CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRM | 4K | $1.04M |
 | PAGP | 4K | $73.06K |
 | F | 4K | $40.69K |
 | PM | 4K | $679.04K |
 | APD | 4K | $1.02M |
 | MDT | 4K | $314.25K |
 | BBDC | 4K | $32.23K |
 | DTIL | 4K | $14.70K |
 | JPM | 3K | $979.56K |
 | ADSK | 3K | $1.04M |
 | OMC | 3K | $239.63K |
 | CMG | 3K | $186.92K |
 | PG | 3K | $503.07K |
 | INTC | 3K | $69.48K |
 | GEVO | 3K | $4.05K |
 | UL | 3K | $185.60K |
 | BBAI | 3K | $20.37K |
 | ADTN | 3K | $26.91K |
United Bankshares, Inc. | UBSI | 3K | $107.47K |
 | ADBE | 3K | $1.11M |
Salesforce, Inc.
CRM
Shares Held
4K
Value
$1.04M
Plains GP Holdings, L.P.
PAGP
Shares Held
4K
Value
$73.06K
Ford Motor Company
F
Shares Held
4K
Value
$40.69K
Philip Morris International Inc.
PM
Shares Held
4K
Value
$679.04K
Air Products and Chemicals, Inc.
APD
Shares Held
4K
Value
$1.02M
Medtronic plc
MDT
Shares Held
4K
Value
$314.25K
Barings BDC, Inc.
BBDC
Shares Held
4K
Value
$32.23K
Precision BioSciences, Inc.
DTIL
Shares Held
4K
Value
$14.70K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$979.56K
Autodesk, Inc.
ADSK
Shares Held
3K
Value
$1.04M
Omnicom Group Inc.
OMC
Shares Held
3K
Value
$239.63K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
3K
Value
$186.92K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$503.07K
Intel Corporation
INTC
Shares Held
3K
Value
$69.48K
Gevo, Inc.
GEVO
Shares Held
3K
Value
$4.05K
Unilever PLC
UL
Shares Held
3K
Value
$185.60K
BigBear.ai Holdings, Inc.
BBAI
Shares Held
3K
Value
$20.37K
ADTRAN Holdings, Inc.
ADTN
Shares Held
3K
Value
$26.91K
United Bankshares, Inc.
UBSI
Shares Held
3K
Value
$107.47K
Adobe Inc.
ADBE
Shares Held
3K
Value
$1.11M