Stock Taper 
CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Semtech Corporation | SMTC | 17 | $2.75K |
 Jack Henry & Associates, Inc. | JKHY | 17 | $2.34K |
 Kratos Defense & Security Solutions, Inc. | KTOS | 16 | $798 |
 Interactive Brokers Group, Inc. | IBKR | 16 | $1.39K |
 Boot Barn Holdings, Inc. | BOOT | 16 | $2.63K |
 Nordson Corporation | NDSN | 16 | $4.83K |
 Ligand Pharmaceuticals Incorporated | LGND | 16 | $5.06K |
 Lucid Group, Inc. | LCID | 16 | $107 |
 Invitation Homes Inc. | INVH | 15 | $453 |
 Flex Ltd. | FLEX | 15 | $2.43K |
 Loews Corporation | L | 15 | $1.71K |
 Reliance Steel & Aluminum Co. | RS | 15 | $5.6K |
 Veralto Corporation | VLTO | 15 | $1.33K |
 EMCOR Group, Inc. | EME | 15 | $12.45K |
 Best Buy Co., Inc. | BBY | 15 | $1.14K |
 Ares Management Corporation | ARES | 15 | $1.67K |
 AppLovin Corporation | APP | 15 | $7.73K |
 Tempus AI, Inc. | TEM | 15 | $869 |
 LPL Financial Holdings Inc. | LPLA | 15 | $4.22K |
 Curtiss-Wright Corporation | CW | 14 | $10.61K |