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Capital Investment Management, Inc.

Q1 2026 13F Holdings

  • Location
    lees summit, MO
  • Num holdings

    125

  • Value ($000)

    $291,166

  • Date Filed
    04/23/2026
  • Form type
    13F-HR
  • CIK
    0002124549
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$31.94M
11 %

53,453

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$30.25M
10 %

395,273

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$25.24M
9 %

327,346

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A649
$17.23M
6 %

672,497

S
SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
78463X889
$15.11M
5 %

330,930

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$9.03M
3 %

188,002

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$7.77M
3 %

99,062

S
SPEM

SPDR INDEX SHS FDS

STATE STREET SPD
78463X509
$7.56M
3 %

161,248

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A664
$4.67M
2 %

177,484

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$4.63M
2 %

65,312

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