Cape Investment Advisory, Inc.

Position in ALGN — Align Technology Inc

CIK 1944437 MCDONOUGH, GA

Position in ALGN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,023

+$150 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#612

of 669 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $643,502 across 9 Medical Instruments & Supplies names. ALGN ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BDX	Becton Dickinson & Co	2,525	$382,107
2	BAX	Baxter International Inc	5,909	$125,979
3	COO	Cooper Companies, Inc.	1,438	$103,118
4	ISRG	Intuitive Surgical Inc	27	$10,736
5	SOLV	Solventum Corp	106	$8,177
6	WST	West Pharmaceutical Services Inc	18	$6,462
7	ALC	Alcon Inc	44	$2,952
8	ALGN	Align Technology Inc This page	12	$2,023

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,023	12	0.0%	Shares	Sole	2026-07-23
2025-12-31	$1,873	12	-62.5%	Shares	Sole	2026-02-17
2025-09-30	$4,007	32	0.0%	Shares	Sole	2025-12-29
2025-06-30	$6,058	32	0.0%	Shares	Sole	2025-08-19
2025-03-31	$5,083	32	0.0%	Shares	Sole	2025-05-16
2024-12-31	$6,672	32	0.0%	Shares	Sole	2025-02-05
2024-09-30	$8,138	32	0.0%	Shares	Sole	2024-11-14
2024-06-30	$7,725	32	0.0%	Shares	Sole	2024-08-15
2024-03-31	$10,493	32	0.0%	Shares	Defined	2024-06-21
2023-12-31	$8,768	32	0.0%	Shares	Sole	2024-02-12
2023-09-30	$9,770	32	0.0%	Shares	Defined	2023-11-07
2023-06-30	$11,316	32	0.0%	Shares	Sole	2023-10-12
2023-03-31	$10,692	32	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.