CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 1K | $91.08K |
 | CSX | 1K | $37.49K |
 | ABT | 1K | $150.53K |
 | IPX | 1K | $34.27K |
 | KEY | 1K | $17.93K |
 | AMT | 1K | $225.22K |
 | APO | 1K | $144.42K |
 | TSLA | 1K | $322.65K |
 | PCG | 1K | $14.01K |
 | STAG | 1K | $36.35K |
 | LEVI | 1K | $18.49K |
 | ZIM | 990 | $15.93K |
 | DE | 936 | $476.19K |
 | NKE | 904 | $64.23K |
 | NVS | 901 | $109.03K |
 | CPA | 880 | $96.77K |
 | MCD | 865 | $252.76K |
 | NMR | 865 | $5.69K |
 | ORCL | 858 | $187.59K |
 | ED | 853 | $85.58K |
Merck & Co., Inc.
MRK
Shares Held
1K
Value
$91.08K
CSX Corporation
CSX
Shares Held
1K
Value
$37.49K
Abbott Laboratories
ABT
Shares Held
1K
Value
$150.53K
IperionX Limited
IPX
Shares Held
1K
Value
$34.27K
KeyCorp
KEY
Shares Held
1K
Value
$17.93K
American Tower Corporation
AMT
Shares Held
1K
Value
$225.22K
Apollo Global Management, Inc.
APO
Shares Held
1K
Value
$144.42K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$322.65K
Pacific Gas & Electric Co.
PCG
Shares Held
1K
Value
$14.01K
STAG Industrial, Inc.
STAG
Shares Held
1K
Value
$36.35K
Levi Strauss & Co.
LEVI
Shares Held
1K
Value
$18.49K
ZIM Integrated Shipping Services Ltd.
ZIM
Shares Held
990
Value
$15.93K
Deere & Company
DE
Shares Held
936
Value
$476.19K
NIKE, Inc.
NKE
Shares Held
904
Value
$64.23K
Novartis AG
NVS
Shares Held
901
Value
$109.03K
Copa Holdings, S.A.
CPA
Shares Held
880
Value
$96.77K
McDonald's Corporation
MCD
Shares Held
865
Value
$252.76K
Nomura Holdings, Inc.
NMR
Shares Held
865
Value
$5.69K
Oracle Corporation
ORCL
Shares Held
858
Value
$187.59K
Consolidated Edison, Inc.
ED
Shares Held
853
Value
$85.58K