Cape Investment Advisory, Inc.

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1944437 MCDONOUGH, GA

Position in BR

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

Position Value

$68,064

+$26,779 QoQ

Shares Held

497

+168.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#797

of 986 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $1,574,180 across 17 Information Technology Services names. BR ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	2,619	$736,488
2	APLD	Applied Digital Corp.	8,000	$298,400
3	FIS	Fidelity National Information Services, Inc.	5,155	$200,426
4	ACN	Accenture plc	1,394	$173,468
5	BR	Broadridge Financial Solutions, Inc. This page	497	$68,064
6	CDW	CDW Corp	385	$54,146
7	LDOS	Leidos Holdings, Inc.	126	$12,974
8	SAIC	Science Applications International Corp	50	$5,520

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,064	497	+168.6%	Shares	Defined	2026-07-23
2025-12-31	$41,285	185	+2.2%	Shares	Defined	2026-02-17
2025-09-30	$43,108	181	+2.8%	Shares	Defined	2025-12-29
2025-06-30	$42,773	176	+3.5%	Shares	Sole	2025-08-19
2025-03-31	$41,218	170	-11.0%	Shares	Sole	2025-05-16
2024-12-31	$43,183	191	+19.4%	Shares	Sole	2025-02-05
2024-09-30	$34,404	160	-25.9%	Shares	Sole	2024-11-14
2024-06-30	$42,552	216	-18.8%	Shares	Sole	2024-08-15
2024-03-31	$54,492	266	-3.3%	Shares	Sole	2024-06-21
2023-12-31	$56,581	275	-3.8%	Shares	Sole	2024-02-12
2023-09-30	$51,208	286	0.0%	Shares	Sole	2023-11-07
2023-06-30	$47,370	286	+13.5%	Shares	Sole	2023-10-12
2023-03-31	$36,935	252	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.