Long-term investor

Capital Investment Counsel, LLC @capitalinvestmentcounselrd-m

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002033609).

Record

  • Tracked since 2025-06-30 (448 days), 90 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.3% · 6 months n/a · 1 year +11.6% · all +11.6%
  • Max drawdown n/a · win rate 12% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287523 · 3.0% · long · since 2025-06-30
  • 09789C838 · 2.7% · long · since 2025-09-30
  • 46138J429 · 2.7% · long · since 2025-06-30
  • 46138J460 · 2.6% · long · since 2025-06-30
  • 46435G250 · 2.6% · long · since 2025-06-30
  • CAT · 2.6% · long · since 2025-06-30
  • 33738D309 · 2.4% · long · since 2025-06-30
  • GOOGL · 2.4% · long · since 2025-06-30
  • AVGO · 2.4% · long · since 2025-06-30
  • AAPL · 2.3% · long · since 2025-06-30
  • 46138J577 · 2.2% · long · since 2025-06-30
  • 46139W858 · 2.0% · long · since 2025-06-30

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