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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 25 of 73  ·  1,449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MGV VANGUARD WORLD FD 328.0 $54K 0.01% NEW $163.65 +2.8%
482 PIZ INVESCO EXCH TRADED FD TR II 950.0 $53K 0.01% NEW $55.90 -4.9%
483 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 201.0 $53K 0.01% NEW $263.26 +37.9%
484 XLU SELECT SECTOR SPDR TR 1,167.0 $53K 0.01% NEW $45.34 -3.2%
485 LMT LOCKHEED MARTIN CORP Industrials 104.0 $53K 0.01% NEW $507.27 +12.9%
486 QLD PROSHARES TR 543.0 $53K 0.01% NEW $96.80 -7.9%
487 MINO PIMCO ETF TR 1,143.0 $52K 0.01% NEW $45.76 -2.2%
488 CFG CITIZENS FINL GROUP INC Financial Services 746.0 $52K 0.01% NEW $70.07 +0.3%
489 VWOB VANGUARD WHITEHALL FDS 773.0 $52K 0.01% NEW $67.30 -2.0%
490 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 535.0 $51K 0.01% NEW $96.12 -50.6%
491 FLBL FRANKLIN TEMPLETON ETF TR 2,242.0 $51K 0.01% NEW $22.92 +0.7%
492 IJS ISHARES TR 374.0 $51K 0.01% NEW $136.73 +0.7%
493 EMB ISHARES TR 530.0 $51K 0.01% NEW $96.43 -1.7%
494 DAPR FIRST TR EXCHNG TRADED FD VI 1,250.0 $51K 0.01% NEW $40.88 +1.6%
495 USIG ISHARES TR 993.0 $51K 0.01% NEW $51.29 -2.0%
496 VRSN VERISIGN INC Technology 202.0 $51K 0.01% NEW $251.56 +10.3%
497 PPC PILGRIMS PRIDE CORP Consumer Defensive 1,800.0 $51K 0.01% NEW $28.11 +11.6%
498 PNC PNC FINL SVCS GROUP INC Financial Services 205.0 $50K 0.01% NEW $246.22 -0.2%
499 AMRIZE LTD 941.0 $50K 0.01% NEW $53.30
500 VDE VANGUARD WORLD FD 334.0 $50K 0.01% NEW $150.13 +20.1%
Page 25 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%