Arkolith/Funds/Capital Investment Management, Inc.

Capital Investment Management, Inc.

CIK 2124549
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Capital Investment Management, Inc. holds a focused book of 132 reported positions worth $326.4M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2026 would be +8% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+7.6%
+18.5%/yr · since Apr '26
Their reported book
+6.2%
held from quarter-end
S&P 500
+12.5%
same window
$10K$10K$11K$11K$11KApr '26May '26Jun '26Jul '26Aug '26Sep '26
Capital Investment Management, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Capital Investment Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
53%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

9% mapped to company sectors

ETFs / funds
90%
Information Technology
4%
Financials
1%
Industrials
1%
Health Care
1%
Consumer Discretionary
1%

+6 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Capital Investment Management, Inc.

Manager / fundShared namesTheir $ in those
Swiss Re Ltd17 / 80$1.0B
BlueSpruce Investments, LP9 / 80$582.8M
GuidedMoney, LLC13 / 80$179.7M
Tenon Financial LLC20 / 80$257.7M
Constellation Investments, Inc.9 / 80$2.6B
Keystone Financial Services33 / 80$318.9M
Prospera Capital Management, LLC21 / 80$260.1M
Hoey Investments, Inc32 / 80$620.1M

Ranked by the share of each fund's own book sitting in the names it shares with Capital Investment Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

132 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$36.4M53.0K
11.1%
−0.9%
Reduced · −464 sh
2SPDR Series Trust
ST STR P500ETF
$34.9M396.9K
10.7%
+0.4%
Added · +2K sh
3Vanguard Star FDS
VG TL INTL STK F
$28.0M327.3K
8.6%
~0%
Reduced · −8 sh
4SPDR Series Trust
ST STR AGGRE ETF
$17.2M674.0K
5.3%
+0.2%
Added · +1K sh
5SPDR Index SHS FDS
ST STR PO EX ETF
$16.8M333.9K
5.2%
+0.9%
Added · +3K sh
6Vanguard Charlotte FDS
TOTAL INT BD ETF
$9.1M188.7K
2.8%
+0.4%
Added · +729 sh
7SPDR Index SHS FDS
ST PORT MARK ETF
$8.5M163.3K
2.6%
+1.3%
Added · +2K sh
8Ishares TR
CORE S&P500 ETF
$7.9M10.5K
2.4%
+80%
Added · +5K sh
9Vanguard BD Index FDS
SHORT TRM BOND
$7.8M99.6K
2.4%
+0.6%
Added · +554 sh
10Ishares TR
CORE UNIVRSL USD
$6.5M139.9K
2.0%
+45%
Added · +44K sh
11Dimensional ETF Trust
US EQUI MARK ETF
$5.3M65.0K
1.6%
−0.5%
Reduced · −320 sh
12Vanguard Index FDS
EXTEND MKT ETF
$5.1M20.8K
1.6%
~0%
Added · +7 sh
13SPDR Series Trust
ST STR NUVEE ETF
$5.0M109.9K
1.5%
+20%
Added · +18K sh
14Ishares TR
S&P 500 GRWT ETF
$4.9M35.7K
1.5%
+0.9%
Added · +306 sh
15SPDR Series Trust
ST LON TREAS ETF
$4.7M179.8K
1.4%
+1.3%
Added · +2K sh
16SPDR Series Trust
ST STR SP600 SML
$3.8M66.7K
1.2%
+0.4%
Added · +280 sh
17Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$3.8M81.3K
1.2%
+0.5%
Added · +434 sh
18Vanguard BD Index FDS
INTERMED TERM
$3.8M49.2K
1.2%
+0.4%
Added · +194 sh
19SPDR Series Trust
ST STR P400MID
$3.7M54.7K
1.1%
+0.7%
Added · +377 sh
20Vanguard BD Index FDS
LONG TERM BOND
$3.7M53.4K
1.1%
+0.7%
Added · +381 sh
21Capital Grp Fixed Incm ETF T
MUN HIGH ETF
$3.6M140.3K
1.1%
+23%
Added · +26K sh
22Capital Grp Fixed Incm ETF T
MUN INM ETF
$3.5M125.7K
1.1%
+19%
Added · +20K sh
23Ishares TR
S&P 500 VAL ETF
$3.4M15.1K
1.1%
−9.2%
Reduced · −2K sh
24Capital Group Dividend Value
SHS CREAT UNIT
$3.0M61.0K
0.9%
+17%
Added · +9K sh
25BlackRock ETF Trust
ISHARES US EQUIT
$2.9M42.9K
0.9%
+8.1%
Added · +3K sh
26Ishares TR
RUS 1000 ETF
$2.8M6.9K
0.9%
−7.2%
Reduced · −534 sh
27SPDR Index SHS FDS
ST INTL CAP ETF
$2.7M61.0K
0.8%
+1.5%
Added · +879 sh
28Capital Group Core Equity Et
SHS CREAT UNIT
$2.7M59.7K
0.8%
+6.3%
Added · +4K sh
29Capital Group Global Equity
SHS
$2.6M72.7K
0.8%
+12%
Added · +8K sh
30SPDR Series Trust
ST STR USD ETF
$2.6M100.7K
0.8%
+4.1%
Added · +4K sh
31Alphabet Inc
CAP STK CL C
$2.4M6.8K
0.7%
+23%
Added · +1K sh
32SPDR Index SHS FDS
ST DOW GLOBA ETF
$2.3M47.1K
0.7%
+1.3%
Added · +612 sh
33Ssga Active ETF TR
ST STR BL LN ETF
$2.3M57.1K
0.7%
+4.1%
Added · +2K sh
34SPDR Series Trust
STATE STRET SPDR
$2.3M67.5K
0.7%
+0.1%
Added · +38 sh
35Ishares Inc
CORE MSCI EMKT
$2.2M27.1K
0.7%
−26%
Reduced · −9K sh
36Dimensional ETF Trust
US COR EQU 2 ETF
$2.2M50.4K
0.7%
−2.5%
Reduced · −1K sh
37Vanguard BD Index FDS
TOTAL BND MRKT
$2.2M29.4K
0.7%
−1.0%
Reduced · −299 sh
38Vanguard Index FDS
TOTAL STK MKT
$2.1M5.8K
0.7%
−0.3%
Reduced · −15 sh
39Nvidia Corporation
COM
$2.1M10.6K
0.7%
−5.5%
Reduced · −614 sh
40Ishares TR
CORE US AGGBD ET
$2.0M20.5K
0.6%
−0.1%
Reduced · −11 sh
41Apple Inc
COM
$2.0M6.8K
0.6%
−16%
Reduced · −1K sh
42Ishares TR
CORE MSCI EAFE
$1.9M19.7K
0.6%
+0.2%
Added · +38 sh
43Ishares TR
MBS ETF
$1.7M17.7K
0.5%
+15%
Added · +2K sh
44Capital Group Dividend Growe
SHS ETF
$1.7M44.0K
0.5%
+29%
Added · +10K sh
45Ishares TR
EAFE GRWTH ETF
$1.6M12.9K
0.5%
+12%
Added · +1K sh
46BlackRock ETF Trust
ISHA I IN TE ETF
$1.6M29.9K
0.5%
−19%
Reduced · −7K sh
47Ishares TR
US TREAS BD ETF
$1.5M64.9K
0.5%
+15%
Added · +8K sh
48Microsoft Corp
COM
$1.4M3.8K
0.4%
−23%
Reduced · −1K sh
49Capital Group GBL Growth Eqt
SHS CREAT UNIT
$1.4M32.3K
0.4%
+1.4%
Added · +448 sh
50Ishares TR
MSCI USA MMENTM
$1.3M3.9K
0.4%
−21%
Reduced · −1K sh
Showing 50 of 132 positions
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Filing history

As-of date vs the date the SEC received each filing

$326.4M · Q2 2026Q4 2025 · $285.9MQ2 2026 · $326.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202616d132$326.4M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202623d125$291.2M13F-HR
Q4 2025Dec 31, 2025Apr 10, 2026100d120$285.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.