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Troy Schuster

Capital Investment Management, Inc.

Assets Managed
$326.413M
Holdings
132
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.11%(2Q avg: 6.97%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Investment Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 132 positions.

Assets under management

The assets under management (AUM) of Capital Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 326.413M in assets, with a quarterly growth rate of 12.11% and a 2-quarter average growth rate of 6.97%. The portfolio is managed by Troy Schuster, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.86%
11.15%
$36.394M
52,989 shares@ $686.83 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.43%
10.69%
$34.883M
396,940 shares@ $87.88 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased 0%
8.58%
$27.984M
327,338 shares@ $85.5 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 0.23%
5.27%
$17.2M
673,977 shares@ $25.52 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 0.9%
5.16%
$16.824M
333,881 shares@ $50.39 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 0.39%
2.81%
$9.14M
188,731 shares@ $48.44 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 1.26%
2.6%
$8.454M
163,273 shares@ $51.78 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 79.7%
2.41%
$7.858M
10,494 shares@ $748.82 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 0.56%
2.38%
$7.761M
99,616 shares@ $77.91 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 45.49%
1.98%
$6.455M
139,876 shares@ $46.15 avg price

1-10 of 132