Cape Investment Advisory, Inc. - Q12026 Holdings

Cape Investment Advisory, Inc. holds 227 stocks with a total portfolio value of $ 300.67M as of Q12026. In Q12026, Cape Investment Advisory, Inc. added 4 new positions, increased stakes in 122 stocks, reduced 92 holdings, and fully exited 1085 positions. The largest holding is Schwab Strategic Tr (SCHB), representing 13.22% of the total portfolio.