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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 51 of 73  ·  1,449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CGIB CAPITAL GRP FIXED INCM ETF T 219.0 $6K 0.00% NEW $25.53 -0.9%
1002 FELC FIDELITY COVINGTON TRUST 133.0 $6K 0.00% NEW $41.91 +4.3%
1003 XHB SPDR SERIES TRUST 48.0 $6K 0.00% NEW $115.56 -6.3%
1004 VTWG VANGUARD SCOTTSDALE FDS 19.0 $6K 0.00% NEW $291.37 -2.3%
1005 GRNY TIDAL TRUST I 200.0 $6K 0.00% NEW $27.65 +0.1%
1006 SAIC SCIENCE APPLICATIONS INTL CO Technology 50.0 $6K 0.00% NEW $110.00 +17.0%
1007 RWX SPDR INDEX SHS FDS 203.0 $5K 0.00% NEW $27.04 +1.7%
1008 ETH GRAYSCALE ETHEREUM STAKING Financial Services 365.0 $5K 0.00% NEW $15.03 +33.5%
1009 GM GENERAL MTRS CO Consumer Cyclical 71.0 $5K 0.00% NEW $77.07 +10.2%
1010 BLUE OWL CAPITAL CORPORATION 500.0 $5K 0.00% NEW $10.87
1011 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 402.0 $5K 0.00% NEW $13.44 -3.1%
1012 NTRS NORTHERN TR CORP Financial Services 31.0 $5K 0.00% NEW $173.84 +6.7%
1013 ASCENDIS PHARMA A/S 20.0 $5K 0.00% NEW $266.75
1014 BAPR INNOVATOR ETFS TRUST 100.0 $5K 0.00% NEW $53.26 +1.9%
1015 XRPC CANARY XRP ETF 476.0 $5K 0.00% NEW $11.08 +2.3%
1016 BBCA J P MORGAN EXCHANGE TRADED F 53.0 $5K 0.00% NEW $99.40 +7.3%
1017 XRP BITWISE XRP ETF Financial Services 451.0 $5K 0.00% NEW $11.66 +2.2%
1018 TEL TE CONNECTIVITY PLC Technology 26.0 $5K 0.00% NEW $201.62 +1.0%
1019 RDDT REDDIT INC Communication Services 30.0 $5K 0.00% NEW $173.57 -12.6%
1020 PHO INVESCO EXCHANGE TRADED FD T 75.0 $5K 0.00% NEW $69.08 +4.8%
Page 51 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%