Cape Investment Advisory »

Strategy shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Strategy by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8k 110 34.95

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 Ishares Flexible (BINC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Cape Investment Advisory

Top funds holding Strategy

LPL Financial
Private Advisor
ODonnell Financial Services
Urban Wealth Management
Cambridge Investment Research Advisors
Steward Partners Investment Advisory
Resources Investment Advisors
Gts Securities
Advisor Group Holdings
Envestnet Asset Management
Worth Asset Management
Kestra Private Wealth Services
Atlas Wealth Partners
Jane Street
Moors & Cabot

View all funds holding Strategy