Cape Investment Advisory, Inc.

Position in ELV — Elevance Health, Inc.

CIK 1944437 MCDONOUGH, GA

Position in ELV

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

Position Value

$1,529,516

+$222,388 QoQ

Shares Held

3,955

-11.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#658

of 1,597 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $2,145,509 across 6 Healthcare Plans names. ELV ranks #1 (71.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	3,955	$1,529,516
2	CVS	CVS HEALTH Corp	2,895	$299,487
3	UNH	Unitedhealth Group Inc	557	$231,505
4	CI	Cigna Group	279	$76,914
5	MOH	Molina Healthcare, Inc.	18	$4,116
6	HUM	Humana Inc	10	$3,971

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,529,516	3,955	-11.4%	Shares	Sole	2026-07-23
2026-03-31	$1,307,128	4,465	+10.8%	Shares	Defined	2026-05-15
2025-12-31	$1,412,716	4,030	+2.6%	Shares	Sole	2026-02-17
2025-09-30	$1,269,215	3,928	-0.7%	Shares	Defined	2025-12-29
2025-06-30	$1,539,114	3,957	+4.3%	Shares	Defined	2025-08-19
2025-03-31	$1,650,238	3,794	-1.3%	Shares	Defined	2025-05-16
2024-12-31	$1,418,051	3,844	+32.7%	Shares	Defined	2025-02-05
2024-09-30	$1,505,920	2,896	+1.2%	Shares	Defined	2024-11-14
2024-06-30	$1,550,261	2,861	+0.5%	Shares	Defined	2024-08-15
2024-03-31	$1,476,801	2,848	+1.0%	Shares	Defined	2024-06-21
2023-12-31	$1,330,270	2,821	+2.0%	Shares	Defined	2024-02-12
2023-09-30	$1,203,936	2,765	+3.6%	Shares	Defined	2023-11-07
2023-06-30	$1,185,365	2,668	+15.4%	Shares	Defined	2023-10-12
2023-03-31	$1,063,080	2,312	—	Shares	Defined	2023-10-12
No filing history on record for this holder in this stock.