Cape Investment Advisory, Inc. Purchases in Q2 2025

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
17
New
$274.32 - $302.46 $4.66K - $5.14K
17 $4.93M
EQT
Eqt Corp

Energy
82
+ 390.48%
$46.11 - $60.44 $3.78K - $4.96K
103 $6.01M
SF
Stifel Financial Corp

Financial Services
47
New
$76.49 - $103.78 $3.6K - $4.88K
47 $4.88M
GLDM
World Gold Trust

ETFs
68
+ 68.0%
$58.96 - $67.97 $4.01K - $4.62K
168 $11M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
350
New
$10.8 - $16.92 $3.78K - $5.92K
350 $4.81M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
89
New
$53.27 - $54.27 $4.74K - $4.83K
89 $4.78M
INSM
Insmed Inc

Healthcare
47
New
$64.81 - $105.9 $3.05K - $4.98K
47 $4.73M
LII
Lennox International Inc

Industrials
6
+ 5.83%
$508.76 - $605.77 $3.05K - $3.63K
109 $62.5M
MDB
Mongo Db, Inc.

Technology
22
New
$145.85 - $225.38 $3.21K - $4.96K
22 $4.62M
LLY
Eli Lilly & CO

Healthcare
16
+ 9.41%
$713.71 - $898.95 $11.4K - $14.4K
186 $145M
HUBB
Hubbell Inc

Industrials
11
New
$315.94 - $408.41 $3.48K - $4.49K
11 $4.49M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
16
+ 320.0%
$201.28 - $266.34 $3.22K - $4.26K
21 $5.59M
SNPS
Synopsys Inc

Technology
7
+ 70.0%
$380.9 - $517.66 $2.67K - $3.62K
17 $8.72M
NBIX
Neurocrine Biosciences Inc

Healthcare
35
New
$87.54 - $128.18 $3.06K - $4.49K
35 $4.4M
WING
Wingstop Inc.

Consumer Cyclical
13
New
$210.24 - $381.46 $2.73K - $4.96K
13 $4.38M
Labcorp Holdings Inc
1
+ 0.74%
N/A
137 $36M
Flutter Entmt PLC
15
New
N/A
15 $4.29M
EME
Emcor Group, Inc.

Industrials
8
New
$342.02 - $534.89 $2.74K - $4.28K
8 $4.28M
RTO
Rentokil Initial PLC

Industrials
61
+ 2.42%
$19.89 - $24.42 $1.21K - $1.49K
2.58K $61.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
103
+ 93.64%
$37.08 - $42.26 $3.82K - $4.35K
213 $8.82M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
8
New
$483.07 - $625.6 $3.86K - $5K
8 $4.2M
PY
Principal Exchange Traded Fund

ETFs
74
+ 19.63%
$42.74 - $49.55 $3.16K - $3.67K
451 $22.3M
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 1.14%
$162.76 - $195.77 $651 - $783
354 $69.1M
CME
Cme Group Inc.

Financial Services
13
+ 54.17%
$252.37 - $290.71 $3.28K - $3.78K
37 $10.2M
BSX
Boston Scientific Corp

Healthcare
34
+ 136.0%
$89.7 - $107.41 $3.05K - $3.65K
59 $6.34M
WTFC
Wintrust Financial Corp

Financial Services
30
New
$95.17 - $124.21 $2.86K - $3.73K
30 $3.72M
GTLB
Gitlab Inc.

Technology
82
New
$40.52 - $53.43 $3.32K - $4.38K
82 $3.7M
TOST
Toast, Inc.

Technology
83
New
$30.03 - $45.23 $2.49K - $3.75K
83 $3.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
32
+ 1.69%
$96.84 - $99.46 $3.1K - $3.18K
1.93K $191M
CYBR
Cyber Ark Software Ltd.

Technology
9
New
$305.98 - $406.88 $2.75K - $3.66K
9 $3.66M
LECO
Lincoln Electric Holdings Inc

Industrials
17
New
$167.18 - $211.38 $2.84K - $3.59K
17 $3.52M
TTE
Total Energies Se

Energy
57
New
N/A
57 $3.5M
DLB
Dolby Laboratories, Inc.

Industrials
47
New
$69.36 - $81.21 $3.26K - $3.82K
47 $3.49M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
90
+ 37.82%
$22.56 - $29.85 $2.03K - $2.69K
328 $9.37M
HLI
Houlihan Lokey, Inc.

Financial Services
19
New
$141.59 - $182.75 $2.69K - $3.47K
19 $3.42M
BLDR
Builders First Source, Inc.

Industrials
29
New
$105.63 - $131.12 $3.06K - $3.8K
29 $3.38M
PCOR
Procore Technologies, Inc.

Technology
49
New
$56.26 - $72.4 $2.76K - $3.55K
49 $3.35M
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 0.07%
$105.54 - $129.09 $106 - $129
1.46K $177M
FMX
Mexican Economic Development Inc

Consumer Defensive
27
+ 30.0%
$92.5 - $107.84 $2.5K - $2.91K
117 $12M
Coreweave Inc
20
New
N/A
20 $3.26M
MUSA
Murphy Usa Inc.

Consumer Cyclical
8
New
$388.56 - $520.27 $3.11K - $4.16K
8 $3.25M
FCX
Freeport Mcmoran Inc

Basic Materials
58
+ 44.62%
$29.15 - $44.46 $1.69K - $2.58K
188 $8.15M
NDSN
Nordson Corp

Industrials
15
New
$167.51 - $223.5 $2.51K - $3.35K
15 $3.22M
TDIV
First Trust Nasdaq Technology

ETFs
35
New
$64.41 - $90.17 $2.25K - $3.16K
35 $3.17M
VVV
Valvoline Inc

Energy
69
+ 38.33%
$31.48 - $38.2 $2.17K - $2.64K
249 $9.43M
PEGA
Pegasystems Inc

Technology
58
New
$49.95 - $103.29 $2.9K - $5.99K
58 $3.14M
RYAAY
Ryanair Holdings PLC

Industrials
54
New
$39.21 - $57.84 $2.12K - $3.12K
54 $3.11M
CI
Cigna Corp

Healthcare
9
+ 4.17%
$301.89 - $340.04 $2.72K - $3.06K
225 $74.3M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
54
+ 61.36%
$61.03 - $67.59 $3.3K - $3.65K
142 $9.08M
Activity Summary
Buys All Purchases 515 New Holdings 139 Increased Positions 376 Sells All Sells 256 Reductions 255 Sold out 1 Options Calls 0 Puts 0
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