account_balance
Investment manager · 13F filer · SEC CIK 2124549
Capital Investment Management, Inc.
Reported value$326Mas of Jun 30, 2026
Positions132 14 new, 7 sold out
Top 10 weight53.0%VOO alone is 11%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
11.1%
SPYMSPDR Series Trust
10.7%
VXUSVanguard Star FDS
8.6%
SPABSPDR Series Trust
5.3%
SPDWSPDR Index SHS FDS
5.2%
BNDXVanguard Charlotte FDS
2.8%
SPEMSPDR Index SHS FDS
2.6%
IVViShares Tr
2.4%Added +80%
BSVVanguard Bd Index FDS
2.4%
IUSBiShares Tr
2.0%
DFUSDimensional ETF Trust
1.6%
VXFVanguard Index FDS
1.6%
VOOVanguard Index FDS
11.1%
SPYMSPDR Series Trust
10.7%
VXUSVanguard Star FDS
8.6%
SPABSPDR Series Trust
5.3%
SPDWSPDR Index SHS FDS
5.2%
BNDX2.8%
SPEM2.6%
IVV2.4%
BSV2.4%
IUSB
DFUS
VXF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 11.1% Held
SPYM SPDR Series Trust 10.7% Held
VXUS Vanguard Star FDS 8.6% Held
SPAB SPDR Series Trust 5.3% Held
SPDW SPDR Index SHS FDS 5.2% Held
BNDX Vanguard Charlotte FDS 2.8% Held
SPEM SPDR Index SHS FDS 2.6% Held
IVV iShares Tr 2.4% Added +80%
BSV Vanguard Bd Index FDS 2.4% Held
IUSB iShares Tr 2.0% Added +45%
DFUS Dimensional ETF Trust 1.6% Held
VXF Vanguard Index FDS 1.6% Held
What changed
Biggest moves since Mar 31, 2026
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