Cape Investment Advisory, Inc.

Position in IBM — International Business Machines Corp

CIK 1944437 MCDONOUGH, GA

Position in IBM

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

Position Value

$736,488

+$149,905 QoQ

Shares Held

2,619

+8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#2,141

of 3,554 holders

Holding Since

Mar 2023

14 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. IBM ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	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.	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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$736,488	2,619	+8.2%	Shares	Defined	2026-07-23
2026-03-31	$586,583	2,420	-41.1%	Shares	Sole	2026-05-15
2025-12-31	$1,218,015	4,112	+3163.5%	Shares	Sole	2026-02-17
2025-09-30	$35,552	126	-96.8%	Shares	Sole	2025-12-29
2025-06-30	$1,160,254	3,936	-4.3%	Shares	Sole	2025-08-19
2025-03-31	$1,022,241	4,111	-1.0%	Shares	Sole	2025-05-16
2024-12-31	$912,734	4,152	+0.7%	Shares	Sole	2025-02-05
2024-09-30	$911,512	4,123	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$712,035	4,117	-1.9%	Shares	Sole	2024-08-15
2024-03-31	$801,650	4,198	+90.5%	Shares	Sole	2024-06-21
2023-12-31	$360,464	2,204	-0.7%	Shares	Sole	2024-02-12
2023-09-30	$311,466	2,220	+7.0%	Shares	Sole	2023-11-07
2023-06-30	$277,521	2,074	+9.7%	Shares	Sole	2023-10-12
2023-03-31	$247,891	1,891	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.