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
BITBBITWISE BITCOIN ETF TR
$21K
BBAIBIGBEAR AI HLDGS INC
$20K
VMCVULCAN MATLS CO
$20K
SLVISHARES SILVER TR
$20K
BWXTBWX TECHNOLOGIES INC
$20K
IVOGVANGUARD ADMIRAL FDS INC
$20K
SPGSIMON PPTY GROUP INC NEW
$20K
BMTABRITISH AMERN TOB PLC
$20K
AZZAZZ INC
$20K
HBC2HSBC HLDGS PLC
$20K
VRTXVERTEX PHARMACEUTICALS INC
$20K
FNDXSCHWAB STRATEGIC TR
$20K
GNLGLOBAL NET LEASE INC
$19K
VGLTVANGUARD SCOTTSDALE FDS
$19K
PEOEXELON CORP
$19K
ASMLASML HOLDING N V
$19K
DALDELTA AIR LINES INC DEL
$19K
IWYISHARES TR
$19K
BMYBRISTOL-MYERS SQUIBB CO
$19K
IGLBISHARES TR
$19K
UBSUBS GROUP AG
$19K
REGLPROSHARES TR
$19K
LEVILEVI STRAUSS & CO NEW
$18K
RIORIO TINTO PLC
$18K
FLGBFRANKLIN TEMPLETON ETF TR
$18K
SLYVSPDR SERIES TRUST
$18K
EDIVSPDR INDEX SHS FDS
$18K
HN9HANESBRANDS INC
$18K
ECFELLSWORTH GROWTH & INCOME FD
$18K
NUMVNUSHARES ETF TR
$18K
HIGHARTFORD INSURANCE GROUP INC
$18K
KEYKEYCORP
$18K
WBAWALGREENS BOOTS ALLIANCE INC
$18K
PSXPHILLIPS 66
$18K
AGQPROSHARES TR II
$18K
QQQINEOS ETF TRUST
$18K
PCYINVESCO EXCH TRADED FD TR II
$18K
ISCBISHARES TR
$17K
PAYCPAYCOM SOFTWARE INC
$17K
GOAUETF SER SOLUTIONS
$17K
MPCMARATHON PETE CORP
$17K
PAYXPAYCHEX INC
$17K
GDXVANECK ETF TRUST
$17K
TIGOMILLICOM INTL CELLULAR S A
$17K
KYNKAYNE ANDERSON ENERGY INFRST
$17K
EMXCISHARES INC
$17K
PFFAETFIS SER TR I
$17K
VENVENTAS INC
$16K
BAHBOOZ ALLEN HAMILTON HLDG COR
$16K
EPDENTERPRISE PRODS PARTNERS L
$16K
HYDBISHARES TR
$16K
MVFBLACKROCK MUNIVEST FD INC
$16K
SOXXISHARES TR
$16K
ZIMZIM INTEGRATED SHIPPING SERV
$16K
HRIHERC HLDGS INC
$16K
FBOTFIDELITY COVINGTON TRUST
$16K
RBLXROBLOX CORP
$16K
NETCLOUDFLARE INC
$15K
EWYISHARES INC
$15K
ETBEATON VANCE TAX MNGED BUY WR
$15K
XAIXDBX ETF TR
$15K
XLUSELECT SECTOR SPDR TR
$15K
LVLNSPDR SERIES TRUST
$15K
CPBTHE CAMPBELLS COMPANY
$15K
IWPISHARES TR
$15K
DOCUDOCUSIGN INC
$15K
QTUMETF SER SOLUTIONS
$15K
DDDUPONT DE NEMOURS INC
$15K
DTILPRECISION BIOSCIENCES INC
$15K
CGICCAPITAL GROUP INTERNATIONAL
$15K
SPEUSPDR INDEX SHS FDS
$14K
MCHIISHARES TR
$14K
VONVVANGUARD SCOTTSDALE FDS
$14K
KORPAMERICAN CENTY ETF TR
$14K
PCGPG&E CORP
$14K
CHWYCHEWY INC
$14K
CGMSCAPITAL GRP FIXED INCM ETF T
$14K
GLTRABRDN PRECIOUS METALS BASKET
$14K
IWDISHARES TR
$14K
QSQUANTUMSCAPE CORP
$14K
THNQEXCHANGE TRADED CONCEPTS TRU
$14K
XRNPXCOHEN & STEERS REIT & PFD &
$14K
MIGAMICROSTRATEGY INC
$13K
MINOPIMCO ETF TR
$13K
LUVSOUTHWEST AIRLS CO
$13K
JHMMJOHN HANCOCK EXCHANGE TRADED
$13K
VCITVANGUARD SCOTTSDALE FDS
$13K
NAILDBX ETF TR
$13K
SLVMSYLVAMO CORP
$13K
SCMBSCHWAB STRATEGIC TR
$13K
EWGISHARES INC
$13K
OKEONEOK INC NEW
$13K
SGDJSPROTT ETF TRUST
$13K
CMPCOMPASS MINERALS INTL INC
$13K
ITWILLINOIS TOOL WKS INC
$13K
HYSPIMCO ETF TR
$13K
USIGISHARES TR
$13K
KFEBINNOVATOR ETFS TRUST
$12K
TLTISHARES TR
$12K
SEIMSEI EXCHANGE TRADED FUNDS
$12K
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