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Capital Investment Management, Inc.

Q2 2026 13F Holdings

  • Location
    lees summit, MO
  • Num holdings

    132

  • Value ($000)

    $326,413

  • Date Filed
    07/15/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$36.39M
11 %

52,989

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$34.88M
11 %

396,940

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$27.98M
9 %

327,338

K
KRE

SPDR SERIES TRUST

ST STR AGGRE ETF
78464A649
$17.2M
5 %

673,977

S
SPDW

SPDR INDEX SHS FDS

ST STR PO EX ETF
78463X889
$16.82M
5 %

333,881

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$9.14M
3 %

188,731

S
SPEM

SPDR INDEX SHS FDS

ST PORT MARK ETF
78463X509
$8.45M
3 %

163,273

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.86M
2 %

10,494

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$7.76M
2 %

99,616

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$6.46M
2 %

139,876

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