Position in COO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$103,118
+$25,831 QoQ
Shares Held
1,438
+52.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#534
of 669 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $643,502 across 9 Medical Instruments & Supplies names. COO ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
2,525 | $382,107 | |
| 2 | BAX |
Baxter International Inc
|
5,909 | $125,979 | |
| 3 | COO |
Cooper Companies, Inc.
This page
|
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
|
12 | $2,023 |
All Filings in COO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,118 | 1,438 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $77,287 | 943 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $65,543 | 956 | Shares | Defined | 2025-12-29 | |
| 2025-03-31 | $84 | 1 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $91 | 1 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||