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DOSSIER · 13F-HR · Q2 2026

Cape Investment Advisory, Inc.

$374M in tracked AUM across 2,064 positions as of Q2 2026.

CI
CIK 0001944437 · last filed Jun 30, 2026
Total AUM
$374M
as of Q2 2026
Holdings
2,064
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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