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
STAG
Stag Industrial, Inc.

Real Estate
2
+ 0.2%
$30.08 - $37.02 $60.2 - $74
1K $36.4M
EPR
Epr Properties

Real Estate
3
New
$43.53 - $59.11 $131 - $177
3 $177K
GMED
Globus Medical Inc

Healthcare
21
+ 28.0%
$55.82 - $75.5 $1.17K - $1.59K
96 $5.67M
AVY
Avery Dennison Corp

Industrials
1
New
$159.58 - $183.97 $160 - $184
1 $175K
BIIB
Biogen Inc.

Healthcare
2
+ 28.57%
$113.38 - $135.49 $227 - $271
9 $1.13M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1
New
$146.74 - $176.07 $147 - $176
1 $162K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1
+ 3.7%
$61.08 - $74.04 $61.1 - $74
28 $2.04M
Core Laboratories Inc
48
+ 36.92%
N/A
178 $2.05M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 200.0%
$22.68 - $23.28 $45.4 - $46.6
3 $74K
VTRS
Viatris Inc

Healthcare
2
+ 1.12%
$7.26 - $9.12 $14.5 - $18.2
180 $1.61M
DBL
Double Line Opportunistic Credit Fund

Financial Services
9
+ 1.99%
$15.1 - $15.75 $136 - $142
462 $7.11M
SCMB
Schwab Strategic Tr Mun Bd ETF
3
+ 0.59%
N/A
510 $12.8M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1
+ 0.43%
$25.57 - $26.34 $25.6 - $26.3
234 $6.1M
Greystone Housing Impact Inv
3
+ 2.7%
N/A
114 $1.29M
RIO
Rio Tinto PLC

Basic Materials
8
+ 2.59%
$52.32 - $62.75 $419 - $502
317 $18.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28
+ 1400.0%
$87.84 - $1441.89 $2.46K - $40.4K
30 $2.7M
IEZ
Ishares Tr

ETFs
1
+ 1.0%
$14.77 - $19.84 $14.8 - $19.8
101 $1.72M
COP
Conocophillips

Energy
169
+ 16.75%
$82.66 - $106.1 $14K - $17.9K
1.18K $106M
Sinclair Inc
3
+ 2.01%
N/A
152 $2.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.27%
$63.54 - $68.5 $254 - $274
1.48K $100M
NJR
New Jersey Resources Corp

Utilities
1
+ 0.97%
$44.23 - $49.97 $44.2 - $50
104 $4.66M
REZ
Ishares Tr Residential And Mul

ETFs
1
+ 0.88%
$76.14 - $86.35 $76.1 - $86.4
114 $9.35M
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 1.24%
$87.57 - $96.0 $263 - $288
245 $22.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 6.9%
$160.0 - $195.62 $320 - $391
31 $4.97M
SPG
Simon Property Group Inc

Real Estate
1
+ 0.81%
$140.37 - $171.44 $140 - $171
124 $20M
ET
Energy Transfer LP

Energy
9
+ 0.47%
$15.65 - $18.93 $141 - $170
1.91K $34.6M
PAYX
Paychex Inc

Industrials
1
+ 0.85%
$137.01 - $159.78 $137 - $160
119 $17.3M
PRU
Prudential Financial Inc

Financial Services
2
+ 0.73%
$95.12 - $112.71 $190 - $225
277 $29.8M
AEE
Ameren Corp

Utilities
1
+ 0.34%
$94.23 - $101.68 $94.2 - $102
294 $28.2M
GNL
Global Net Lease, Inc.

Real Estate
6
+ 0.23%
$6.82 - $8.08 $40.9 - $48.5
2.57K $19.4M
CLX
Clorox CO

Consumer Defensive
2
+ 3.39%
$118.01 - $148.69 $236 - $297
61 $7.31M
Fortrea Hldgs Inc
4
+ 0.72%
N/A
561 $2.77M
SNY
Sanofi

Healthcare
198
+ 12.83%
$47.62 - $55.44 $9.43K - $11K
1.74K $84.1M
Gsk PLC
23
+ 0.33%
N/A
7.05K $271M
DIG
Proshares Ultra Oil & Gas

ETFs
1
+ 0.55%
$27.65 - $42.8 $27.7 - $42.8
184 $6.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
+ 13.21%
$390.26 - $489.06 $2.73K - $3.42K
60 $24.3M
TGT
Target Corp

Consumer Defensive
4
+ 0.84%
$88.76 - $105.77 $355 - $423
478 $47.1M
BIDU
Baidu, Inc.

Communication Services
3
+ 0.71%
$76.86 - $92.5 $231 - $278
426 $36.5M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
25
+ 4.66%
$78.47 - $92.25 $1.96K - $2.31K
561 $45.6M
PCG
Pg&E Corp

Utilities
1
+ 0.1%
$13.55 - $17.87 $13.6 - $17.9
1.01K $14M
CMCSA
Comcast Corp

Communication Services
307
+ 2.57%
$32.84 - $36.72 $10.1K - $11.3K
12.3K $438M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.77%
$210.83 - $235.28 $632 - $706
393 $87.3M
HBI
Hanesbrands Inc.

Consumer Cyclical
148
+ 3.86%
$4.32 - $5.95 $639 - $881
3.99K $18.3M
AEP
American Electric Power CO Inc

Utilities
1
+ 0.13%
$98.59 - $109.11 $98.6 - $109
757 $78.6M
ED
Consolidated Edison Inc

Utilities
40
+ 4.92%
$98.05 - $113.3 $3.92K - $4.53K
853 $85.6M
NEE
Nextera Energy Inc

Utilities
27
+ 0.62%
$64.11 - $75.0 $1.73K - $2.03K
4.42K $306M
WMG
Warner Music Group Corp.

Communication Services
75
+ 3.89%
$25.91 - $31.32 $1.94K - $2.35K
2K $54.5M
FANG
Diamondback Energy, Inc.

Energy
8
+ 2.33%
$119.25 - $161.49 $954 - $1.29K
351 $48.2M
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.06%
$102.24 - $109.76 $102 - $110
1.62K $169M
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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