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Capital Investment Advisory Services, LLC

CIK
1659203
City
RALEIGH
State / Country
NC

Top Portfolio Positions

312 positions · $563,786,646 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in HFRO

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $73,521 12,876
2025-12-31 $79,886 13,359
2025-09-30 $83,521 13,153
2025-06-30 $67,293 12,941
2025-03-31 $55,655 10,703
2024-12-31 $54,728 10,545
2024-09-30 $113,742 18,555
2024-06-30 $105,812 16,930
2024-03-31 $118,174 16,810
2023-12-31 $101,261 13,168
2023-09-30 $97,943 12,182
2023-06-30 $120,613 13,357
2023-03-31 $116,810 13,289
2022-12-31 $141,542 13,742
2022-09-30 $138,218 14,220