Cape Investment Advisory, Inc. has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 2,097 distinct positions held by the firm, managed from its office in McDonough, Georgia.
The portfolio is heavily diversified across various sectors, with technology and healthcare stocks representing significant portions of the holdings. Major positions include Apple Inc., with 15,623 shares, and Amazon.com Inc., with 22,644 shares. The firm also holds substantial stakes in Alphabet Inc. Class A and Class C shares, totaling 15,693 shares, and Microsoft is listed among the top holdings.
Healthcare companies such as AbbVie Inc., Amgen Inc., and Eli Lilly and Company are also prominent in the portfolio. Additionally, the filing shows exposure to financial services through holdings in JPMorgan Chase & Co., Bank of America Corp., and BlackRock Inc.
The report indicates that the firm utilizes a mix of sole voting and disinterested voting rights for its positions. The filing was signed by Rachel Faulk, the Chief Compliance Officer, on October 13, 2026.
