CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AES | 69K | $973.59K |
 | KO | 65K | $4.91M |
 | MCBS | 60K | $1.71M |
 | LYG | 59K | $297.72K |
 | SO | 25K | $2.46M |
 | T | 25K | $738.42K |
 | SCHW | 25K | $2.37M |
 | AMZN | 22K | $4.54M |
 | VZ | 21K | $1.06M |
 | CVX | 20K | $4.17M |
 | RF | 19K | $494.11K |
 | GOOGL | 18K | $5.14M |
 | BAC | 16K | $798.82K |
 | MSFT | 16K | $6.05M |
 | AAPL | 16K | $4.05M |
 | CMCSA | 16K | $447.38K |
 | DIS | 16K | $1.50M |
 | ECVT | 15K | $190.33K |
 | NVDA | 14K | $2.50M |
 | SBUX | 14K | $1.24M |
The AES Corporation
AES
Shares Held
69K
Value
$973.59K
The Coca-Cola Company
KO
Shares Held
65K
Value
$4.91M
MetroCity Bankshares, Inc.
MCBS
Shares Held
60K
Value
$1.71M
Lloyds Banking Group plc
LYG
Shares Held
59K
Value
$297.72K
The Southern Company
SO
Shares Held
25K
Value
$2.46M
AT&T Inc.
T
Shares Held
25K
Value
$738.42K
The Charles Schwab Corporation
SCHW
Shares Held
25K
Value
$2.37M
Amazon.com, Inc.
AMZN
Shares Held
22K
Value
$4.54M
Verizon Communications Inc.
VZ
Shares Held
21K
Value
$1.06M
Chevron Corporation
CVX
Shares Held
20K
Value
$4.17M
Regions Financial Corporation
RF
Shares Held
19K
Value
$494.11K
Alphabet Inc.
GOOGL
Shares Held
18K
Value
$5.14M
Bank of America Corporation
BAC
Shares Held
16K
Value
$798.82K
Microsoft Corporation
MSFT
Shares Held
16K
Value
$6.05M
Apple Inc.
AAPL
Shares Held
16K
Value
$4.05M
Comcast Corporation
CMCSA
Shares Held
16K
Value
$447.38K
The Walt Disney Company
DIS
Shares Held
16K
Value
$1.50M
Ecovyst Inc.
ECVT
Shares Held
15K
Value
$190.33K
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.50M
Starbucks Corporation
SBUX
Shares Held
14K
Value
$1.24M