CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BDX | 2K | $348.12K |
 | UPS | 2K | $203.21K |
 | WMG | 2K | $54.53K |
 | ECL | 2K | $538.61K |
 | SPCE | 2K | $5.39K |
 | ET | 2K | $34.57K |
 | MFC | 2K | $59.32K |
 | CCL | 2K | $51.12K |
 | MFIC | 2K | $22.51K |
 | ES | 2K | $113.24K |
 | SNY | 2K | $84.11K |
 | FIS | 2K | $140.91K |
 | YUMC | 2K | $76.81K |
 | HAL | 2K | $34.73K |
 | UNH | 2K | $516.02K |
 | BRK-B | 2K | $792.29K |
 | WEC | 2K | $169.12K |
 | TEF | 2K | $8.26K |
 | LRCX | 2K | $151.81K |
 | ATI | 2K | $131.06K |
Becton, Dickinson and Company
BDX
Shares Held
2K
Value
$348.12K
United Parcel Service, Inc.
UPS
Shares Held
2K
Value
$203.21K
Warner Music Group Corp.
WMG
Shares Held
2K
Value
$54.53K
Ecolab Inc.
ECL
Shares Held
2K
Value
$538.61K
Virgin Galactic Holdings, Inc.
SPCE
Shares Held
2K
Value
$5.39K
Energy Transfer LP
ET
Shares Held
2K
Value
$34.57K
Manulife Financial Corporation
MFC
Shares Held
2K
Value
$59.32K
Carnival Corporation & plc
CCL
Shares Held
2K
Value
$51.12K
MidCap Financial Investment Corporation
MFIC
Shares Held
2K
Value
$22.51K
Eversource Energy
ES
Shares Held
2K
Value
$113.24K
Sanofi
SNY
Shares Held
2K
Value
$84.11K
Fidelity National Information Services, Inc.
FIS
Shares Held
2K
Value
$140.91K
Yum China Holdings, Inc.
YUMC
Shares Held
2K
Value
$76.81K
Halliburton Company
HAL
Shares Held
2K
Value
$34.73K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$516.02K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$792.29K
WEC Energy Group, Inc.
WEC
Shares Held
2K
Value
$169.12K
Telefónica, S.A.
TEF
Shares Held
2K
Value
$8.26K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$151.81K
ATI Inc.
ATI
Shares Held
2K
Value
$131.06K