Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Cape Investment Advisory, Inc. > 13F Holdings

Instuitional Investor - Cape Investment Advisory, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,583,013 $37,723,197 13.77%
2.
Schwab Strategic Trust
 FNDF 602,557 $16,672,758 6.09%
3.
Schwab Strategic Trust
 FNDF 261,030 $7,624,678 2.78%
4.
Microsoft Corp
 MSFT 14,687 $7,305,502 2.67%
5.
Blackrock Etf Trust Ii
 129,691 $6,852,876 2.5%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
Subscribe Now

Returns since its inception in May 2014 (through August 15th, 2025)