CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MCBS | 60K | $1.70M |
 | LYG | 57K | $243.15K |
 | KO | 31K | $2.20M |
 | SCHW | 26K | $2.38M |
 | SO | 24K | $2.21M |
 | CVX | 20K | $2.91M |
 | VZ | 20K | $877.80K |
 | AAPL | 20K | $4.02M |
 | AMZN | 20K | $4.29M |
 | GOOGL | 19K | $3.41M |
 | KMX | 16K | $1.06M |
 | DIS | 15K | $1.83M |
 | MSFT | 15K | $7.31M |
 | SBUX | 15K | $1.33M |
 | CION | 14K | $134.41K |
 | PFE | 13K | $321.59K |
 | BAC | 13K | $616.97K |
 | CMCSA | 12K | $438.11K |
 | T | 12K | $347.53K |
 | NVDA | 12K | $1.90M |
MetroCity Bankshares, Inc.
MCBS
Shares Held
60K
Value
$1.70M
Lloyds Banking Group plc
LYG
Shares Held
57K
Value
$243.15K
The Coca-Cola Company
KO
Shares Held
31K
Value
$2.20M
The Charles Schwab Corporation
SCHW
Shares Held
26K
Value
$2.38M
The Southern Company
SO
Shares Held
24K
Value
$2.21M
Chevron Corporation
CVX
Shares Held
20K
Value
$2.91M
Verizon Communications Inc.
VZ
Shares Held
20K
Value
$877.80K
Apple Inc.
AAPL
Shares Held
20K
Value
$4.02M
Amazon.com, Inc.
AMZN
Shares Held
20K
Value
$4.29M
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$3.41M
CarMax, Inc.
KMX
Shares Held
16K
Value
$1.06M
The Walt Disney Company
DIS
Shares Held
15K
Value
$1.83M
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.31M
Starbucks Corporation
SBUX
Shares Held
15K
Value
$1.33M
CION Investment Corporation
CION
Shares Held
14K
Value
$134.41K
Pfizer Inc.
PFE
Shares Held
13K
Value
$321.59K
Bank of America Corporation
BAC
Shares Held
13K
Value
$616.97K
Comcast Corporation
CMCSA
Shares Held
12K
Value
$438.11K
AT&T Inc.
T
Shares Held
12K
Value
$347.53K
NVIDIA Corporation
NVDA
Shares Held
12K
Value
$1.90M