Capital Investment Advisors, LLC
Top Portfolio Positions
487 positions ·
$2,916,542,608 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
481,816 | $122,280,082 | 4.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
420,395 | $120,888,786 | 4.14% | |
| JNJ |
Johnson & Johnson
Healthcare
|
414,005 | $101,199,382 | 3.47% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
267,171 | $87,869,870 | 3.01% | |
| MSFT |
Microsoft Corp
Technology
|
214,355 | $79,347,790 | 2.72% | |
| CVX |
Chevron Corp
Energy
|
376,105 | $77,816,124 | 2.67% | |
| NVDA |
Nvidia Corp
Technology
|
434,621 | $75,797,902 | 2.60% | |
| ABBV |
AbbVie Inc.
Healthcare
|
330,429 | $71,865,003 | 2.46% | |
| LMT |
Lockheed Martin Corp
Industrials
|
114,917 | $69,454,685 | 2.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
233,539 | $68,697,832 | 2.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JFR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,687,991 | 224,467 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,847,269 | 235,922 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,026,807 | 247,776 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,195,093 | 259,161 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,253,358 | 266,040 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,526,509 | 283,241 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,562,395 | 290,521 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,495,663 | 288,516 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,650,864 | 303,650 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,571,684 | 312,857 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,677,461 | 326,122 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,794,288 | 227,413 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,889,731 | 230,455 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,897,774 | 239,618 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $1,950,106 | 240,457 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $2,014,393 | 241,534 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $2,691,638 | 268,895 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $7,167,338 | 704,753 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $6,995,910 | 694,728 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $6,508,561 | 649,557 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $6,346,194 | 656,956 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,964,149 | 682,397 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $5,881,901 | 707,810 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,647,844 | 714,917 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $5,423,180 | 718,302 | Shares | Sole | 2020-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||