Cape Investment Advisory, Inc. Q3 2025 Filing

Filed December 29, 2025

Portfolio Value

$101.7M

Holdings

848

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (848 positions)

StockValue
HYDBISHARES TR
$24K
BIVVANGUARD BD INDEX FDS
$24K
VRTXVERTEX PHARMACEUTICALS INC
$23K
VDEVANGUARD WORLD FD
$23K
SMFGSUMITOMO MITSUI FINL GROUP I
$23K
RBLXROBLOX CORP
$23K
IYWISHARES TR
$23K
HIMUBLACKROCK ETF TRUST II
$23K
BONDPIMCO ETF TR
$22K
FDRRFIDELITY COVINGTON TRUST
$22K
SEIMSEI EXCHANGE TRADED FUNDS
$22K
IDV*ISHARES TR
$22K
SEIVSEI EXCHANGE TRADED FUNDS
$22K
BABOEING CO
$22K
LQDISHARES TR
$22K
TIGOMILLICOM INTL CELLULAR S A
$22K
AZNASTRAZENECA PLC
$22K
VFHVANGUARD WORLD FD
$22K
MLB1MERCADOLIBRE INC
$21K
VGLTVANGUARD SCOTTSDALE FDS
$21K
SPGSIMON PPTY GROUP INC NEW
$21K
SLYVSPDR SERIES TRUST
$21K
ECFELLSWORTH GROWTH & INCOME FD
$20K
PSXPHILLIPS 66
$20K
NETCLOUDFLARE INC
$20K
AMDADVANCED MICRO DEVICES INC
$20K
VONGVANGUARD SCOTTSDALE FDS
$19K
IWSISHARES TR
$19K
FLGBFRANKLIN TEMPLETON ETF TR
$19K
NUMVNUSHARES ETF TR
$19K
REGLPROSHARES TR
$19K
KEYKEYCORP
$19K
ICEINTERCONTINENTAL EXCHANGE IN
$18K
INTCINTEL CORP
$18K
SSNCSS&C TECHNOLOGIES HLDGS INC
$18K
SWKSTANLEY BLACK & DECKER INC
$17K
CARRCARRIER GLOBAL CORPORATION
$17K
MCHIISHARES TR
$17K
MVFBLACKROCK MUNIVEST FD INC
$17K
XAIXDBX ETF TR
$16K
CLCOLGATE PALMOLIVE CO
$16K
KYNKAYNE ANDERSON ENERGY INFRST
$16K
THNQEXCHANGE TRADED CONCEPTS TRU
$16K
GLDMWORLD GOLD TR
$16K
CBCHUBB LIMITED
$16K
BCIABRDN ETFS
$16K
HPEHEWLETT PACKARD ENTERPRISE C
$15K
AEPAMERICAN ELEC PWR CO INC
$15K
SHELSHELL PLC
$15K
VONVVANGUARD SCOTTSDALE FDS
$15K
FMXFOMENTO ECONOMICO MEXICANO S
$15K
IWVISHARES TR
$15K
BMYBRISTOL-MYERS SQUIBB CO
$15K
FLCHFRANKLIN TEMPLETON ETF TR
$15K
CCLCARNIVAL CORP
$14K
FCNCAFIRST CTZNS BANCSHARES INC D
$14K
KORPAMERICAN CENTY ETF TR
$14K
JHMMJOHN HANCOCK EXCHANGE TRADED
$14K
DYHTARGET CORP
$14K
JMUBJ P MORGAN EXCHANGE TRADED F
$14K
TEVATEVA PHARMACEUTICAL INDS LTD
$14K
USIGISHARES TR
$14K
TIPISHARES TR
$13K
ABTABBOTT LABS
$13K
GEVGE VERNOVA INC
$13K
CSCOCISCO SYS INC
$13K
UBERUBER TECHNOLOGIES INC
$13K
COINCOINBASE GLOBAL INC
$13K
BAXBAXTER INTL INC
$13K
RCLROYAL CARIBBEAN GROUP
$13K
ABEVAMBEV SA
$13K
KHCKRAFT HEINZ CO
$12K
RPVINVESCO EXCHANGE TRADED FD T
$12K
HLTHILTON WORLDWIDE HLDGS INC
$12K
TLTISHARES TR
$12K
AQLTISHARES TR
$12K
SLVISHARES SILVER TR
$12K
IBITISHARES BITCOIN TRUST ETF
$12K
BMTABRITISH AMERN TOB PLC
$12K
RPGINVESCO EXCHANGE TRADED FD T
$12K
FMSFRESENIUS MEDICAL CARE AG
$12K
JEPQJ P MORGAN EXCHANGE TRADED F
$12K
JNKSPDR SERIES TRUST
$11K
VOEVANGUARD INDEX FDS
$11K
DALDELTA AIR LINES INC DEL
$11K
CHWYCHEWY INC
$11K
MFGMIZUHO FINANCIAL GROUP INC
$11K
FHLCFIDELITY COVINGTON TRUST
$11K
CMECME GROUP INC
$11K
SEIQSEI EXCHANGE TRADED FUNDS
$11K
KLMNINVESCO EXCH TRADED FD TR II
$11K
IBBISHARES TR
$11K
LYBLYONDELLBASELL INDUSTRIES N
$11K
ILFISHARES TR
$11K
SPYDSPDR SERIES TRUST
$11K
QQQEDIREXION SHS ETF TR
$11K
EAELECTRONIC ARTS INC
$11K
PEOADAM NAT RES FD INC
$11K
CMPCOMPASS MINERALS INTL INC
$11K
DWDMORGAN STANLEY
$10K
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