Cape Investment Advisory, Inc.

Position in META — Meta Platforms, Inc.

CIK 1944437 MCDONOUGH, GA

Position in META

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

Position Value

$3,145,410

+$3,273 QoQ

Shares Held

5,584

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.24%

of 13F equity value

Holder Rank

#2,325

of 5,018 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $9,076,609 across 8 Internet Content & Information names. META ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	16,553	$5,915,545
2	META	Meta Platforms, Inc. This page	5,584	$3,145,410
3	RDDT	Reddit, Inc.	30	$5,207
4	BIDU	Baidu, Inc.	40	$4,570
5	PINS	Pinterest, Inc.	179	$3,763
6	TME	Tencent Music Entertainment Group	124	$1,035
7	UPWK	Upwork, Inc	76	$635
8	SNAP	Snap Inc	100	$444

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,145,410	5,584	+1.7%	Shares	Sole	2026-07-23
2026-03-31	$3,142,137	5,492	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$3,538,742	5,361	+40.5%	Shares	Sole	2026-02-17
2025-09-30	$2,801,659	3,815	-18.6%	Shares	Sole	2025-12-29
2025-06-30	$3,458,689	4,686	-8.3%	Shares	Defined	2025-08-19
2025-03-31	$2,946,352	5,112	-0.6%	Shares	Defined	2025-05-16
2024-12-31	$3,010,692	5,142	+2.3%	Shares	Defined	2025-02-05
2024-09-30	$2,878,228	5,028	+3.5%	Shares	Defined	2024-11-14
2024-06-30	$2,450,509	4,860	+1.5%	Shares	Defined	2024-08-15
2024-03-31	$2,324,471	4,787	-11.1%	Shares	Defined	2024-06-21
2023-12-31	$1,906,074	5,385	+3.3%	Shares	Defined	2024-02-12
2023-09-30	$1,564,694	5,212	+2.5%	Shares	Defined	2023-11-07
2023-06-30	$1,459,006	5,084	-19.4%	Shares	Sole	2023-10-12
2023-03-31	$1,337,129	6,309	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.