Cape Investment Advisory, Inc. Incresed Positions in Q3 2025

Cape Investment Advisory, Inc.

  • $102 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
40
+ 23.81%
$64.73 - $76.45 $2.59K - $3.06K
208 $15.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
16
+ 200.0%
$284.17 - $319.49 $4.55K - $5.11K
24 $7.43M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
194
+ 15.2%
$23.54 - $23.97 $4.57K - $4.65K
1.47K $35.2M
SAP
Sap Se

Technology
20
+ 117.65%
$252.42 - $311.93 $5.05K - $6.24K
37 $9.89M
PPG
Ppg Industries Inc

Basic Materials
46
+ 328.57%
$103.65 - $119.07 $4.77K - $5.48K
60 $6.31M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
184
+ 6133.33%
$25.5 - $35.2 $4.69K - $6.48K
187 $4.77M
AVB
Avalonbay Communities Inc

Real Estate
24
+ 400.0%
$182.72 - $204.51 $4.39K - $4.91K
30 $5.8M
NET
Cloudflare, Inc.

Technology
14
+ 17.72%
$181.39 - $228.28 $2.54K - $3.2K
93 $20M
SHEL
Shell PLC

Energy
60
+ 40.0%
$69.82 - $73.93 $4.19K - $4.44K
210 $15M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
77
+ 5.9%
$49.78 - $50.75 $3.83K - $3.91K
1.38K $70M
IVZ
Invesco Ltd.

Financial Services
93
+ 30.79%
$16.17 - $23.0 $1.5K - $2.14K
395 $9.06M
RTO
Rentokil Initial PLC

Industrials
38
+ 1.47%
$22.81 - $25.94 $867 - $986
2.62K $66.1M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
101
+ 54.89%
$36.73 - $38.68 $3.71K - $3.91K
285 $11M
MFG
Mizuho Financial Group Inc

Financial Services
374
+ 28.95%
$5.42 - $6.85 $2.03K - $2.56K
1.67K $11.2M
NDAQ
Nasdaq, Inc.

Financial Services
45
+ 4500.0%
$86.73 - $96.94 $3.9K - $4.36K
46 $4.07M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
16
+ 36.36%
$366.54 - $479.53 $5.86K - $7.67K
60 $23.5M
KKR
Kkr & Co. Inc.

Financial Services
29
+ 181.25%
$129.95 - $152.16 $3.77K - $4.41K
45 $5.85M
BGNE
Bei Gene, Ltd.

Healthcare
8
+ 80.0%
N/A
18 $6.13M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
6
+ 75.0%
$534.91 - $598.71 $3.21K - $3.59K
14 $7.87M
ATO
Atmos Energy Corp

Utilities
21
+ 2100.0%
$151.51 - $170.75 $3.18K - $3.59K
22 $3.76M
EOG
Eog Resources Inc

Energy
33
+ 235.71%
$112.12 - $126.1 $3.7K - $4.16K
47 $5.27M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
146
+ 25.13%
$20.34 - $21.61 $2.97K - $3.16K
727 $15.7M
SHW
Sherwin Williams CO

Basic Materials
9
+ 112.5%
$330.88 - $375.23 $2.98K - $3.38K
17 $5.89M
TCOM
Trip.Com Group LTD

Consumer Cyclical
31
+ 68.89%
$58.74 - $78.52 $1.82K - $2.43K
76 $5.72M
HCA
Hca Healthcare, Inc.

Healthcare
7
+ 700.0%
$334.32 - $426.2 $2.34K - $2.98K
8 $3.41M
FMX
Mexican Economic Development Inc

Consumer Defensive
35
+ 29.91%
$83.67 - $106.19 $2.93K - $3.72K
152 $15M
PCAR
Paccar Inc

Industrials
29
+ 290.0%
$92.91 - $102.86 $2.69K - $2.98K
39 $3.84M
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 3.16%
$276.51 - $305.12 $830 - $915
98 $29.2M
GIS
General Mills Inc

Consumer Defensive
92
+ 7.09%
$48.44 - $53.83 $4.46K - $4.95K
1.39K $70.1M
Siriusxm Holdings Inc
120
+ 600.0%
N/A
140 $3.26M
CTVA
Corteva, Inc.

Basic Materials
41
+ 256.25%
$67.08 - $77.12 $2.75K - $3.16K
57 $3.86M
NMR
Nomura Holdings Inc

Financial Services
278
+ 32.14%
$6.28 - $7.56 $1.75K - $2.1K
1.14K $8.31M
RNA
Avidity Biosciences, Inc.

Healthcare
40
+ 72.73%
$28.46 - $50.36 $1.14K - $2.01K
95 $4.14M
NVO
Novo Nordisk A S

Healthcare
69
+ 73.4%
$45.38 - $71.7 $3.13K - $4.95K
163 $9.05M
RSG
Republic Services, Inc.

Industrials
11
+ 1100.0%
$225.33 - $246.01 $2.48K - $2.71K
12 $2.75M
RYAAY
Ryanair Holdings PLC

Industrials
39
+ 72.22%
$55.19 - $66.72 $2.15K - $2.6K
93 $5.6M
SU
Suncor Energy Inc

Energy
46
+ 35.66%
$37.83 - $43.02 $1.74K - $1.98K
175 $7.32M
NOC
Northrop Grumman Corp

Industrials
3
+ 50.0%
$498.9 - $609.32 $1.5K - $1.83K
9 $5.48M
America Movil Sab De Cv
98
+ 71.01%
N/A
236 $4.96M
NTR
Nutrien Ltd.

Basic Materials
41
+ 35.04%
$55.69 - $62.11 $2.28K - $2.55K
158 $9.28M
D
Dominion Energy, Inc

Utilities
7
+ 1.67%
$56.32 - $62.1 $394 - $435
425 $26M
EXPD
Expeditors International Of Washington Inc

Industrials
16
+ 34.04%
$111.37 - $124.95 $1.78K - $2K
63 $7.72M
ABEV
Ambev S.A.

Consumer Defensive
1.39K
+ 32.68%
$2.15 - $2.49 $2.98K - $3.45K
5.62K $12.5M
IBN
Icici Bank LTD

Financial Services
90
+ 70.87%
$30.23 - $34.41 $2.72K - $3.1K
217 $6.56M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
27
+ 2700.0%
$71.86 - $87.45 $1.94K - $2.36K
28 $2.33M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
111
+ 33.84%
$23.52 - $28.77 $2.61K - $3.19K
439 $11.6M
CVE
Cenovus Energy Inc.

Energy
99
+ 67.81%
$13.87 - $17.81 $1.37K - $1.76K
245 $4.16M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.43%
$79.39 - $90.39 $79.4 - $90.4
232 $20.6M
XEL
Xcel Energy Inc

Utilities
24
+ 171.43%
$67.56 - $80.65 $1.62K - $1.94K
38 $3.07M
Activity Summary
Buys All Purchases 266 New Holdings 61 Increased Positions 205 Sells All Sells 376 Reductions 374 Sold out 2 Options Calls 0 Puts 0
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