Cape Investment Advisory, Inc. Q2 2025 Filing

Filed August 19, 2025

Portfolio Value

$273.9M

Holdings

1,171

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,171 positions)

StockValue
THROBLACKROCK ETF TRUST
$169K
SYYSYSCO CORP
$166K
EAGGISHARES TR
$166K
SCHOSCHWAB STRATEGIC TR
$165K
GQ9SPDR GOLD TR
$164K
BNDXVANGUARD CHARLOTTE FDS
$162K
IJRISHARES TR
$161K
AXPAMERICAN EXPRESS CO
$160K
TSNTYSON FOODS INC
$157K
MTUMISHARES TR
$156K
IAGGISHARES TR
$155K
HIIHUNTINGTON INGALLS INDS INC
$155K
LRCXLAM RESEARCH CORP
$152K
COSTCOSTCO WHSL CORP NEW
$151K
ABTABBOTT LABS
$151K
ISCGISHARES TR
$146K
LLYELI LILLY & CO
$145K
APOAPOLLO GLOBAL MGMT INC
$144K
IEFISHARES TR
$143K
TXNTEXAS INSTRS INC
$142K
IMCBISHARES TR
$142K
FISFIDELITY NATL INFORMATION SV
$141K
IDV*ISHARES TR
$140K
IYWISHARES TR
$140K
WMTWALMART INC
$138K
EIXEDISON INTL
$137K
BABAALIBABA GROUP HLDG LTD
$135K
CIONCION INVT CORP
$134K
BPBP PLC
$131K
ATDATI INC
$131K
NULVNUSHARES ETF TR
$130K
VNQVANGUARD INDEX FDS
$128K
EMBISHARES TR
$127K
BKBANK NEW YORK MELLON CORP
$127K
TTTRANE TECHNOLOGIES PLC
$126K
AQLTISHARES TR
$125K
NVIRLISTED FDS TR
$125K
VGITVANGUARD SCOTTSDALE FDS
$124K
NULGNUSHARES ETF TR
$123K
ADIANALOG DEVICES INC
$119K
JEPIJ P MORGAN EXCHANGE TRADED F
$118K
IXNISHARES TR
$117K
FHIFEDERATED HERMES INC
$116K
ESEVERSOURCE ENERGY
$113K
ILCVISHARES TR
$113K
VOXVANGUARD WORLD FD
$112K
HESHESS CORP
$111K
PPAINVESCO EXCHANGE TRADED FD T
$111K
EBAEBAY INC.
$109K
RDIVINVESCO EXCH TRADED FD TR II
$109K
NVSNNOVARTIS AG
$109K
VMBSVANGUARD SCOTTSDALE FDS
$108K
UBSIUNITED BANKSHARES INC WEST V
$107K
PLTRPALANTIR TECHNOLOGIES INC
$107K
IWVISHARES TR
$106K
SONYSONY GROUP CORP
$106K
TRVCCITIGROUP INC
$106K
COPCONOCOPHILLIPS
$106K
BKRBAKER HUGHES COMPANY
$105K
UTFCOHEN & STEERS INFRASTRUCTUR
$104K
ONEQFIDELITY COMWLTH TR
$104K
SPSMSPDR SERIES TRUST
$103K
ALLEALLEGION PLC
$102K
EEMISHARES TR
$101K
COINCOINBASE GLOBAL INC
$101K
AESAES CORP
$100K
MDLZMONDELEZ INTL INC
$100K
CEGCONSTELLATION ENERGY CORP
$99K
RSPGINVESCO EXCHANGE TRADED FD T
$98K
HIOWESTERN ASSET HIGH INCOME OP
$98K
CARRCARRIER GLOBAL CORPORATION
$97K
CPACOPA HOLDINGS SA
$97K
BSEPINNOVATOR ETFS TRUST
$97K
GDGENERAL DYNAMICS CORP
$95K
SPIBSPDR SERIES TRUST
$95K
STIPISHARES TR
$93K
AQLTISHARES TR
$93K
YUMYUM BRANDS INC
$93K
BKLNINVESCO EXCH TRADED FD TR II
$92K
VISVANGUARD WORLD FD
$91K
MRKMERCK & CO INC
$91K
JEPQJ P MORGAN EXCHANGE TRADED F
$91K
CVSCVS HEALTH CORP
$90K
MCKMCKESSON CORP
$88K
LOWLOWES COS INC
$87K
IDEVISHARES TR
$87K
JMUBJ P MORGAN EXCHANGE TRADED F
$86K
EDCONSOLIDATED EDISON INC
$86K
SNYSANOFI
$84K
LEUCENTRUS ENERGY CORP
$83K
SPTISPDR SERIES TRUST
$83K
ACWVISHARES INC
$83K
BDJBLACKROCK ENHANCED EQUITY DI
$83K
VRTVERTIV HOLDINGS CO
$82K
CMICUMMINS INC
$82K
EENI S P A
$81K
IWMISHARES TR
$80K
XLBSELECT SECTOR SPDR TR
$80K
PANWPALO ALTO NETWORKS INC
$80K
AEPAMERICAN ELEC PWR CO INC
$79K
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