Position in TM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,684
-$3,881 QoQ
Shares Held
10
-61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#610
of 639 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $610,245 across 8 Auto Manufacturers names. TM ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
540 | $2,732 | |
| 7 | TM |
Toyota Motor Corp/
This page
|
10 | $1,684 | |
| 8 | LCID |
Lucid Group, Inc.
|
16 | $107 |
All Filings in TM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,684 | 10 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $5,565 | 26 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $8,440 | 49 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $8,649 | 49 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $9,535 | 49 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,749 | 49 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,043 | 49 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,332 | 49 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $15,037 | 82 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,807 | 49 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $7,876 | 49 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $6,942 | 49 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||