CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RF | 12K | $278.12K |
 | MO | 11K | $637.40K |
 | IQV | 11K | $1.69M |
 | TSM | 11K | $2.41M |
 | GOOG | 10K | $1.83M |
 | ENB | 10K | $456.06K |
 | DEO | 10K | $970.81K |
 | AES | 10K | $100.28K |
 | DUK | 8K | $940.17K |
 | WFC | 8K | $630.06K |
 | SILA | 8K | $182.08K |
 | ABNB | 8K | $1.01M |
 | AGNC | 7K | $68.86K |
 | GSK | 7K | $270.68K |
 | AMAT | 7K | $1.29M |
 | SNDX | 6K | $60.19K |
 | O | 6K | $368.23K |
 | XOM | 6K | $635.21K |
 | QCOM | 6K | $931.31K |
 | TFC | 6K | $249.80K |
Regions Financial Corporation
RF
Shares Held
12K
Value
$278.12K
Altria Group, Inc.
MO
Shares Held
11K
Value
$637.40K
IQVIA Holdings Inc.
IQV
Shares Held
11K
Value
$1.69M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
11K
Value
$2.41M
Alphabet Inc.
GOOG
Shares Held
10K
Value
$1.83M
Enbridge Inc.
ENB
Shares Held
10K
Value
$456.06K
Diageo plc
DEO
Shares Held
10K
Value
$970.81K
The AES Corporation
AES
Shares Held
10K
Value
$100.28K
Duke Energy Corporation
DUK
Shares Held
8K
Value
$940.17K
Wells Fargo & Company
WFC
Shares Held
8K
Value
$630.06K
Sila Realty Trust, Inc.
SILA
Shares Held
8K
Value
$182.08K
Airbnb, Inc.
ABNB
Shares Held
8K
Value
$1.01M
AGNC Investment Corp.
AGNC
Shares Held
7K
Value
$68.86K
GSK plc
GSK
Shares Held
7K
Value
$270.68K
Applied Materials, Inc.
AMAT
Shares Held
7K
Value
$1.29M
Syndax Pharmaceuticals, Inc.
SNDX
Shares Held
6K
Value
$60.19K
Realty Income Corporation
O
Shares Held
6K
Value
$368.23K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$635.21K
QUALCOMM Incorporated
QCOM
Shares Held
6K
Value
$931.31K
Truist Financial Corporation
TFC
Shares Held
6K
Value
$249.80K