Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Capital Investment Advisors, LLC (CIK 1582732) reported $6.84B across 745 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRO ($591.7M, 8.66%), IQLT ($276.7M, 4.05%), EMLP ($186.8M, 2.73%), SDVY ($180.4M, 2.64%), XLK ($129.7M, 1.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $591.7M | 8.66% | 8.4M | Added |
| 2 | IQLT | ISHARES TR | $276.7M | 4.05% | 6.0M | Added |
| 3 | EMLP | FIRST TR EXCHANGE-TRADED FD | $186.8M | 2.73% | 4.3M | Added |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $180.4M | 2.64% | 4.6M | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $129.7M | 1.90% | 976,079 | Added |
| 6 | AAPL | APPLE INC | $122.3M | 1.79% | 481,816 | Added |
| 7 | GOOGL | ALPHABET INC | $120.9M | 1.77% | 420,395 | Trimmed |
| 8 | IVV | ISHARES TR | $119.5M | 1.75% | 182,969 | Added |
| 9 | ANGL | VANECK ETF TRUST | $109.3M | 1.60% | 3.8M | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $101.2M | 1.48% | 414,005 | Trimmed |
| 11 | XLE | SELECT SECTOR SPDR TR | $95.7M | 1.40% | 1.6M | Added |
| 12 | IBDT | ISHARES TR | $95.1M | 1.39% | 3.8M | Added |
| 13 | IBDU | ISHARES TR | $89.9M | 1.31% | 3.9M | Added |
| 14 | IBDV | ISHARES TR | $89.2M | 1.30% | 4.1M | Added |
| 15 | HD | HOME DEPOT INC | $87.9M | 1.29% | 267,171 | Added |
| 16 | CLOI | VANECK ETF TRUST | $87.7M | 1.28% | 1.7M | Added |
| 17 | IBDX | ISHARES TR | $84.2M | 1.23% | 3.3M | Added |
| 18 | CLIP | GLOBAL X FDS | $83.6M | 1.22% | 833,341 | Added |
| 19 | IBDW | ISHARES TR | $80.4M | 1.18% | 3.8M | Added |
| 20 | IBDY | ISHARES TR | $80.3M | 1.17% | 3.1M | Added |
| 21 | MSFT | MICROSOFT CORP | $79.3M | 1.16% | 214,355 | Added |
| 22 | XLC | SELECT SECTOR SPDR TR | $77.7M | 1.14% | 700,795 | Added |
| 23 | CVX | CHEVRON CORPORATION | $77.8M | 1.14% | 376,105 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $75.8M | 1.11% | 434,621 | Added |
| 25 | SDY | SPDR SERIES TRUST | $72.2M | 1.06% | 495,043 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31