Cape Investment Advisory, Inc. Incresed Positions in Q2 2025

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
13
+ 260.0%
$174.64 - $205.16 $2.27K - $2.67K
18 $3.56M
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
76
+ 44.71%
$43.91 - $64.88 $3.34K - $4.93K
246 $13M
FLCH
Franklin Templeton ETF Tr

ETFs
108
+ 34.39%
$17.74 - $21.96 $1.92K - $2.37K
422 $9.16M
EXPE
Expedia Group, Inc.

Consumer Cyclical
14
+ 31.11%
$136.63 - $176.62 $1.91K - $2.47K
59 $9.95M
USB
Us Bancorp \De\

Financial Services
6
+ 0.87%
$36.4 - $45.76 $218 - $275
697 $31.5M
Bitwise Ethereum ETF
7
+ 1.58%
N/A
450 $8.13M
SPIB
Spdr Portfolio Intermediate Te

ETFs
39
+ 1.4%
$32.62 - $33.58 $1.27K - $1.31K
2.83K $95M
INGR
Ingredion Inc

Consumer Defensive
15
+ 3.36%
$123.22 - $140.95 $1.85K - $2.11K
462 $62.7M
Blackrock ETF Trust Ii
49
+ 24.5%
N/A
249 $12.1M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
28
+ 18.54%
$37.77 - $48.45 $1.06K - $1.36K
179 $8.67M
NOC
Northrop Grumman Corp

Industrials
4
+ 200.0%
$456.3 - $540.39 $1.83K - $2.16K
6 $3M
MS
Morgan Stanley

Financial Services
11
+ 68.75%
$99.83 - $140.86 $1.1K - $1.55K
27 $3.8M
VALE
Vale S.A.

Basic Materials
212
+ 41.57%
$8.26 - $10.1 $1.75K - $2.14K
722 $7.01M
NMR
Nomura Holdings Inc

Financial Services
231
+ 36.44%
$4.95 - $6.6 $1.14K - $1.52K
865 $5.69M
EWG
Ishares Msci Germany ETF

ETFs
5
+ 1.67%
$33.22 - $42.57 $166 - $213
304 $12.8M
HWM
Howmet Aerospace Inc.

Industrials
7
+ 100.0%
$112.33 - $186.13 $786 - $1.3K
14 $2.61M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
47
+ 3.82%
$22.4 - $23.8 $1.05K - $1.12K
1.28K $30.4M
TEF
Telefonica S A

Communication Services
146
+ 10.19%
$4.37 - $5.39 $638 - $787
1.58K $8.26M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
5
+ 1.71%
$39.44 - $49.12 $197 - $246
297 $14.4M
BR
Broadridge Financial Solutions, Inc.

Technology
6
+ 3.53%
$217.22 - $246.25 $1.3K - $1.48K
176 $42.8M
FIW
First Trust Water ETF

ETFs
1
+ 0.49%
$90.26 - $108.05 $90.3 - $108
206 $22.2M
SCHO
Schwab Short Term Us Treasury

ETFs
50
+ 0.74%
$24.19 - $24.45 $1.21K - $1.22K
6.77K $165M
XLP
Consumer Staples Sector Spdr

ETFs
19
+ 15.7%
N/A
140 $11.3M
CRL
Charles River Laboratories International, Inc.

Healthcare
8
+ 4.26%
$99.75 - $151.89 $798 - $1.22K
196 $29.7M
IVZ
Invesco Ltd.

Financial Services
82
+ 37.27%
$12.14 - $15.77 $995 - $1.29K
302 $4.76M
HPE
Hewlett Packard Enterprise CO

Technology
11
+ 4.91%
$12.51 - $20.45 $138 - $225
235 $4.81M
Proshares Tr
1
+ 0.97%
N/A
104 $4.79M
MAR
Marriott International Inc

Consumer Cyclical
4
+ 100.0%
$211.12 - $274.14 $844 - $1.1K
8 $2.19M
CDNS
Cadence Design Systems Inc

Technology
1
+ 5.88%
$231.64 - $323.08 $232 - $323
18 $5.55M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11
+ 26.19%
$57.41 - $74.81 $632 - $823
53 $3.94M
STLA
Stellantis N.V.

Consumer Cyclical
173
+ 37.69%
$8.53 - $11.27 $1.48K - $1.95K
632 $6.34M
SU
Suncor Energy Inc

Energy
35
+ 37.23%
$31.54 - $41.04 $1.1K - $1.44K
129 $4.83M
MLM
Martin Marietta Materials Inc

Basic Materials
2
+ 200.0%
$452.51 - $568.19 $905 - $1.14K
3 $1.65M
VST
Vistra Corp.

Utilities
4
+ 80.0%
$98.07 - $195.04 $392 - $780
9 $1.74M
ILF
Ishares Latin America 40 ETF

ETFs
8
+ 2.25%
$21.35 - $26.21 $171 - $210
363 $9.51M
KKR
Kkr & Co. Inc.

Financial Services
7
+ 77.78%
$92.79 - $134.29 $650 - $940
16 $2.13M
NXPI
Nxp Semiconductors N.V.

Technology
4
+ 80.0%
$153.5 - $218.72 $614 - $875
9 $1.97M
PAYC
Paycom Software, Inc.

Technology
1
+ 1.33%
$193.07 - $265.71 $193 - $266
76 $17.5M
APH
Amphenol Corp

Technology
3
+ 15.0%
$59.09 - $98.75 $177 - $296
23 $2.27M
A
Agilent Technologies, Inc.

Healthcare
7
+ 21.88%
$99.29 - $120.52 $695 - $844
39 $4.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9
+ 33.33%
$85.42 - $94.39 $769 - $850
36 $3.38M
ACN
Accenture PLC

Technology
3
+ 42.86%
$279.23 - $323.21 $838 - $970
10 $2.99M
KRE
Spdr S&P Regional Banking ETF

ETFs
2
+ 0.79%
$48.81 - $59.48 $97.6 - $119
254 $15.1M
FNDF
Schwab Fundamental Intl Large

ETFs
1
+ 0.56%
$32.25 - $40.02 $32.3 - $40
181 $7.25M
SRLN
Ssga Active Trust

ETFs
8
+ 1.02%
$39.47 - $41.59 $316 - $333
794 $33M
XLU
Utilities Sector Spdr

ETFs
1
+ 0.54%
$73.09 - $82.77 $73.1 - $82.8
185 $15.1M
VKTX
Viking Therapeutics, Inc.

Healthcare
18
+ 60.0%
$19.98 - $29.49 $360 - $531
48 $1.27M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
14
+ 1.66%
$18.96 - $20.43 $265 - $286
859 $17.5M
PPG
Ppg Industries Inc

Basic Materials
4
+ 40.0%
$91.66 - $115.04 $367 - $460
14 $1.59M
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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