MondegarAI
Cape Investment Advisory, Inc.

Q1 2026 · 13F-HR

Cape Investment Advisory, Inc.holdings as filed

Filed 2026-05-15 · accession 0001944437-26-000002

$300.7M
Reported value
227
Positions
2026-03-31
Period end
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The Brief · Cape Investment Advisory, Inc. · Q1 2026

AI · grounded in 13F

Cape Investment Advisory, Inc. established a new position in DDFM valued at $1.47M. The fund significantly increased its holdings in KO by 106.46% and IVV by 36.52%. Conversely, the fund closed its position in DEO, resulting in a $853,906 reduction. Other reductions included trimming stakes in AAPL by 10.36% and GOOGL by 8.14%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524102SCHBSCHWAB STRATEGIC TR$39.8M13.2%1,584,194CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$18.4M6.10%601,671CommonNONE
092528603BINCBLACKROCK ETF TRUST II$11.3M3.75%216,933CommonNONE
808524714SCHJSCHWAB STRATEGIC TR$8.4M2.80%340,246CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$7.4M2.48%255,715CommonNONE
594918104MSFTMICROSOFT CORP$6.0M2.01%16,339CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$6.0M2.01%195,349CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$5.9M1.95%30,510CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$5.6M1.88%184,113CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$5.2M1.75%8,069CommonNONE
02079K305GOOGLALPHABET INC$5.1M1.71%17,859CommonNONE
191216100KOCOCA COLA CO$4.9M1.63%64,569CommonNONE
023135106AMZNAMAZON COM INC$4.5M1.51%21,794CommonNONE
166764100CVXCHEVRON CORPORATION$4.2M1.39%20,172CommonNONE
037833100AAPLAPPLE INC$4.1M1.35%15,959CommonNONE
808524706SCHESCHWAB STRATEGIC TR$3.9M1.30%118,998CommonNONE
47103U886VNLAJANUS DETROIT STR TR$3.9M1.30%80,083CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$3.8M1.26%152,970CommonNONE
464287200IVVISHARES TR$3.7M1.22%5,619CommonNONE
90470L550MGMTUNIFIED SER TR$3.7M1.22%81,233CommonNONE
78464A854SPYMSPDR SERIES TRUST$3.4M1.12%44,087CommonNONE
30303M102METAMETA PLATFORMS INC$3.1M1.04%5,492CommonNONE
02079K107GOOGALPHABET INC$2.7M0.91%9,498CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$2.7M0.89%7,894CommonNONE
67066G104NVDANVIDIA CORPORATION$2.5M0.83%14,328CommonNONE
842587107SOSOUTHERN CO$2.5M0.82%25,477CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.4M0.79%25,252CommonNONE
46434V613IUSBISHARES TR$2.3M0.77%49,945CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.0M0.68%40,580CommonNONE
464287119ILCGISHARES TR$2.0M0.65%20,455CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.9M0.65%463CommonNONE
92826C839VVISA INC$1.9M0.63%6,250CommonNONE
038222105AMATAPPLIED MATLS INC$1.9M0.62%5,464CommonNONE
46090E103QQQINVESCO QQQ TR$1.8M0.62%3,205CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$1.8M0.59%82,870CommonNONE
46266C105IQVIQVIA HLDGS INC$1.8M0.59%10,380CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$1.7M0.58%41,525CommonNONE
59165J105MCBSMETROCITY BANKSHARES INC$1.7M0.57%59,752CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$1.7M0.57%41,700CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$1.6M0.54%37,450CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$1.6M0.53%36,661CommonNONE
808524672SCHYSCHWAB STRATEGIC TR$1.6M0.52%49,312CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M0.52%9,161CommonNONE
254687106DISDISNEY WALT CO$1.5M0.50%15,533CommonNONE
45784N379DDFMINNOVATOR ETFS TRUST$1.5M0.49%78,161CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.4M0.46%47,862CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.46%2,777CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.4M0.46%21,536CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.3M0.45%3,977CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.3M0.43%4,465CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.3M0.42%4,320CommonNONE
855244109SBUXSTARBUCKS CORP$1.2M0.41%13,792CommonNONE
808524730FNDESCHWAB STRATEGIC TR$1.2M0.38%30,092CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.38%8,692CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.35%21,141CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1.1M0.35%26,215CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$1.0M0.35%18,027CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$1.0M0.35%3,601CommonNONE
78464A839MDYVSPDR SERIES TRUST$1.0M0.34%12,072CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.0M0.34%4,281CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$1.0M0.33%25,136CommonNONE
00130H105AESAES CORP$973,5940.32%69,098CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$968,6870.32%6,159CommonNONE
78464A805SPTMSPDR SERIES TRUST$966,9040.32%12,230CommonNONE
922908363VOOVANGUARD INDEX FDS$940,9840.31%1,575CommonNONE
009066101ABNBAIRBNB INC$939,6500.31%7,441CommonNONE
922908769VTIVANGUARD INDEX FDS$939,5730.31%2,929CommonNONE
464287408IVEISHARES TR$931,1020.31%4,410CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$916,1250.30%23,845CommonNONE
46429B267GOVTISHARES TR$892,7570.30%38,968CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$878,6710.29%6,151CommonNONE
79466L302CRMSALESFORCE INC$860,1760.29%4,608CommonNONE
45782C714EJULINNOVATOR ETFS TRUST$855,5490.28%28,627CommonNONE
45782C516EJANINNOVATOR ETFS TRUST$845,3660.28%24,915CommonNONE
464287309IVWISHARES TR$829,1460.28%7,330CommonNONE
437076102HDHOME DEPOT INC$823,7780.27%2,505CommonNONE
464288307IMCGISHARES TR$815,3350.27%10,351CommonNONE
03073E105CORCENCORA INC$811,2730.27%2,583CommonNONE
060505104BACBANK AMERICA CORP$798,8220.27%16,386CommonNONE
02209S103MOALTRIA GROUP INC$792,3370.26%12,007CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$790,6400.26%1,650CommonNONE
052769106ADSKAUTODESK INC$746,6890.25%3,119CommonNONE
464288588MBBISHARES TR$746,1750.25%7,859CommonNONE
00206R102TAT&T INC$738,4240.25%25,472CommonNONE
949746101WMT2WELLS FARGO & CO$727,9970.24%9,145CommonNONE
636274409NGGNATIONAL GRID PLC$724,9670.24%8,569CommonNONE
747525103QCOMQUALCOMM INC$720,9630.24%5,598CommonNONE
46434G103IEMGISHARES INC$714,4500.24%10,243CommonNONE
00724F101ADBEADOBE INC$696,1810.23%2,864CommonNONE
574599106MASMASCO CORP$695,1610.23%11,515CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$695,0540.23%16,270CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$689,8690.23%15,112CommonNONE
921937835BNDVANGUARD BD INDEX FDS$678,0950.23%9,208CommonNONE
718172109PMPHILIP MORRIS INTL INC$673,4620.22%4,073CommonNONE
922908736VUGVANGUARD INDEX FDS$656,8210.22%1,504CommonNONE
922908751VBVANGUARD INDEX FDS$656,7970.22%2,508CommonNONE
478160104JNJJOHNSON & JOHNSON$654,7520.22%2,679CommonNONE
464288877EFVISHARES TR$639,1870.21%8,597CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$629,9640.21%8,884CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$627,6480.21%18,500CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$597,7470.20%4,498CommonNONE
922908744VTVVANGUARD INDEX FDS$590,2820.20%3,008CommonNONE
931142103WMTWALMART INC$587,7270.20%4,729CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$586,5080.20%2,420CommonNONE
11135F101AVGOBROADCOM INC$584,9540.19%1,890CommonNONE
922908629VOVANGUARD INDEX FDS$574,0590.19%1,999CommonNONE
75513E101RTXRTX CORPORATION$569,6340.19%2,953CommonNONE
252131107DXCMDEXCOM INC$560,2390.19%8,921CommonNONE
464289859AOAISHARES TR$560,1330.19%6,330CommonNONE
863667101SYKSTRYKER CORPORATION$557,6170.19%1,697CommonNONE
36828A101GEVGE VERNOVA INC$553,0630.18%634CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$527,0310.18%7,327CommonNONE
37733W204GSKGSK PLC$526,1260.17%9,533CommonNONE
29250N105ENBENBRIDGE INC$523,9120.17%9,677CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$521,9530.17%20,357CommonNONE
17275R102CSCOCISCO SYS INC$514,9350.17%6,637CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$509,3860.17%9,424CommonNONE
464287549IGMISHARES TR$506,1560.17%4,271CommonNONE
278865100ECLECOLAB INC$503,3100.17%1,892CommonNONE
78468R663BILSPDR SERIES TRUST$502,3110.17%5,481CommonNONE
G6700G107NVTNVENT ELEC PLC$496,2720.17%4,196CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$494,1120.16%18,917CommonNONE
369604301GEGE AEROSPACE$489,7870.16%1,726CommonNONE
464288653TLHISHARES TR$478,7220.16%4,753CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$476,6860.16%8,410CommonNONE
92204A207VDCVANGUARD WORLD FD$473,9670.16%2,110CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$471,4680.16%3,216CommonNONE
464287127ILCBISHARES TR$463,2040.15%5,155CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$461,3550.15%10,113CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$457,3460.15%2,127CommonNONE
89832Q109TFCTRUIST FINL CORP$456,5870.15%9,932CommonNONE
88160R101TSLATESLA INC$449,0450.15%1,208CommonNONE
20030N101CMCSACOMCAST CORP NEW$447,3820.15%15,583CommonNONE
921910816MGKVANGUARD WORLD FD$436,5740.15%1,188CommonNONE
65339F101NEENEXTERA ENERGY INC$430,0970.14%4,631CommonNONE
46435G672IAGGISHARES TR$426,7460.14%8,528CommonNONE
075887109BDXBECTON DICKINSON & CO$419,4900.14%2,668CommonNONE
464288885EFGISHARES TR$416,9690.14%3,744CommonNONE
464287572IOOISHARES TR$409,2410.14%3,383CommonNONE
09260D107BXBLACKSTONE INC$406,5550.14%3,536CommonNONE
244199105DEDEERE & CO$405,8230.13%720CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$399,2640.13%1,919CommonNONE
532457108LLYELI LILLY & CO$391,1980.13%425CommonNONE
G5960L103MDTMEDTRONIC PLC$383,2530.13%4,423CommonNONE
78463V107GLDSPDR GOLD TR$381,6680.13%887CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$377,5280.13%8,184CommonNONE
717081103PFEPFIZER INC$376,0930.13%13,394CommonNONE
46432F339QUALISHARES TR$373,0700.12%1,945CommonNONE
922475108VEEVVEEVA SYS INC$367,1300.12%2,090CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$364,4610.12%2,905CommonNONE
780259305SHELSHELL PLC$362,3280.12%3,896CommonNONE
464288406IMCVISHARES TR$359,2180.12%4,237CommonNONE
742718109PGPROCTER & GAMBLE CO$358,4380.12%2,482CommonNONE
46432F396MTUMISHARES TR$351,5370.12%1,465CommonNONE
78464A698KRESPDR SERIES TRUST$350,4780.12%5,380CommonNONE
756109104OREALTY INCOME CORP$348,1470.12%5,691CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$343,8930.11%3,649CommonNONE
464287705IJJISHARES TR$342,7220.11%2,587CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$342,0790.11%5,795CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$335,7940.11%824CommonNONE
055622104BPBP PLC$334,0760.11%7,108CommonNONE
09290C780BAIBLACKROCK ETF TRUST$333,4870.11%10,121CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$332,8650.11%7,460CommonNONE
512807306LRCXLAM RESEARCH CORP$331,6770.11%1,552CommonNONE
09290C806THROBLACKROCK ETF TRUST$330,9060.11%9,136CommonNONE
464287457SHYISHARES TR$329,7850.11%3,994CommonNONE
464287226AGGISHARES TR$322,7070.11%3,251CommonNONE
78464A508SPYVSPDR SERIES TRUST$321,0350.11%5,674CommonNONE
45783Y723PSTPINNOVATOR ETFS TRUST$317,1240.11%9,200CommonNONE
00287Y109ABBVABBVIE INC$312,1380.10%1,435CommonNONE
78464A409SPYGSPDR SERIES TRUST$310,5660.10%3,172CommonNONE
64110L106NFLXNETFLIX INC.$304,2190.10%3,164CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$301,5450.10%6,428CommonNONE
464287473IWSISHARES TR$300,7650.10%2,064CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$297,7160.10%59,188CommonNONE
512816109LAMRLAMAR ADVERTISING CO$293,3440.10%2,316CommonNONE
78464A540XTLSPDR SERIES TRUST$292,4330.10%1,555CommonNONE
58933Y105MRKMERCK & CO INC$290,3790.10%2,414CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$290,2760.10%1,960CommonNONE
808524649SCMBSCHWAB STRATEGIC TR$289,3050.10%11,354CommonNONE
149123101CATCATERPILLAR INC$287,6350.10%406CommonNONE
713448108PEPPEPSICO INC$287,2910.10%1,850CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$284,5560.09%5,922CommonNONE
681919106OMCOMNICOM GROUP INC$283,5420.09%3,765CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$283,5300.09%2,585CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$281,5810.09%5,703CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$277,6290.09%3,667CommonNONE
92204A108VCRVANGUARD WORLD FD$271,7860.09%757CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$271,3900.09%321CommonNONE
315912808ONEQFIDELITY COMWLTH TR$271,2090.09%3,194CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$270,0700.09%271CommonNONE
09290C699IDEFBLACKROCK ETF TRUST$261,2690.09%7,985CommonNONE
92204A702VGTVANGUARD WORLD FD$258,9580.09%371CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$258,3020.09%6,490CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$256,5620.09%4,621CommonNONE
172967424CCITIGROUP INC$251,4420.08%2,217CommonNONE
09290C855BLCRBLACKROCK ETF TRUST$250,9590.08%6,112CommonNONE
46432F834IXUSISHARES TR$249,6960.08%2,882CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$248,8340.08%655CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$248,2250.08%5,400CommonNONE
922020748VCRBVANGUARD MALVERN FDS$243,9020.08%3,152CommonNONE
74349Y464QQXLPROSHARES TR$242,3770.08%6,605CommonNONE
29444U700EQIXEQUINIX INC$240,3130.08%245CommonNONE
09290D101BLKBLACKROCK INC$239,5410.08%249CommonNONE
031162100AMGNAMGEN INC$236,8040.08%673CommonNONE
29364G103ETRENTERGY CORP NEW$235,0570.08%2,092CommonNONE
92204A876VPUVANGUARD WORLD FD$234,0640.08%1,181CommonNONE
78467V707ULSTSSGA ACTIVE ETF TR$228,9420.08%5,653CommonNONE
03027X100AMTAMERICAN TOWER CORP$227,2870.08%1,317CommonNONE
92939U106WECWEC ENERGY GROUP INC$224,3620.07%1,938CommonNONE
464288414MUBISHARES TR$223,9350.07%2,110CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$221,0000.07%5,200CommonNONE
26884L109EQTEQT CORP$219,9850.07%3,457CommonNONE
464285204IAUISHARES GOLD TR$216,4330.07%2,455CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$210,1080.07%1,268CommonNONE
72201R585PYLDPIMCO ETF TR$209,7310.07%8,005CommonNONE
025816109AXPAMERICAN EXPRESS CO$209,2800.07%692CommonNONE
01741R102ATIATI INC$209,1710.07%1,438CommonNONE
316092162FDCFFIDELITY COVINGTON TRUST$203,1290.07%4,719CommonNONE
500754106KHCKRAFT HEINZ CO$202,7830.07%9,017CommonNONE
27923Q109ECVTECOVYST INC$190,3280.06%14,800CommonNONE
62548M209CTEVCLARITEV CORPORATION$167,0770.06%10,225CommonNONE
09255R202DSUBLACKROCK DEBT STRATEGIES FD$134,9340.04%14,070CommonNONE
27828H105XEVVXEATON VANCE LIMITED DURATION$115,1590.04%12,186CommonNONE
09251A104BDJBLACKROCK ENHANCED EQUITY DI$89,5880.03%10,393CommonNONE
95766K109HIOWESTERN ASSET HIGH INCOME OP$66,4290.02%18,300CommonNONE
02319V103ABEVAMBEV SA$30,1900.01%10,339CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.