Position in XP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$975
New position
Shares Held
60
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 317 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $2,755,076 across 15 Capital Markets names. XP ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
23,929 | $2,207,928 | |
| 2 | GS |
Goldman Sachs Group Inc
|
339 | $342,853 | |
| 3 | MS |
Morgan Stanley
|
752 | $157,197 | |
| 4 | NMR |
Nomura Holdings Inc
|
2,430 | $21,334 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
66 | $6,617 | |
| 6 | SF |
Stifel Financial Corp
|
71 | $4,953 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
15 | $4,225 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
20 | $2,682 |
All Filings in XP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975 | 60 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||