19	View chart
Republic Services (RSG)	0.0	$2.5M		12k	213.08	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$2.5M	-3%	191k	13.22	View chart
Chubb (CB)	0.0	$2.5M		7.3k	340.75	View chart
Waste Management (WM)	0.0	$2.5M	-2%	11k	222.89	View chart
Dws Municipal Income Cf non-tax cef (KTF)	0.0	$2.5M	-2%	267k	9.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$2.4M	+691%	20k	119.52	View chart
Lowe's Companies (LOW)	0.0	$2.4M	-6%	11k	220.48	View chart
Bny Mellon Strategic Muns (LEO)	0.0	$2.4M	-2%	370k	6.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$2.4M	-2%	34k	71.25	View chart
Pgim Short Duration High Yie (ISD)	0.0	$2.4M	-10%	182k	13.06	View chart
Moody's Corporation (MCO)	0.0	$2.4M	+4%	5.3k	452.94	View chart
Ares Dynamic Cr Allocation (ARDC)	0.0	$2.4M		188k	12.63	View chart
Abbott Laboratories (ABT)	0.0	$2.4M	+10%	26k	90.74	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$2.3M	+28%	97k	24.14	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$2.3M		34k	68.93	View chart
Main Street Capital Corporation (MAIN)	0.0	$2.3M	-2%	45k	51.88	View chart
L3harris Technologies (LHX)	0.0	$2.3M		8.0k	290.58	View chart
Kimberly-Clark Corporation (KMB)	0.0	$2.3M	-6%	21k	109.77	View chart
CSX Corporation (CSX)	0.0	$2.3M	-8%	48k	47.53	View chart
Automatic Data Processing (ADP)	0.0	$2.3M	+13%	10k	223.95	View chart
Public Storage (PSA)	0.0	$2.2M	-82%	7.1k	318.29	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$2.2M	+19%	2.3k	965.17	View chart
Direxion Shares Etf Trust Daily Financial (FAS)	0.0	$2.2M	-5%	15k	147.18	View chart
Barings Global Short Duration Com cef (BGH)	0.0	$2.2M		155k	14.10	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$2.1M	-3%	35k	61.46	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	0.0	$2.1M	NEW	57k	37.48	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.1M	+5%	31k	68.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf Call Option (SCHG)	0.0	$2.1M	-4%	62k	33.84	View chart
Nike CL B (NKE)	0.0	$2.1M	-4%	50k	41.05	View chart
Nucor Corporation (NUE)	0.0	$2.1M	+7%	9.2k	222.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$2.0M		5.8k	343.92	View chart
Pembina Pipeline Corp (PBA)	0.0	$2.0M		42k	46.25	View chart
Huntington Ingalls Inds (HII)	0.0	$2.0M		7.0k	279.88	View chart
Delta Air Lines Com New (DAL)	0.0	$1.9M	+4%	21k	93.66	View chart
Corning Incorporated (GLW)	0.0	$1.9M	-3%	7.6k	255.44	View chart

Past Filings by Capital Investment Advisors

SEC 13F filings are viewable for Capital Investment Advisors going back to 2013

Capital Investment Advisors 2026 Q2 filed Aug. 6, 2026
Capital Investment Advisors 2026 Q1 restated filed April 17, 2026
Capital Investment Advisors 2026 Q1 filed April 16, 2026
Capital Investment Advisors 2025 Q4 filed Jan. 13, 2026
Capital Investment Advisors 2025 Q3 filed Oct. 23, 2025
Capital Investment Advisors 2025 Q2 amended filed July 17, 2025
Capital Investment Advisors 2025 Q2 filed July 15, 2025
Capital Investment Advisors 2025 Q1 filed April 14, 2025
Capital Investment Advisors 2024 Q4 filed Jan. 13, 2025
Capital Investment Advisors 2024 Q3 filed Oct. 17, 2024
Capital Investment Advisors 2024 Q2 filed July 12, 2024
Capital Investment Advisors 2024 Q1 filed April 15, 2024
Capital Investment Advisors 2023 Q4 filed Jan. 5, 2024
Capital Investment Advisors 2023 Q3 filed Oct. 16, 2023
Capital Investment Advisors 2023 Q2 filed July 11, 2023
Capital Investment Advisors 2023 Q1 filed April 10, 2023

View all past filings

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