CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NGG | 6K | $426.60K |
 | FI | 6K | $968.25K |
 | LCID | 6K | $11.62K |
 | MDXG | 6K | $33.60K |
 | WBD | 5K | $57.86K |
 | V | 5K | $1.79M |
 | MU | 5K | $581.16K |
 | META | 5K | $3.46M |
 | NEE | 4K | $306.47K |
 | BP | 4K | $131.33K |
 | NVT | 4K | $313.12K |
 | ABEV | 4K | $10.21K |
 | CSCO | 4K | $291.66K |
 | SONY | 4K | $105.94K |
 | HBI | 4K | $18.26K |
 | ETR | 4K | $329.99K |
 | ELV | 4K | $1.54M |
 | IBM | 4K | $1.16M |
 | CHKP | 4K | $859.34K |
 | IP | 4K | $178.94K |
National Grid plc
NGG
Shares Held
6K
Value
$426.60K
Fiserv, Inc.
FI
Shares Held
6K
Value
$968.25K
Lucid Group, Inc.
LCID
Shares Held
6K
Value
$11.62K
MiMedx Group, Inc.
MDXG
Shares Held
6K
Value
$33.60K
Warner Bros. Discovery, Inc.
WBD
Shares Held
5K
Value
$57.86K
Visa Inc.
V
Shares Held
5K
Value
$1.79M
Micron Technology, Inc.
MU
Shares Held
5K
Value
$581.16K
Meta Platforms, Inc.
META
Shares Held
5K
Value
$3.46M
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$306.47K
BP p.l.c.
BP
Shares Held
4K
Value
$131.33K
nVent Electric plc
NVT
Shares Held
4K
Value
$313.12K
Ambev S.A.
ABEV
Shares Held
4K
Value
$10.21K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$291.66K
Sony Group Corporation
SONY
Shares Held
4K
Value
$105.94K
Hanesbrands Inc.
HBI
Shares Held
4K
Value
$18.26K
Entergy Corporation
ETR
Shares Held
4K
Value
$329.99K
Elevance Health Inc.
ELV
Shares Held
4K
Value
$1.54M
International Business Machines Corporation
IBM
Shares Held
4K
Value
$1.16M
Check Point Software Technologies Ltd.
CHKP
Shares Held
4K
Value
$859.34K
International Paper Company
IP
Shares Held
4K
Value
$178.94K