Capital Investment Services of America, Inc. — 13F Holdings & Portfolio

CIK 811360 · latest 13F-HR filed 2026-04-27

Capital Investment Services of America, Inc. manages $957.7M in 13F-reported U.S. long-equity assets across 80 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.06%), VCSH (5.61%), GOOG (5.21%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 2, added to 15, and trimmed 39.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$957.7M

Long-equity book

Holdings

80

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+1 / −2 / ↑15 / ↓39

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • QUANTA SVCS INC COM$5.2M +49.7%
  • VANGUARD SHORT-TERM TREASURY ETF$4.4M +23.7%
  • AXON ENTERPRISE INC COM$3.9M +274.6%
  • WABTEC COM$3.0M +9.6%
  • SYNOPSYS INC COM$2.8M +33.1%
Show all 15

Top Trims

  • MICROSOFT CORP COM-$11.7M -22.0%
  • ORACLE CORP COM-$11.7M -31.3%
  • ALPHABET INC CAP STK CL C-$10.8M -17.8%
  • NVIDIA CORPORATION COM-$10.3M -15.1%
  • FISERV INC COM-$7.1M -52.5%
Show all 39

New Positions

  • SHOPIFY INC CL A SUB VTG SHS$5.8M
Show all 1

Exited Positions

  • FACTSET RESH SYS INC COM$362.7K
  • VANGUARD SMALL-CAP ETF$206.4K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION COM NVDA 67066G104 $58.1M 6.06% 333,024 SH
2 VANGUARD SHORT-TERM CORPORATE BOND ETF VCSH 92206C409 $53.8M 5.61% 678,330 SH
3 ALPHABET INC CAP STK CL C GOOG 02079K107 $49.9M 5.21% 173,857 SH
4 MICROSOFT CORP COM MSFT 594918104 $41.5M 4.33% 112,111 SH
5 WABTEC COM WAB 929740108 $34.4M 3.59% 137,576 SH
6 TJX COS INC NEW COM TJX 872540109 $30.8M 3.22% 192,944 SH
7 ECOLAB INC COM ECL 278865100 $29.6M 3.10% 111,424 SH
8 AMAZON COM INC COM AMZN 023135106 $27.0M 2.82% 129,470 SH
9 PTC INC COM PTC 69370C100 $26.5M 2.76% 185,800 SH
10 RESMED INC COM RMD 761152107 $25.7M 2.68% 114,409 SH
11 ORACLE CORP COM ORCL 68389X105 $25.7M 2.68% 174,548 SH
12 DANAHER CORP DEL COM DHR 235851102 $25.5M 2.67% 134,623 SH
13 STRYKER CORPORATION COM SYK 863667101 $24.9M 2.60% 75,778 SH
14 API GROUP CORP COM STK APG 00187Y100 $23.5M 2.45% 579,047 SH
15 VANGUARD SHORT-TERM TREASURY ETF VGSH 92206C102 $22.9M 2.39% 390,454 SH
16 BOOKING HOLDINGS INC COM BKNG 09857L108 $22.4M 2.33% 5,311 SH
17 CORPAY INC COM SHS CPAY 219948106 $22.3M 2.33% 76,664 SH
18 IDEXX LABS INC COM IDXX 45168D104 $21.7M 2.27% 38,630 SH
19 SERVICENOW INC COM NOW 81762P102 $21.1M 2.21% 202,108 SH
20 QUALCOMM INC COM QCOM 747525103 $20.7M 2.16% 160,799 SH
21 TYLER TECHNOLOGIES INC COM TYL 902252105 $19.6M 2.05% 57,228 SH
22 VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF VSDM 922907696 $19.5M 2.04% 256,084 SH
23 SS&C TECH HLDGS COM SSNC 78467J100 $18.5M 1.93% 273,687 SH
24 VANGUARD INTERMEDIATE-TERM TREASURY ETF VGIT 92206C706 $17.6M 1.84% 295,718 SH
25 ISHARES 3-7 YEAR TREASURY BOND ETF IEI 464288661 $17.0M 1.78% 143,566 SH
26 VEEVA SYS INC CL A COM VEEV 922475108 $17.0M 1.77% 96,618 SH
27 ROPER TECHNOLOGIES INC COM ROP 776696106 $16.8M 1.75% 47,351 SH
28 STARBUCKS CORP COM SBUX 855244109 $16.2M 1.69% 181,037 SH
29 QUANTA SVCS INC COM PWR 74762E102 $15.7M 1.64% 28,524 SH
30 ILLUMINA INC COM ILMN 452327109 $15.5M 1.62% 126,148 SH
31 SNOWFLAKE INC COM SHS SNOW 833445109 $15.5M 1.62% 103,004 SH
32 ADOBE INC COM ADBE 00724F101 $13.7M 1.43% 56,464 SH
33 ILLINOIS TOOL WKS INC COM ITW 452308109 $12.2M 1.28% 47,027 SH
34 ISHARES 1-3 YEAR TREASURY BOND ETF SHY 464287457 $11.9M 1.24% 144,350 SH
35 ZEBRA TECHNOLOGIES CORPORATION CL A ZBRA 989207105 $11.1M 1.16% 53,232 SH
36 SYNOPSYS INC COM SNPS 871607107 $11.1M 1.16% 27,933 SH
37 ALPHABET INC CAP STK CL A GOOGL 02079K305 $10.0M 1.04% 34,738 SH
38 VANGUARD SHORT-TERM TAX EXEMPT BOND ETF VTES 921935870 $7.7M 0.81% 76,320 SH
39 ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF IGSB 464288646 $6.4M 0.67% 122,624 SH
40 FISERV INC COM FISV 337738108 $6.4M 0.67% 114,726 SH
41 FASTENAL CO COM FAST 311900104 $6.1M 0.64% 131,691 SH
42 SHOPIFY INC CL A SUB VTG SHS SHOP 82509L107 $5.8M 0.60% 48,783 SH
43 ISHARES NATIONAL MUNI BOND ETF MUB 464288414 $5.7M 0.59% 53,579 SH
44 AXON ENTERPRISE INC COM AXON 05464C101 $5.3M 0.55% 12,409 SH
45 AMETEK INC COM AME 031100100 $5.1M 0.53% 23,634 SH
46 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $4.9M 0.51% 66,210 SH
47 VANGUARD ULTRA-SHORT BOND ETF VUSB 92203C303 $4.6M 0.48% 91,880 SH
48 VANGUARD ULTRA-SHORT TREASURY ETF VGUS 922040852 $3.9M 0.41% 51,992 SH
49 VANGUARD TAX-EXEMPT BOND ETF VTEB 922907746 $3.6M 0.38% 72,725 SH
50 VANGUARD 0-3 MONTH TREASURY BILL ETF VBIL 922040845 $2.2M 0.23% 29,588 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $957.7M 80 0000811360-26-000005
2025-12-31 2026-01-29 $1.06B 81 0000811360-26-000002