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Portfolio (Quarterly) Guide ↗

Cape Investment Advisory, Inc.

· CIK 0001944437
13F Portfolio $374M AUM 2,064 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1449 New
Page 13 of 73  ·  1,449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ECVT ECOVYST INC Basic Materials 14,800.0 $184K 0.05% NEW $12.45 -18.1%
242 IXN ISHARES TR 1,272.0 $184K 0.05% NEW $144.48 -3.3%
243 NVIR LISTED FDS TR 4,710.0 $183K 0.05% NEW $38.79 +4.3%
244 EIX EDISON INTL Utilities 2,430.0 $181K 0.05% NEW $74.45 -0.9%
245 ADI ANALOG DEVICES INC Technology 454.0 $180K 0.05% NEW $397.17 -5.9%
246 EXC EXELON CORP Utilities 3,859.0 $180K 0.05% NEW $46.62 -2.5%
247 USMC PRINCIPAL EXCHANGE TRADED FD 2,412.0 $179K 0.05% NEW $74.13 +2.9%
248 JCPB J P MORGAN EXCHANGE TRADED F 3,749.0 $176K 0.05% NEW $46.94 -1.6%
249 UPS UNITED PARCEL SVCS INC Industrials 1,633.0 $176K 0.05% NEW $107.49 -5.0%
250 ACN ACCENTURE PLC IRELAND Technology 1,394.0 $173K 0.05% NEW $124.44 +41.0%
251 IDV ISHARES TR 4,179.0 $173K 0.05% NEW $41.43 +7.7%
252 SPHY SPDR SERIES TRUST 7,366.0 $173K 0.05% NEW $23.44 -0.7%
253 DOC HEALTHPEAK PROPERTIES INC Real Estate 8,060.0 $172K 0.05% NEW $21.40 -4.5%
254 IMCB ISHARES TR 1,786.0 $172K 0.05% NEW $96.54 +3.6%
255 CGMS CAPITAL GRP FIXED INCM ETF T 6,286.0 $172K 0.05% NEW $27.33 -0.8%
256 CGDV CAPITAL GROUP DIVIDEND VALUE 3,451.0 $170K 0.04% NEW $49.28 +2.4%
257 BSV VANGUARD BD INDEX FDS 2,175.0 $169K 0.04% NEW $77.93 -0.4%
258 SPSM SPDR SERIES TRUST 2,919.0 $168K 0.04% NEW $57.67 -0.2%
259 HII HUNTINGTON INGALLS INDS INC Industrials 600.0 $168K 0.04% NEW $279.89 +13.9%
260 XBJA INNOVATOR ETFS TRUST 4,935.0 $167K 0.04% NEW $33.81 +1.7%
Page 13 of 73  ·  1,449 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.2%
Financial Services 21.3%
Communication Services 12.5%
Consumer Cyclical 8.6%
Healthcare 6.9%
Consumer Defensive 6.4%
Utilities 5.7%
Industrials 5.5%
Energy 4.8%
Basic Materials 1.6%