Arkolith/Funds/Capital Investment Services of America, Inc.

Capital Investment Services of America, Inc.

CIK 811360
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Capital Investment Services of America, Inc. holds a diversified book of 83 stocks worth $1.0B as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Samsara Inc-CL A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2024 would be +6% (+3.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Capital Investment Services of America, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
24
existing
Trimmed
41
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.2%
+3.5%/yr · since Oct '24
Their reported book
+0.3%
held from quarter-end
S&P 500
+29.7%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Capital Investment Services of America, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.9 points over this window.

Growth of $10,000 cloning Capital Investment Services of America, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
39%
Top 20 holdings
62%

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

Direct sector allocation

81% mapped to company sectors

Information Technology
39%
ETF / fund or unclassified
19%
Industrials
16%
Health Care
12%
Consumer Discretionary
8%
Materials
3%
Communication Services
3%
Financials
1%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Capital Investment Services of America, Inc.

Manager / fundShared namesTheir $ in those
WELLS FARGO & COMPANY/MN80 / 80$127.5B
UBS Group AG80 / 80$118.9B
LPL Financial LLC80 / 80$61.7B
TRUIST FINANCIAL CORP80 / 80$20.3B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$15.2B
OSAIC HOLDINGS, INC.80 / 80$14.0B
MORGAN STANLEY79 / 80$465.6B
JPMORGAN CHASE & CO79 / 80$463.0B

Ranked by how many of Capital Investment Services of America, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

83 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation Com
Stock
$63.1M315.3K
6.2%
−5.3%
Reduced · −18K sh
2Alphabet Inc Cap STK CL C
Stock
$59.3M167.9K
5.8%
−3.4%
Reduced · −6K sh
3Vanguard Short-Term Corporate Bond ETF
ETF
$53.4M675.3K
5.2%
−0.4%
Reduced · −3K sh
4Microsoft Corp Com
Stock
$42.1M112.9K
4.1%
+0.7%
Added · +797 sh
5Wabtec Com
Stock
$34.4M127.7K
3.4%
−7.2%
Reduced · −10K sh
6Ecolab Inc Com
Stock
$30.8M110.6K
3.0%
−0.8%
Reduced · −837 sh
7Amazon Com Inc Com
Stock
$30.1M126.5K
3.0%
−2.3%
Reduced · −3K sh
8TJX Cos Inc New Com
Stock
$29.0M191.2K
2.8%
−0.9%
Reduced · −2K sh
9Qualcomm Inc Com
Stock
$27.7M149.9K
2.7%
−6.8%
Reduced · −11K sh
10Snowflake Inc Com SHS
Stock
$26.6M104.4K
2.6%
+1.4%
Added · +1K sh
11Danaher Corp Del Com
Stock
$25.8M135.6K
2.5%
+0.8%
Added · +1K sh
12Oracle Corp Com
Stock
$25.2M172.1K
2.5%
−1.4%
Reduced · −2K sh
13Corpay Inc Com SHS
Stock
$25.2M75.6K
2.5%
−1.4%
Reduced · −1K sh
14Stryker Corporation Com
Stock
$24.1M76.6K
2.4%
+1.1%
Added · +809 sh
15Vanguard Short-Term Treasury ETF
ETF
$23.5M403.9K
2.3%
+3.4%
Added · +13K sh
16Api Group Corp Com STK
Stock
$23.4M553.4K
2.3%
−4.4%
Reduced · −26K sh
17Booking Holdings Inc Com
Stock
$23.2M130.1K
2.3%
24×
Added · +125K sh
18Illumina Inc Com
Stock
$22.8M129.7K
2.2%
+2.8%
Added · +4K sh
19Resmed Inc Com
Stock
$22.4M114.8K
2.2%
+0.4%
Added · +440 sh
20Vanguard Short Duration Tax-Exempt Bond ETF
ETF
$21.5M280.9K
2.1%
+9.7%
Added · +25K sh
21Servicenow Inc Com
Stock
$21.0M211.9K
2.1%
+4.8%
Added · +10K sh
22PTC Inc Com
Stock
$21.0M185.0K
2.1%
−0.5%
Reduced · −840 sh
23Idexx Labs Inc Com
Stock
$20.5M39.0K
2.0%
+0.9%
Added · +347 sh
24Quanta Svcs Inc Com
Stock
$20.1M28.0K
2.0%
−2.0%
Reduced · −571 sh
25Starbucks Corp Com
Stock
$18.4M180.1K
1.8%
−0.5%
Reduced · −953 sh
26Veeva Sys Inc CL A Com
Stock
$18.0M101.4K
1.8%
+4.9%
Added · +5K sh
27Vanguard Intermediate-Term Treasury ETF
ETF
$17.5M296.6K
1.7%
+0.3%
Added · +860 sh
28Tyler Technologies Inc Com
Stock
$17.3M59.1K
1.7%
+3.2%
Added · +2K sh
29SS&C Tech Hldgs Com
Stock
$16.6M267.9K
1.6%
−2.1%
Reduced · −6K sh
30Ishares 3-7 Year Treasury Bond ETF
ETF
$16.2M137.9K
1.6%
−4.0%
Reduced · −6K sh
31Roper Technologies Inc Com
Stock
$15.9M47.1K
1.6%
−0.6%
Reduced · −287 sh
32Zebra Technologies Corporation CL A
Stock
$15.9M60.4K
1.6%
+14%
Added · +7K sh
33Synopsys Inc Com
Stock
$14.2M31.9K
1.4%
+14%
Added · +4K sh
34Samsara Inc Com CL A
Stock
$14.2M438.2K
1.4%
New
New position
35Illinois Tool WKS Inc Com
Stock
$12.5M46.0K
1.2%
−2.1%
Reduced · −986 sh
36Alphabet Inc Cap STK CL A
Stock
$12.1M33.8K
1.2%
−2.7%
Reduced · −945 sh
37Shopify Inc CL A Sub VTG SHS
Stock
$11.8M103.3K
1.2%
+112%
Added · +55K sh
38Ishares 1-3 Year Treasury Bond ETF
ETF
$11.5M139.9K
1.1%
−3.1%
Reduced · −4K sh
39Axon Enterprise Inc Com
Stock
$10.6M18.8K
1.0%
+52%
Added · +6K sh
40Ishares 1-5 Year Investment Grade Corporate Bond ETF
ETF
$6.3M119.8K
0.6%
−2.3%
Reduced · −3K sh
41Fastenal Co Com
Stock
$6.3M130.5K
0.6%
−0.9%
Reduced · −1K sh
42Ametek Inc Com
Stock
$5.7M23.6K
0.6%
Held
43Ishares National Muni Bond ETF
ETF
$5.5M50.9K
0.5%
−5.0%
Reduced · −3K sh
44Vanguard Short-Term Tax Exempt Bond ETF
ETF
$5.4M53.2K
0.5%
−30%
Reduced · −23K sh
45Vanguard Ultra-Short Bond ETF
ETF
$4.7M94.0K
0.5%
+2.3%
Added · +2K sh
46Vanguard 0-3 Month Treasury Bill ETF
ETF
$4.4M58.8K
0.4%
+99%
Added · +29K sh
47Vanguard Total Bond Market ETF
ETF
$4.3M58.3K
0.4%
−12%
Reduced · −8K sh
48Vanguard Ultra-Short Treasury ETF
ETF
$4.2M55.6K
0.4%
+6.9%
Added · +4K sh
49Adobe Inc Com
Stock
$4.1M20.0K
0.4%
−65%
Reduced · −36K sh
50Vanguard Tax-Exempt Bond ETF
ETF
$3.6M70.5K
0.3%
−3.0%
Reduced · −2K sh
Showing 50 of 83 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202683$1.0B13F-HR
Q1 2026Mar 31, 2026Apr 27, 202680$957.7M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202681$1.1B13F-HR
Q3 2025Sep 30, 2025Nov 3, 202584$1.1B13F-HR
Q2 2025Jun 30, 2025Jul 30, 202584$1.1B13F-HR
Q1 2025Mar 31, 2025Apr 16, 202577$986.8M13F-HR
Q4 2024Dec 31, 2024Jan 27, 202577$1.0B13F-HR
Q3 2024Sep 30, 2024Oct 30, 202475$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.