Position in MP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,633
+$9,280 QoQ
Shares Held
172
+2357.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#654
of 750 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MP Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $93,024 across 7 Other Industrial Metals & Mining names. MP ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
339 | $32,181 | |
| 2 | IPX |
IPERIONX Ltd
|
797 | $23,694 | |
| 3 | BHP |
BHP Group Ltd
|
227 | $18,911 | |
| 4 | MP |
MP Materials Corp. / DE
This page
|
172 | $9,633 | |
| 5 | TMC |
TMC the metals Co Inc.
|
1,624 | $7,194 | |
| 6 | NAK |
Northern Dynasty Minerals Ltd
|
500 | $960 | |
| 7 | WWR |
Westwater Resources, Inc.
|
885 | $451 |
All Filings in MP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,633 | 172 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $353 | 7 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $232 | 7 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $170 | 7 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $109 | 7 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $123 | 7 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $89 | 7 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,970 | 907 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $18,797 | 947 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $72,904 | 3,817 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $97,628 | 4,267 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $30,924 | 1,097 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||