Capital Investment Services of America, Inc. has filed its latest 13F-HR, disclosing a portfolio valued at over $1 billion as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategy and highlights its positions in various sectors.

The report indicates that Capital Investment Services has a diverse range of investments, with substantial holdings in well-known companies such as Amazon, Starbucks, and Johnson & Johnson. This diversification may reflect the company's strategy to mitigate risk while capitalizing on growth opportunities across different industries.

Background

Capital Investment Services of America, Inc. is a financial services firm based in Milwaukee, Wisconsin. The company operates under the Central Index Key (CIK) number 0000811360 and is categorized as an "other" entity type. It has been active in filing various reports with the SEC, including the recent 13F-HR on November 2, 2026, and previous filings dating back to earlier this year.

What the Filing Says

The 13F-HR filing reveals that Capital Investment Services holds a total portfolio value of $1,092,159,977. The report details 85 different positions, showcasing a range of investments across multiple sectors. Notable holdings include:

"Amazon Com Inc Com" with a value of $31,230,454, and "Starbucks Corp Com" valued at $16,976,272.

These figures indicate a strong commitment to investing in established companies with robust market positions.

Impact

This filing may affect various stakeholders, including clients of Capital Investment Services, potential investors, and competitors in the investment management industry. By disclosing its portfolio, the company enhances transparency, which can build trust with current and prospective clients. Furthermore, the filing may influence how competitors strategize their own investment approaches in response to the holdings and performance of Capital Investment Services.

What's Next

The filing does not specify what happens next for Capital Investment Services. However, it is likely that the company will continue to monitor its investments and make adjustments as necessary in response to market conditions.