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Cape Investment Advisory’s Adams Natural Resources Fund PEO Stock Holding History

Cape Investment Advisory’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.6K Hold
493
– – ﹤0.01% 809
2026
Q2 		$12.2K Buy
+493
New +$12.8K ﹤0.01% 816
2026
Q1 		– Sell
-493
Closed -$10.7K – 908
2025
Q4 		$10.7K Hold
493
– – ﹤0.01% 741
2025
Q3 		$10.6K Hold
493
– – 0.01% 398
2025
Q2 		$10.5K Hold
493
– – ﹤0.01% 626
2025
Q1 		$11.2K Buy
+493
New +$11K ﹤0.01% 580

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MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
Farther Finance Advisors
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HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Cape Investment Advisory's PEO Position: Q3 2026 in Review

Cape Investment Advisory held its Adams Natural Resources Fund (PEO) position steady in Q3 2026 at 493 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Cape Investment Advisory first reported a position in PEO in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold PEO as of Q3 2026.

  • Cape Investment Advisory held 493 shares of Adams Natural Resources Fund worth $13.6K as of Q3 2026.
  • Cape Investment Advisory left its Adams Natural Resources Fund share count unchanged in Q3 2026.
  • Adams Natural Resources Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #809 holding.
  • Cape Investment Advisory first reported a position in Adams Natural Resources Fund in Q1 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.