Cape Investment Advisory, Inc.

Position in NIO — NIO Inc.

CIK 1944437 MCDONOUGH, GA

Position in NIO

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

Position Value

$2,732

-$22 QoQ

Shares Held

540

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#328

of 418 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $610,245 across 8 Auto Manufacturers names. NIO ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	1,326	$557,715
2	F	Ford Motor Co	2,125	$29,537
3	STLA	Stellantis N.V.	1,660	$9,528
4	GM	General Motors Co	71	$5,472
5	RIVN	Rivian Automotive, Inc. / DE	200	$3,470
6	NIO	NIO Inc. This page	540	$2,732
7	TM	Toyota Motor Corp/	10	$1,684
8	LCID	Lucid Group, Inc.	16	$107

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,732	540	0.0%	Shares	Sole	2026-07-23
2025-12-31	$2,754	540	+66.7%	Shares	Sole	2026-02-17
2025-09-30	$2,468	324	-44.5%	Shares	Sole	2025-12-29
2025-06-30	$2,003	584	0.0%	Shares	Sole	2025-08-19
2025-03-31	$2,225	584	0.0%	Shares	Sole	2025-05-16
2024-12-31	$2,546	584	0.0%	Shares	Sole	2025-02-05
2024-09-30	$3,901	584	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,429	584	-34.0%	Shares	Sole	2024-08-15
2024-03-31	$3,982	885	-11.3%	Shares	Defined	2024-06-21
2023-12-31	$9,051	998	+12.8%	Shares	Sole	2024-02-12
2023-09-30	$8,000	885	-51.6%	Shares	Defined	2023-11-07
2023-06-30	$17,732	1,830	-16.1%	Shares	Sole	2023-10-12
2023-03-31	$22,911	2,180	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.