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Capital Investment Services of America, Inc.
Paul A. Muzzey · Investment Advisor · Growth
Capital Investment Services of America, Inc. is an employee-owned investment advisory firm based in Milwaukee, Wisconsin. Since its founding in 1981, the institution has specialized in providing personalized investment management and stewardship for high-net-worth individuals, trusts, businesses, and charitable organizations. The firm differentiates itself through a commitment to 'skin in the game,' as its investment team maintains personal holdings in the same securities recommended to clients. By focusing on a client-driven process involving discovery and implementation, the firm builds custom-tailored portfolios designed to achieve long-term financial objectives. The organization emphasizes integrity, professional transparency, and a disciplined approach to managing client wealth across multiple generations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +6.8% |
| YTD return | +6.1% |
| Sharpe ratio | 0.38 |
| Win rate | 52% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.capinv.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 12.3% | +24.8% |
| NVDA | NVIDIA Corporation | 10.9% | +17.9% |
| MSFT | Microsoft Corporation | 7.2% | +5.5% |
| ORCL | Oracle Corporation | 5.2% | -20.4% |
| WAB | Westinghouse Air Brake Technologies Corp | 5.0% | +23.5% |
| ECL | Ecolab Inc | 4.8% | +0.2% |
| AMZN | Amazon.com Inc | 4.7% | +12.3% |
| TJX | The TJX Companies Inc | 4.5% | -10.4% |
| DHR | Danaher Corporation | 4.4% | +6.3% |
| RMD | ResMed Inc | 4.3% | -6.3% |
| PTC | PTC Inc | 4.3% | -18.4% |
| SYK | Stryker Corporation | 4.1% | -17.8% |
| BKNG | Booking Holdings Inc | 4.0% | -11.9% |
| IDXX | IDEXX Laboratories Inc | 3.9% | -13.7% |
| APG | Api Group Corp | 3.7% | -0.6% |
| QCOM | Qualcomm Incorporated | 3.7% | +15.3% |
| CPAY | Corpay Inc | 3.5% | +29.2% |
| SSNC | SS&C Technologies Holdings Inc | 3.5% | -1.8% |
| NOW | ServiceNow Inc | 3.1% | +8.0% |
| SNOW | Snowflake Inc. | 2.9% | +79.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | RMD | 4.3% → 4.3% |
| Sep 21, 2026 | BUY | BKNG | 4.0% → 4.0% |
| Sep 21, 2026 | SELL | GOOGL | 12.3% → 12.3% |
| Sep 21, 2026 | BUY | PTC | 4.3% → 4.3% |
| Sep 21, 2026 | BUY | ECL | 4.8% → 4.8% |
Investment Style Analysis
Capital Investment Services of America, Inc. is widely recognized for employing a Growth strategy. As of Sep 21, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Capital Investment Services of America, Inc. made a significant move by increasing exposure to RMD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is rooted in the principle of responsible stewardship and long-term capital appreciation. It employs a 'bottom-up' fundamental research process to identify high-quality growth companies with exceptional business models, strong management teams, and rising streams of earnings. Rather than following a simple 'buy and hold' strategy, the firm utilizes a dynamic evaluation process to ensure portfolios remain aligned with clients' risk sensitivities and evolving market conditions. The strategy combines growth-oriented equity selection with carefully chosen fixed-income securities to create balanced, diversified portfolios that prioritize capital preservation and consistent performance over volatile market-capitalization trends.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Capital Investment Services of America, Inc..
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Frequently asked questions
How is the simulated portfolio for Capital Investment Services of America, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Capital Investment Services of America, Inc.'s largest holding?
As of the latest filing, Capital Investment Services of America, Inc.'s top position is Alphabet Inc Class A (GOOGL), representing 12.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Capital Investment Services of America, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +6.8% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 0.38, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Capital Investment Services of America, Inc. primarily invest in?
Capital Investment Services of America, Inc. has a strong preference for the Software - Infrastructure sector, which makes up 15.9% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Capital Investment Services of America, Inc.'s portfolio concentrated or diversified?
Capital Investment Services of America, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Capital Investment Services of America, Inc. performed in 2026?
Our AI-simulated model portfolio for Capital Investment Services of America, Inc. tracks a Year-to-Date (YTD) return of +6.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Paul A. Muzzey manage Capital Investment Services of America, Inc. directly?
Yes, Paul A. Muzzey serves as the key portfolio manager for Capital Investment Services of America, Inc., overseeing the investment strategy and final capital allocation decisions.