Cape Investment Advisory, Inc.

Position in V — Visa Inc.

CIK 1944437 MCDONOUGH, GA

Position in V

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

Position Value

$1,985,804

+$96,805 QoQ

Shares Held

5,788

-7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#2,363

of 4,491 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $3,809,883 across 9 Credit Services names. V ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	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.	65	$11,155
7	ALLY	Ally Financial Inc.	57	$2,619
8	PYPL	PayPal Holdings, Inc.	13	$561

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,985,804	5,788	-7.4%	Shares	Sole	2026-07-23
2026-03-31	$1,888,999	6,250	+21.3%	Shares	Defined	2026-05-15
2025-12-31	$1,806,506	5,151	+10.4%	Shares	Sole	2026-02-17
2025-09-30	$1,593,219	4,667	-7.2%	Shares	Defined	2025-12-29
2025-06-30	$1,785,901	5,030	-10.0%	Shares	Defined	2025-08-19
2025-03-31	$1,958,720	5,589	-2.7%	Shares	Defined	2025-05-16
2024-12-31	$1,815,017	5,743	-0.1%	Shares	Defined	2025-02-05
2024-09-30	$1,579,862	5,746	+1.5%	Shares	Defined	2024-11-14
2024-06-30	$1,486,105	5,662	+0.7%	Shares	Defined	2024-08-15
2024-03-31	$1,569,266	5,623	+0.2%	Shares	Defined	2024-06-21
2023-12-31	$1,460,303	5,609	+2.5%	Shares	Defined	2024-02-12
2023-09-30	$1,258,154	5,470	+1.7%	Shares	Defined	2023-11-07
2023-06-30	$1,277,642	5,380	-1.3%	Shares	Defined	2023-10-12
2023-03-31	$1,229,207	5,452	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.