CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AES | 69K | $984.46K |
 | LYG | 62K | $328.31K |
 | MCBS | 60K | $1.58M |
 | KO | 31K | $2.19M |
 | SCHW | 26K | $2.64M |
 | SO | 24K | $2.10M |
 | CVX | 22K | $3.31M |
 | AMZN | 22K | $5.00M |
 | VZ | 21K | $856.38K |
 | GOOGL | 19K | $6.09M |
 | AAPL | 18K | $4.84M |
 | MSFT | 16K | $7.72M |
 | KHC | 16K | $385.63K |
 | KMX | 16K | $602.32K |
 | DIS | 16K | $1.77M |
 | ECVT | 15K | $145.95K |
 | CMCSA | 15K | $435.34K |
 | SBUX | 14K | $1.22M |
 | PFE | 14K | $339.22K |
 | BAC | 13K | $737.75K |
The AES Corporation
AES
Shares Held
69K
Value
$984.46K
Lloyds Banking Group plc
LYG
Shares Held
62K
Value
$328.31K
MetroCity Bankshares, Inc.
MCBS
Shares Held
60K
Value
$1.58M
The Coca-Cola Company
KO
Shares Held
31K
Value
$2.19M
The Charles Schwab Corporation
SCHW
Shares Held
26K
Value
$2.64M
The Southern Company
SO
Shares Held
24K
Value
$2.10M
Chevron Corporation
CVX
Shares Held
22K
Value
$3.31M
Amazon.com, Inc.
AMZN
Shares Held
22K
Value
$5.00M
Verizon Communications Inc.
VZ
Shares Held
21K
Value
$856.38K
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$6.09M
Apple Inc.
AAPL
Shares Held
18K
Value
$4.84M
Microsoft Corporation
MSFT
Shares Held
16K
Value
$7.72M
The Kraft Heinz Company
KHC
Shares Held
16K
Value
$385.63K
CarMax, Inc.
KMX
Shares Held
16K
Value
$602.32K
The Walt Disney Company
DIS
Shares Held
16K
Value
$1.77M
Ecovyst Inc.
ECVT
Shares Held
15K
Value
$145.95K
Comcast Corporation
CMCSA
Shares Held
15K
Value
$435.34K
Starbucks Corporation
SBUX
Shares Held
14K
Value
$1.22M
Pfizer Inc.
PFE
Shares Held
14K
Value
$339.22K
Bank of America Corporation
BAC
Shares Held
13K
Value
$737.75K