BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 38 of 73  ·  1,449 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CEG CONSTELLATION ENERGY CORP Utilities 66.0 $16K 0.00% NEW $249.38 +9.4%
742 PFFA ETFIS SER TR I 800.0 $16K 0.00% NEW $20.57 +1.6%
743 TCAL T ROWE PRICE EXCHANGE-TRADED 740.0 $16K 0.00% NEW $22.20 +4.3%
744 AFL AFLAC INC Financial Services 140.0 $16K 0.00% NEW $117.26 -1.0%
745 ETB EATON VANCE TAX MNGED BUY WR Financial Services 1,054.0 $16K 0.00% NEW $15.54 +0.3%
746 EOG EOG RES INC Energy 126.0 $16K 0.00% NEW $129.73 +18.0%
747 TAN INVESCO EXCH TRADED FD TR II 276.0 $16K 0.00% NEW $59.15 -16.6%
748 CTEV CLARITEV CORPORATION Healthcare 475.0 $16K 0.00% NEW $34.11 +9.3%
749 TQQQ PROSHARES TR 200.0 $16K 0.00% NEW $81.00 -12.1%
750 HIG HARTFORD INSURANCE GROUP INC Financial Services 122.0 $16K 0.00% NEW $132.28 +2.9%
751 JHMM JOHN HANCOCK EXCHANGE TRADED 215.0 $16K 0.00% NEW $74.96 +1.3%
752 NKE NIKE INC Consumer Cyclical 392.0 $16K 0.00% NEW $41.08 -0.8%
753 PDI PIMCO DYNAMIC INCOME FD Financial Services 962.0 $16K 0.00% NEW $16.71 -9.5%
754 CRWD CROWDSTRIKE HLDGS INC Technology 21.0 $16K 0.00% NEW $190.79 +0.6%
755 RPG INVESCO EXCHANGE TRADED FD T 250.0 $16K 0.00% NEW $63.85 -8.8%
756 PAYC PAYCOM SOFTWARE INC Technology 127.0 $16K 0.00% NEW $125.35 +82.7%
757 USDU WISDOMTREE TR 590.0 $16K 0.00% NEW $26.75 -1.9%
758 FBRT FRANKLIN BSP RLTY TR INC Real Estate 1,934.0 $16K 0.00% NEW $8.14 +3.1%
759 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 1,991.0 $16K 0.00% NEW $7.88 -4.7%
760 ARM ARM HOLDINGS PLC Technology 44.0 $16K 0.00% NEW $354.57 -31.4%
Page 38 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 25.8%
Financial Services 21.8%
Communication Services 10.3%
Consumer Cyclical 8.8%
Healthcare 7.1%
Consumer Defensive 6.5%
Utilities 5.9%
Industrials 5.7%
Energy 4.9%
Basic Materials 1.7%