Position in CAH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$88,847
+$9,730 QoQ
Shares Held
374
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,260
of 1,484 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAH Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $827,028 across 3 Medical Distribution names. CAH ranks #2 (10.7% of the industry book) .
All Filings in CAH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,847 | 374 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $79,117 | 385 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,117 | 211 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $22,008 | 131 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $18,047 | 131 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $15,493 | 131 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||