Holdings
Cape Investment Advisory, Inc.
As of Sep 30, 2026, Cape Investment Advisory, Inc. reported 774 positions worth US$132M. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 18,303 | US$9.39M | +1,027 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 24,950 | US$8.55M | −1,181 | Sep 30, 2026 |
| Apple Inc | 17,818 | US$5.93M | +1,502 | Sep 30, 2026 |
| Amazon.com, Inc. | 22,644 | US$5.64M | +589 | Sep 30, 2026 |
| Coca-cola Company (the) | 48,442 | US$4.17M | −1,642 | Sep 30, 2026 |
| Chevron Corporation | 19,280 | US$3.94M | +343 | Sep 30, 2026 |
| Nvidia Corporation | 16,864 | US$3.85M | +510 | Sep 30, 2026 |
| Meta Platforms, Inc. | 5,265 | US$3.82M | −319 | Sep 30, 2026 |
| Micron Technology, Inc. | 2,684 | US$2.86M | −404 | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,617 | US$2.56M | −1,184 | Sep 30, 2026 |