Cape Investment Advisory, Inc.

Position in IQV — Iqvia Holdings Inc.

CIK 1944437 MCDONOUGH, GA

Position in IQV

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

Position Value

$1,815,108

+$44,903 QoQ

Shares Held

9,394

-9.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#428

of 1,082 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 $2,136,808 across 12 Diagnostics & Research names. IQV ranks #1 (84.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IQV	Iqvia Holdings Inc. This page	9,394	$1,815,108
2	TMO	Thermo Fisher Scientific Inc.	150	$75,204
3	DHR	Danaher Corp /De/	340	$64,762
4	CRL	Charles River Laboratories International, Inc.	240	$54,429
5	LH	Labcorp Holdings Inc.	167	$46,760
6	WAT	Waters Corp /De/	102	$38,254
7	ICLR	Icon PLC	111	$19,281
8	A	Agilent Technologies, Inc.	47	$6,242

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,815,108	9,394	-9.5%	Shares	Sole	2026-07-23
2026-03-31	$1,770,205	10,380	-2.7%	Shares	Defined	2026-05-15
2025-12-31	$2,405,123	10,670	+10.5%	Shares	Sole	2026-02-17
2025-09-30	$1,833,490	9,653	-9.9%	Shares	Defined	2025-12-29
2025-06-30	$1,687,788	10,710	+34.0%	Shares	Sole	2025-08-19
2025-03-31	$1,408,813	7,991	-3.7%	Shares	Sole	2025-05-16
2024-12-31	$1,630,050	8,295	-0.8%	Shares	Sole	2025-02-05
2024-09-30	$1,980,595	8,358	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,767,004	8,357	-0.1%	Shares	Sole	2024-08-15
2024-03-31	$2,115,171	8,364	+1.1%	Shares	Sole	2024-06-21
2023-12-31	$1,913,281	8,269	+1.1%	Shares	Sole	2024-02-12
2023-09-30	$1,608,824	8,177	+2.6%	Shares	Sole	2023-11-07
2023-06-30	$1,790,742	7,967	-0.3%	Shares	Sole	2023-10-12
2023-03-31	$1,588,733	7,988	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.