Position in SEZL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,155
New position
Shares Held
65
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#279
of 323 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $3,809,883 across 9 Credit Services names. SEZL ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,788 | $1,985,804 | |
| 2 | MA |
Mastercard Inc
|
2,627 | $1,349,226 | |
| 3 | COF |
Capital One Financial Corp
|
1,164 | $233,521 | |
| 4 | AXP |
American Express Co
|
552 | $186,713 | |
| 5 | SYF |
Synchrony Financial
|
525 | $39,926 | |
| 6 | SEZL |
Sezzle Inc.
This page
|
65 | $11,155 | |
| 7 | ALLY |
Ally Financial Inc.
|
57 | $2,619 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
13 | $561 |
All Filings in SEZL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,155 | 65 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||