Cape Investment Advisory, Inc.

Position in APO — Apollo Global Management, Inc.

CIK 1944437 MCDONOUGH, GA

Position in APO

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

Position Value

$85,064

-$17,715 QoQ

Shares Held

719

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#233

of 322 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $2,011,908 across 54 Asset Management names. APO ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	4,909	$577,641
2	BLK	BlackRock, Inc.	237	$227,889
3	DSU	Blackrock Debt Strategies Fund, Inc.	15,124	$146,702
4	EVV	Eaton Vance Ltd Duration Income Fund	13,341	$125,005
5	FHI	Federated Hermes, Inc.	2,178	$120,269
6	BDJ	BlackRock Enhanced Equity Dividend Trust	10,393	$99,461
7	APO	Apollo Global Management, Inc. This page	719	$85,064
8	UTF	Cohen & Steers Infrastructure Fund Inc	2,918	$80,507

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,064	719	+1.3%	Shares	Defined	2026-07-23
2025-12-31	$102,779	710	-30.3%	Shares	Sole	2026-02-17
2025-06-30	$144,423	1,018	0.0%	Shares	Sole	2025-08-19
2025-03-31	$139,404	1,018	-0.1%	Shares	Sole	2025-05-16
2024-12-31	$168,298	1,019	-13.6%	Shares	Sole	2025-02-05
2024-09-30	$147,268	1,179	0.0%	Shares	Sole	2024-11-14
2024-06-30	$139,204	1,179	0.0%	Shares	Sole	2024-08-15
2024-03-31	$132,578	1,179	0.0%	Shares	Sole	2024-06-21
2023-12-31	$109,871	1,179	0.0%	Shares	Sole	2024-02-12
2023-09-30	$105,827	1,179	-1.2%	Shares	Sole	2023-11-07
2023-06-30	$91,634	1,193	-9.5%	Shares	Sole	2023-10-12
2023-03-31	$83,244	1,318	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.