StockDriftsStockDriftsTop 50 Cape Investment Advisory Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 13.22% | 1.58M | $39.8M | +1.27%(+19.83K) | $25.88(+9.80%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 6.1% | 601.7K | $18.4M | +0.64%(+3.84K) | $29.24(+11.35%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 3.75% | 216.9K | $11.3M | +10.64%(+20.86K) | $52.93(-1.63%) | 2026-03-31 | |
| SCHJ | SCHWAB STRATEGIC TR | 2.8% | 340.2K | $8.4M | +4.87%(+15.81K) | $24.63(-0.17%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.48% | 255.7K | $7.4M | -0.11%(-281) | $31.53(+8.67%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.01% | 16.3K | $6.0M | +2.37%(+378) | $383.69(+9.96%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.01% | 195.3K | $6.0M | -0.02%(-47) | $29.85(+13.72%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.95% | 30.5K | $5.9M | +0.97%(+294) | $187.47(+7.51%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.88% | 184.1K | $5.6M | +2.37%(+4.26K) | $27.36(+15.95%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.75% | 8.1K | $5.2M | +3.20%(+250) | $642.93(+14.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.31% | +53.31% |
| Top 20 Holdings Unweighted | +15.80% | +55.29% |
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