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Cape Investment Advisory’s Schrodinger SDGR Stock Holding History

Cape Investment Advisory’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.25K Buy
+200
New +$2.68K ﹤0.01% 1132

Other funds holding SDGR

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Cape Investment Advisory opened a new position in Schrodinger (SDGR) in Q2 2026: 200 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #1132 among its holdings.

32 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Cape Investment Advisory held 200 shares of Schrodinger worth $3.25K as of Q2 2026.
  • Schrodinger was a new Cape Investment Advisory position in Q2 2026.
  • Schrodinger made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1132 holding.
  • 32 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

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