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Aldeen Robinson

Cape Investment Advisory, Inc.

Assets Managed
$300.672M
Holdings
227
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-7.52%(2Q avg: 106.17%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cape Investment Advisory, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 227 positions.

Assets under management

The assets under management (AUM) of Cape Investment Advisory, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 300.672M in assets, with a quarterly growth rate of -7.52% and a 2-quarter average growth rate of 106.17%. The portfolio is managed by Aldeen Robinson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 1.27%
13.23%
$39.763M
1.584M shares@ $25.1 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 0.65%
6.11%
$18.351M
601,671 shares@ $30.5 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 10.64%
3.75%
$11.265M
216,933 shares@ $51.94 avg price
SCHJ
Schwab 1-5 Yr Corp Bnd Etf
Recent Activity
Increased 4.88%
2.8%
$8.413M
340,246 shares@ $24.73 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -0.1%
2.48%
$7.449M
255,715 shares@ $29.14 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.37%
2.02%
$6.048M
16,339 shares@ $370.19 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -0.02%
2.02%
$6.048M
195,349 shares@ $30.96 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 0.98%
1.95%
$5.855M
30,510 shares@ $191.92 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.37%
1.88%
$5.649M
184,113 shares@ $30.69 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.2%
1.75%
$5.248M
8,069 shares@ $650.36 avg price

1-10 of 227