Cape Investment Advisory, Inc. Asset Management

Cape Investment Advisory, Inc.

  • $251 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$550M
$156 Million 0.06% of portfolio
15,045
Q4 2024 Reduced 2.78%
$89.1B
$139 Million 0.06% of portfolio
1,018
Q1 2025 Reduced 0.1%
$4.15B
$131 Million 0.05% of portfolio
3,205
Q1 2025 Added 0.41%
$116B
$122 Million 0.05% of portfolio
871
Q1 2025 Added 0.58%
$77B
$109 Million 0.04% of portfolio
1,303
Q1 2025 Added 11.18%
$0
$98.4 Million 0.04% of portfolio
3,852
Q1 2025 New
$0
$97.9 Million 0.04% of portfolio
24,600
Q1 2025 New
$0
$79.9 Million 0.03% of portfolio
9,293
Q4 2024 Reduced 10.26%
$0
$78.3 Million 0.03% of portfolio
5,415
Q1 2025 New
$0
$70.8 Million 0.03% of portfolio
7,093
Q1 2025 Added 92.07%
$0
$60.1 Million 0.02% of portfolio
4,973
Q1 2025 New
$0
$58.5 Million 0.02% of portfolio
5,600
Q1 2025 Added 69.7%
$0
$29.1 Million 0.01% of portfolio
3,592
Q1 2025 Added 91.17%
$4B
$28.4 Million 0.01% of portfolio
740
Q1 2025 Reduced 15.91%
$893M
$22.9 Million 0.01% of portfolio
1,784
Q3 2024 New
$0
$17.2 Million 0.01% of portfolio
2,449
Q2 2023 Added 3.2%
$0
$16 Million 0.01% of portfolio
1,767
Q1 2025 New
$0
$14.4 Million 0.01% of portfolio
1,054
Q1 2023 New
$0
$13.2 Million 0.01% of portfolio
600
Q1 2025 New
$531M
$11.2 Million 0.0% of portfolio
493
Q1 2025 New
$0
$9.16 Million 0.0% of portfolio
976
Q2 2023 Added 3.17%
$0
$8.44 Million 0.0% of portfolio
853
Q1 2023 New
$0
$7.49 Million 0.0% of portfolio
941
Q1 2025 New
$0
$7.08 Million 0.0% of portfolio
453
Q1 2025 Added 2.03%
$4.78B
$5.66 Million 0.0% of portfolio
100
Q1 2023 New
$0
$5.54 Million 0.0% of portfolio
250
Q1 2025 Reduced 34.55%
$3.75B
$4.9 Million 0.0% of portfolio
61
Q4 2024 Reduced 4.69%
$0
$4.89 Million 0.0% of portfolio
400
Q1 2023 New
$26.4B
$4.83 Million 0.0% of portfolio
49
Q4 2024 Added 2.08%
$0
$4.64 Million 0.0% of portfolio
300
Q1 2025 New
$0
$4.39 Million 0.0% of portfolio
500
Q1 2023 New
$0
$4.06 Million 0.0% of portfolio
316
Q4 2024 Reduced 0.32%
$0
$3.86 Million 0.0% of portfolio
402
Q1 2024 Added 101.0%
$0
$3.62 Million 0.0% of portfolio
150
Q1 2024 Reduced 66.89%
$7.89B
$3.34 Million 0.0% of portfolio
220
Q1 2025 Reduced 25.17%
$0
$3.3 Million 0.0% of portfolio
400
Q1 2023 New
$0
$3.23 Million 0.0% of portfolio
205
Q3 2023 New
$40.4B
$2.69 Million 0.0% of portfolio
30
Q4 2024 Added 3.45%
$0
$2.29 Million 0.0% of portfolio
559
Q2 2024 Reduced 36.33%
$0
$2.24 Million 0.0% of portfolio
200
Q1 2023 New
$57.5B
$1.94 Million 0.0% of portfolio
4
Q1 2023 New
$23.1B
$1.65 Million 0.0% of portfolio
18
Q1 2025 Reduced 5.26%
$120B
$1.04 Million 0.0% of portfolio
9
Q1 2025 Reduced 18.18%
$31B
$147,000 0.0% of portfolio
1
Q4 2024 New
$21.3B
$87,000 0.0% of portfolio
2
Q4 2024 New
$20.2B
$84,000 0.0% of portfolio
1
Q4 2024 New
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