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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 29 of 73  ·  1,449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 IGV ISHARES TR 432.0 $39K 0.01% NEW $90.61 +13.2%
562 FMS FRESENIUS MEDICAL CARE AG Healthcare 1,722.0 $39K 0.01% NEW $22.61 +4.7%
563 GNL GLOBAL NET LEASE INC Real Estate 4,350.0 $39K 0.01% NEW $8.94 +0.5%
564 ARKK ARK ETF TR 474.0 $38K 0.01% NEW $80.82 +3.3%
565 WAT WATERS CORP Healthcare 102.0 $38K 0.01% NEW $375.04 +10.9%
566 XMHQ INVESCO EXCHANGE TRADED FD T 337.0 $38K 0.01% NEW $112.88 +5.1%
567 SPEM SPDR INDEX SHS FDS 729.0 $38K 0.01% NEW $51.77 +0.1%
568 SLV ISHARES SILVER TR Financial Services 703.0 $38K 0.01% NEW $53.47 +12.8%
569 VOE VANGUARD INDEX FDS 189.0 $37K 0.01% NEW $197.26 +5.6%
570 ET ENERGY TRANSFER L P Energy 1,945.0 $37K 0.01% NEW $19.12 +11.4%
571 PSKY PARAMOUNT SKYDANCE CORP Communication Services 3,736.0 $37K 0.01% NEW $9.86 +6.5%
572 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 288.0 $37K 0.01% NEW $127.90 -7.2%
573 FIW FIRST TR EXCHANGE-TRADED FD 336.0 $37K 0.01% NEW $109.61 +1.4%
574 EDIV SPDR INDEX SHS FDS 898.0 $37K 0.01% NEW $40.96 +2.3%
575 WM WASTE MGMT INC DEL Industrials 162.0 $36K 0.01% NEW $222.22 +1.3%
576 BKLC BNY MELLON ETF TRUST 250.0 $36K 0.01% NEW $47.80 +2.5%
577 PY PRINCIPAL EXCHANGE TRADED FD 664.0 $36K 0.01% NEW $53.90 +7.2%
578 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 66.0 $36K 0.01% NEW $541.82 -3.3%
579 PRU PRUDENTIAL FINL INC Financial Services 330.0 $36K 0.01% NEW $108.04 +13.1%
580 VGLT VANGUARD SCOTTSDALE FDS 645.0 $36K 0.01% NEW $55.18 -4.1%
Page 29 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%