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Cape Investment Advisory’s Climb Global Solutions CLMB Stock Holding History

Cape Investment Advisory’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.3K Buy
+1,132
New +$24.3K 0.01% 655

Other funds holding CLMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's CLMB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 1,132 shares worth $26.3K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings.

132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Cape Investment Advisory held 1,132 shares of Climb Global Solutions worth $26.3K as of Q2 2026.
  • Climb Global Solutions was a new Cape Investment Advisory position in Q2 2026.
  • Climb Global Solutions made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #655 holding.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.