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Equibles

Cape Investment Advisory, Inc.

Position in OPTT — Ocean Power Technologies, Inc.

CIK 1944437 MCDONOUGH, GA
Back to OPTT Full portfolio

Position in OPTT

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$130
-$20 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 81 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in OPTT Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $1,437,927 across 15 Specialty Industrial Machinery names. OPTT ranks #15 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GEV
GE Vernova Inc.
 533 $626,199
2 ETN
Eaton Corp plc
 567 $241,609
3 CMI
Cummins Inc
 304 $216,815
4 OTIS
Otis Worldwide Corp
 1,989 $142,411
5 PH
Parker-Hannifin Corp
 80 $78,249
6 ITT
Itt Inc.
 243 $48,054
7 IR
Ingersoll Rand Inc.
 265 $21,726
8 XYL
Xylem Inc.
 175 $20,686

All Filings in OPTT

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $130 500
2025-12-31 $150 500
2025-09-30 $250 500
2025-06-30 $235 500
2025-03-31 $230 500
2024-12-31 $510 500
2024-09-30 $80 500
2024-06-30 $100 500
2024-03-31 $135 500
2023-12-31 $160 500
2023-09-30 $195 500
2023-06-30 $300 500
2023-03-31 $265 500