Cape Investment Advisory, Inc. New Holdings in Q2 2025

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.27K
New
$60.34 - $74.89 $378K - $469K
6.27K $469M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.04K
New
$50.09 - $51.09 $152K - $155K
3.04K $155M
ATI
Allegheny Technologies Inc

Industrials
1.52K
New
$41.97 - $86.8 $63.7K - $132K
1.52K $131M
ES
Eversource Energy

Utilities
1.78K
New
$54.25 - $65.89 $96.6K - $117K
1.78K $113M
UBSI
United Bankshares Inc

Financial Services
2.95K
New
$31.5 - $37.32 $92.9K - $110K
2.95K $107M
CPA
Copa Holdings, S.A.

Industrials
880
New
$83.12 - $109.97 $73.1K - $96.8K
880 $96.8M
GIS
General Mills Inc

Consumer Defensive
1.3K
New
$50.37 - $60.97 $65.4K - $79.1K
1.3K $67.2M
TD
Toronto Dominion Bank

Financial Services
600
New
$55.71 - $73.45 $33.4K - $44.1K
600 $44.1M
IPX
Iperion X Limited

Basic Materials
1.09K
New
N/A
1.09K $34.3M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
1.26K
New
$22.08 - $24.18 $27.9K - $30.5K
1.26K $30.5M
ADTN
Adtran Inc

Technology
3K
New
$7.18 - $8.97 $21.5K - $26.9K
3K $26.9M
Barrick Mng Corp
1.17K
New
N/A
1.17K $24.4M
Invesco Exchange Traded Fd T
329
New
N/A
329 $22.7M
Global X Fds
1K
New
N/A
1K $22.6M
OHI
Omega Healthcare Investors Inc

Real Estate
604
New
$35.55 - $39.05 $21.5K - $23.6K
604 $22.1M
NRP
Natural Resource Partners LP

Energy
228
New
$89.14 - $105.48 $20.3K - $24K
228 $21.8M
MSGS
Madison Square Garden Sports Corp.

Communication Services
100
New
$175.61 - $208.95 $17.6K - $20.9K
100 $20.9M
BWXT
Bwx Technologies, Inc.

Industrials
140
New
$89.24 - $144.06 $12.5K - $20.2K
140 $20.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
344
New
$53.66 - $58.71 $18.5K - $20.2K
344 $19.3M
IGLB
Ishares 10+ Year Investment Gr

ETFs
378
New
$47.55 - $50.44 $18K - $19.1K
378 $19M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
990
New
$11.71 - $19.37 $11.6K - $19.2K
990 $15.9M
HRI
Herc Holdings Inc

Industrials
120
New
$102.34 - $142.19 $12.3K - $17.1K
120 $15.8M
Dbx ETF Tr
397
New
N/A
397 $15.2M
CPB
Campbell Soup CO

Consumer Defensive
492
New
$30.65 - $39.9 $15.1K - $19.6K
492 $15.1M
DOCU
Docusign, Inc.

Technology
192
New
$70.35 - $93.84 $13.5K - $18K
192 $15M
Precision Biosciences Inc
3.5K
New
N/A
3.5K $14.7M
Capital Group International
500
New
N/A
500 $14.6M
CGMS
Capital Grp Core Plus Income E
503
New
N/A
503 $13.9M
ECVT
Ecovyst Inc.

Basic Materials
1.5K
New
$5.33 - $8.58 $8K - $12.9K
1.5K $12.3M
TMST
Timken Steel Corp

Basic Materials
600
New
N/A
600 $9.25M
QTEC
First Trust Nasdaq 100 Technol

ETFs
41
New
$149.56 - $212.83 $6.13K - $8.73K
41 $8.73M
NICE
Nice Ltd.

Technology
50
New
$141.3 - $178.32 $7.07K - $8.92K
50 $8.45M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
66
New
N/A
66 $7.23M
ARGX
Argenx Se

Healthcare
12
New
$532.27 - $656.65 $6.39K - $7.88K
12 $6.62M
DFIV
Dimensional ETF Tr

ETFs
150
New
$34.67 - $43.21 $5.2K - $6.48K
150 $6.43M
Nano Nuclear Energy Inc
170
New
N/A
170 $5.86M
Virgin Galactic Holdings Inc
1.98K
New
N/A
1.98K $5.39M
RNST
Renasant Corp

Financial Services
150
New
$27.68 - $36.52 $4.15K - $5.48K
150 $5.39M
FROG
J Frog LTD

Technology
121
New
$27.99 - $44.55 $3.39K - $5.39K
121 $5.31M
SAP
Sap Se

Technology
17
New
$237.53 - $309.8 $4.04K - $5.27K
17 $5.17M
CB
Chubb LTD

Financial Services
17
New
$274.32 - $302.46 $4.66K - $5.14K
17 $4.93M
SF
Stifel Financial Corp

Financial Services
47
New
$76.49 - $103.78 $3.6K - $4.88K
47 $4.88M
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
MDB
Mongo Db, Inc.

Technology
22
New
$145.85 - $225.38 $3.21K - $4.96K
22 $4.62M
HUBB
Hubbell Inc

Industrials
11
New
$315.94 - $408.41 $3.48K - $4.49K
11 $4.49M
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
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
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email