Position in AZZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,055
+$5,266 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#309
of 359 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AZZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $284,587 across 7 Specialty Business Services names. AZZ ranks #4 (6.0% of the industry book) .
All Filings in AZZ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,055 | 110 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $11,789 | 110 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $19,746 | 209 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $17,474 | 209 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $17,039 | 208 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $17,182 | 208 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,149 | 222 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $43,834 | 567 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $32,820 | 565 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $26,117 | 573 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $25,641 | 590 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $19,960 | 484 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||