Cape Investment Advisory, Inc. - Portfolio Stock Holdings
Cape Investment Advisory, Inc. disclosed 1531 stock positions in a recent SEC 13F filing. $388,404,704 of stock holdings were filed, with the largest holdings including SCHB, SCHV, and BINC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $473,744,528 and has 34 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1531Est. Stock Holding Value:
$388,404,704Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cape Investment Advisory, Inc.
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