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S&p Global shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of S&p Global shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $940k 2.3k 407.26

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Cape Investment Advisory

Top funds holding S&p Global

Clio Asset Management
Krueger & Catalano Capital Partners
Citrine Capital
Cape Investment Advisory
Perryman Financial Advisory Inc /ad
S Harris Financial Group
Malaga Cove Capital
Mattern Wealth Management
Investment Planning Advisors

View all funds holding S&p Global