Cape Investment Advisory, Inc. Software—Application

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.1B
$1.04 Billion 0.38% of portfolio
3,375
Q2 2025 Added 3.08%
$237B
$1.04 Billion 0.38% of portfolio
3,799
Q2 2025 Added 2.95%
$40.3B
$101 Million 0.04% of portfolio
289
Q2 2025 Reduced 5.25%
$181B
$34.6 Million 0.01% of portfolio
371
Q2 2025 Added 36.9%
$174B
$26.6 Million 0.01% of portfolio
231
Q2 2025 Added 27.62%
$9.97B
$17.5 Million 0.01% of portfolio
76
Q2 2025 Added 1.33%
$13.6B
$15 Million 0.01% of portfolio
192
Q2 2025 New
$1.87B
$13.3 Million 0.0% of portfolio
33
Q1 2025 Added 3.13%
$169B
$12.3 Million 0.0% of portfolio
12
Q4 2024 Added 33.33%
$19.5B
$9.49 Million 0.0% of portfolio
16
Q2 2025 Added 128.57%
$8.47B
$8.45 Million 0.0% of portfolio
50
Q2 2025 New
$82.2B
$6.27 Million 0.0% of portfolio
28
Q4 2024 Added 27.27%
$86.4B
$5.55 Million 0.0% of portfolio
18
Q2 2025 Added 5.88%
$5.87B
$5.31 Million 0.0% of portfolio
121
Q2 2025 New
$279B
$5.17 Million 0.0% of portfolio
17
Q2 2025 New
$3.86B
$3.7 Million 0.0% of portfolio
82
Q2 2025 New
$4.67B
$3.14 Million 0.0% of portfolio
58
Q2 2025 New
$7.02B
$2.83 Million 0.0% of portfolio
9
Q2 2025 New
$5B
$2.76 Million 0.0% of portfolio
12
Q2 2025 New
$539M
$2.76 Million 0.0% of portfolio
250
Q2 2025 New
$2.33B
$2.67 Million 0.0% of portfolio
94
Q1 2024 Reduced 84.84%
$499M
$2.36 Million 0.0% of portfolio
400
Q2 2024 Reduced 68.0%
$8.64B
$2.02 Million 0.0% of portfolio
24
Q2 2025 New
$46.4B
$1.92 Million 0.0% of portfolio
8
Q2 2025 Reduced 11.11%
$1.91B
$1.61 Million 0.0% of portfolio
150
Q2 2025 Reduced 91.43%
$20.5B
$1.38 Million 0.0% of portfolio
8
Q4 2024 New
$21.1B
$1.09 Million 0.0% of portfolio
14
Q2 2025 Reduced 6.67%
$182B
$788,000 0.0% of portfolio
1
Q2 2025 Reduced 75.0%
$7.96B
$489,000 0.0% of portfolio
31
Q1 2024 Reduced 77.7%
$18.6B
$432,000 0.0% of portfolio
6
Q1 2025 Reduced 14.29%
$163B
$350,000 0.0% of portfolio
1
Q2 2025 Reduced 98.96%
$21.3B
$83,000 0.0% of portfolio
1
Q4 2024 New
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