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Cape Investment Advisory, Inc.

Position in TOL — Toll Brothers, Inc.

CIK 1944437 MCDONOUGH, GA

Position in TOL

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$4,777
+$180 QoQ
Shares Held
29
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#741
of 799 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TOL Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $21,497 across 3 Residential Construction names. TOL ranks #3 (22.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TOL
Toll Brothers, Inc.
This page
29 $4,777

All Filings in TOL

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,777 29
2025-12-31 $4,597 34
2025-06-30 $1,369 12
2025-03-31 $1,267 12
2024-12-31 $1,511 12
2024-09-30 $1,853 12
2024-06-30 $1,382 12
2024-03-31 $1,552 12
2023-12-31 $1,233 12
2023-09-30 $887 12
2023-06-30 $948 12
2023-03-31 $720 12