Capital Investment Advisors, LLC
Top Portfolio Positions
487 positions ·
$2,888,303,912 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
481,816 | $122,280,082 | 4.23% |
| GOOGL |
Alphabet Inc.
Communication Services
|
420,395 | $120,888,786 | 4.19% |
| JNJ |
Johnson & Johnson
Healthcare
|
414,005 | $101,199,382 | 3.50% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
267,171 | $87,869,870 | 3.04% |
| MSFT |
Microsoft Corp
Technology
|
214,355 | $79,347,790 | 2.75% |
| CVX |
Chevron Corp
Energy
|
376,105 | $77,816,124 | 2.69% |
| NVDA |
Nvidia Corp
Technology
|
434,621 | $75,797,902 | 2.62% |
| ABBV |
AbbVie Inc.
Healthcare
|
330,429 | $71,865,003 | 2.49% |
| LMT |
Lockheed Martin Corp
Industrials
|
114,917 | $69,454,685 | 2.40% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
233,539 | $68,697,832 | 2.38% |
Portfolio Trend
Holdings in SO
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,792,104 | 640,200 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $55,399,555 | 635,316 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $59,313,226 | 625,865 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $55,731,535 | 606,899 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $54,515,224 | 592,879 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $47,452,129 | 576,435 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $51,248,121 | 568,287 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $43,264,202 | 557,744 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $39,714,044 | 553,583 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $38,011,140 | 542,087 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $35,074,097 | 541,936 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $37,982,559 | 540,677 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $36,461,242 | 524,019 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $37,135,413 | 520,031 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $35,327,496 | 519,522 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $42,998,147 | 602,975 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $42,769,878 | 589,848 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $39,589,450 | 577,274 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $35,571,027 | 574,004 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $33,866,236 | 559,680 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $32,870,518 | 528,805 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $30,130,923 | 490,492 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $26,223,774 | 483,655 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $24,203,631 | 466,801 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $24,417,085 | 450,999 | Shares | Sole | 2020-04-13 | |
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