Cape Investment Advisory, Inc. - Q42025 Holdings

Cape Investment Advisory, Inc. holds 1308 stocks with a total portfolio value of $ 325.15M as of Q42025. In Q42025, Cape Investment Advisory, Inc. added 1308 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Schwab Strategic Tr (SCHB), representing 12.62% of the total portfolio.