CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AJG | 8 | $2.56K |
 | REGN | 8 | $4.20K |
 | TEL | 8 | $1.35K |
 | SHW | 8 | $2.75K |
 | MMC | 7 | $1.53K |
 | ROP | 7 | $3.97K |
 | MP | 7 | $233 |
 | PJT | 7 | $1.16K |
 | PGR | 7 | $1.87K |
 | URI | 7 | $5.27K |
 | AVB | 6 | $1.22K |
 | DLR | 6 | $1.05K |
 | NOC | 6 | $3.00K |
 | TTD | 6 | $432 |
 | TTWO | 6 | $1.46K |
 | DELL | 5 | $613 |
 | L | 5 | $464 |
 | CTAS | 5 | $1.11K |
 | WEX | 5 | $734 |
 | ROK | 5 | $1.66K |
Arthur J. Gallagher & Co.
AJG
Shares Held
8
Value
$2.56K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
8
Value
$4.20K
TE Connectivity Ltd.
TEL
Shares Held
8
Value
$1.35K
The Sherwin-Williams Company
SHW
Shares Held
8
Value
$2.75K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
7
Value
$1.53K
Roper Technologies, Inc.
ROP
Shares Held
7
Value
$3.97K
MP Materials Corp.
MP
Shares Held
7
Value
$233
PJT Partners Inc.
PJT
Shares Held
7
Value
$1.16K
The Progressive Corporation
PGR
Shares Held
7
Value
$1.87K
United Rentals, Inc.
URI
Shares Held
7
Value
$5.27K
AvalonBay Communities, Inc.
AVB
Shares Held
6
Value
$1.22K
Digital Realty Trust, Inc.
DLR
Shares Held
6
Value
$1.05K
Northrop Grumman Corporation
NOC
Shares Held
6
Value
$3.00K
The Trade Desk, Inc.
TTD
Shares Held
6
Value
$432
Take-Two Interactive Software, Inc.
TTWO
Shares Held
6
Value
$1.46K
Dell Technologies Inc.
DELL
Shares Held
5
Value
$613
Loews Corporation
L
Shares Held
5
Value
$464
Cintas Corporation
CTAS
Shares Held
5
Value
$1.11K
WEX Inc.
WEX
Shares Held
5
Value
$734
Rockwell Automation, Inc.
ROK
Shares Held
5
Value
$1.66K