AiSiWhale

AI & tech investing

Capital Investment Advisory Services, LLC

CIK 1659203

13F filing for Q2 2026・No. 1,905

Holdings
US$1.62B
Quarter change
+US$249.27M
Entries
1,301
Net bought (estimate)
+US$115.88M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 140
  • Sold out 42
  • Cut 352
  • Added 507
  • Corporate actions 2
  • Unchanged 291

Largest holdings

1,290 stocks worth US$1.62B, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOMAddedUS$55.64M3.43%
SPDR SERIES TRUSTST STR BLO 1 ETFCutUS$50.47M3.12%
AAPLAppleCOMAddedUS$37.37M2.31%
AMZNAmazonCOMAddedUS$27.4M1.69%
VANGUARD INDEX FDSVALUE ETFAddedUS$26.14M1.61%
GOOGALPHABET INCCAP STK CL CAddedUS$25.96M1.60%
NEOS ETF TRUSTNASDAQ 100 HIGHAddedUS$23.49M1.45%
VUGVANGUARD INDEX FDSGROWTH ETFAddedSplit 10:1US$21.81M1.35%
JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETFCutUS$20.94M1.29%
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUMAddedUS$20.23M1.25%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.