Cape Investment Advisory »

Monroe Cap shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

All positions including Monroe Cap 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 Monroe Cap by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $40k 5.7k 7.06

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Chevron Corporation (CVX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cape Investment Advisory

Top funds holding Monroe Cap

Advisor Group Holdings
William Blair $ Company
Two Sigma Investments
Two Sigma Advisers
Schechter Investment Advisors
Commonwealth Equity Services
HighTower Advisors
Citadel Advisors
Fiera Capital Corporation
Connor, Clark & Lunn Investment Management
Chiron Capital Management
U.S. Capital Wealth Advisors
Koshinski Asset Management
UBS Group
Forum Financial Management

View all funds holding Monroe Cap