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
FDNFIRST TR EXCHANGE-TRADED FD
$40K
UNPUNION PAC CORP
$39K
AQLTISHARES TR
$39K
BWXSPDR SERIES TRUST
$39K
CGGRCAPITAL GROUP GROWTH ETF
$38K
PDBCINVESCO ACTVELY MNGD ETC FD
$38K
FDLFIRST TR EXCHANGE-TRADED FD
$38K
CSXCSX CORP
$37K
WATWATERS CORP
$37K
BIDUNBAIDU INC
$37K
STAGSTAG INDL INC
$36K
LHLABCORP HOLDINGS INC
$36K
PNWPINNACLE WEST CAP CORP
$36K
WMWASTE MGMT INC DEL
$36K
PLDPROLOGIS INC.
$36K
HALHALLIBURTON CO
$35K
UBERUBER TECHNOLOGIES INC
$35K
ETENERGY TRANSFER L P
$35K
BUWABIO RAD LABS INC
$35K
SCCOSOUTHERN COPPER CORP
$34K
IPXIPERIONX LTD
$34K
CPTCAMDEN PPTY TR
$34K
MDXGMIMEDX GROUP INC
$34K
KHCKRAFT HEINZ CO
$33K
GMGENERAL MTRS CO
$33K
SRLNSSGA ACTIVE ETF TR
$33K
SELVSEI EXCHANGE TRADED FUNDS
$33K
EMREMERSON ELEC CO
$33K
ALNYALNYLAM PHARMACEUTICALS INC
$33K
BIZDVANECK ETF TRUST
$33K
AXONAXON ENTERPRISE INC
$32K
TRYBARINGS BDC INC
$32K
AFLAFLAC INC
$32K
MGCVANGUARD WORLD FD
$32K
ICVTISHARES TR
$32K
USBUS BANCORP DEL
$32K
KDKYNDRYL HLDGS INC
$31K
IYRISHARES TR
$31K
SWKSTANLEY BLACK & DECKER INC
$31K
CVYINVESCO EXCHANGE TRADED FD T
$31K
CRTCDBX ETF TR
$31K
SPABSPDR SERIES TRUST
$31K
XLESELECT SECTOR SPDR TR
$31K
PICBINVESCO EXCH TRADED FD TR II
$31K
SPHYSPDR SERIES TRUST
$30K
SPHBINVESCO EXCH TRADED FD TR II
$30K
MMM3M CO
$30K
PRUPRUDENTIAL FINL INC
$30K
CRLCHARLES RIV LABS INTL INC
$30K
KMBKIMBERLY-CLARK CORP
$29K
IWFISHARES TR
$29K
LDEMISHARES TR
$29K
IYHISHARES TR
$29K
HYGISHARES TR
$29K
PNCPNC FINL SVCS GROUP INC
$29K
SCHCSCHWAB STRATEGIC TR
$28K
AEEAMEREN CORP
$28K
TXNMTXNM ENERGY INC
$28K
TJXTJX COS INC NEW
$28K
LQDHISHARES U S ETF TR
$27K
BOCTINNOVATOR ETFS TRUST
$27K
INCYINCYTE CORP
$27K
SUSBISHARES TR
$27K
ADTNADTRAN HOLDINGS INC
$27K
SHOPSHOPIFY INC
$27K
FEZSPDR INDEX SHS FDS
$27K
VBKVANGUARD INDEX FDS
$26K
ESMLISHARES TR
$26K
GEHCGE HEALTHCARE TECHNOLOGIES I
$26K
GLGLOBE LIFE INC
$25K
BBARRICK MNG CORP
$24K
TMOTHERMO FISHER SCIENTIFIC INC
$24K
AMDADVANCED MICRO DEVICES INC
$24K
METMETLIFE INC
$24K
DDOMINION ENERGY INC
$24K
MLB1MERCADOLIBRE INC
$24K
LITGLOBAL X FDS
$23K
ABALLIANCEBERNSTEIN HLDG L P
$23K
VXUSVANGUARD STAR FDS
$23K
ESGUISHARES TR
$23K
PSPINVESCO EXCHANGE TRADED FD T
$23K
XYLXYLEM INC
$23K
SDIVGLOBAL X FDS
$23K
MFICMIDCAP FINANCIAL INVSTMNT CO
$23K
BCSBARCLAYS PLC
$23K
PYPRINCIPAL EXCHANGE TRADED FD
$22K
VOOVVANGUARD ADMIRAL FDS INC
$22K
USOUNITED STS OIL FD LP
$22K
CLCOLGATE PALMOLIVE CO
$22K
FIWFIRST TR EXCHANGE-TRADED FD
$22K
OHIOMEGA HEALTHCARE INVS INC
$22K
BONDPIMCO ETF TR
$22K
CAHCARDINAL HEALTH INC
$22K
NRPNATURAL RESOURCE PARTNERS L
$22K
IRINGERSOLL RAND INC
$22K
IVOVVANGUARD ADMIRAL FDS INC
$22K
LQDISHARES TR
$21K
MSGSMADISON SQUARE GRDN SPRT COR
$21K
TIPISHARES TR
$21K
FDRRFIDELITY COVINGTON TRUST
$21K
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