Long-term investor
Cape Investment Advisory, Inc. @capeinvestmentadvisoryin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001944437).
Record
- Tracked since 2025-06-30 (448 days), 300 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +15.5% · all +15.5%
- Max drawdown n/a · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524102 · 12.4% · long · since 2025-06-30
- 808524409 · 5.6% · long · since 2025-06-30
- 092528603 · 3.1% · long · since 2025-06-30
- 808524300 · 2.3% · long · since 2025-06-30
- 808524714 · 2.3% · long · since 2025-06-30
- 808524508 · 1.9% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- 46137V357 · 1.7% · long · since 2025-06-30
- 78462F103 · 1.7% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- 464287200 · 1.5% · long · since 2025-06-30
- 808524797 · 1.5% · long · since 2025-06-30