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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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.

23 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.
23 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.