Stock Taper 
CAPE INVESTMENT ADVISORY, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Barings BDC, Inc. | BBDC | 3.93K | $33.45K |
 Elevance Health Inc. | ELV | 3.96K | $1.53M |
 Sony Group Corporation | SONY | 4.05K | $81.26K |
 nVent Electric plc | NVT | 4.09K | $693.56K |
 Salesforce, Inc. | CRM | 4.2K | $657.35K |
 JPMorgan Chase & Co. | JPM | 4.31K | $1.41M |
 Arthur J. Gallagher & Co. | AJG | 4.31K | $989.68K |
 AGNC Investment Corp. | AGNC | 4.32K | $47.06K |
 Global Net Lease, Inc. | GNL | 4.35K | $38.88K |
 NextEra Energy, Inc. | NEE | 4.69K | $411.74K |
 Walmart Inc. | WMT | 4.91K | $555.51K |
 Blackstone Inc. | BX | 4.91K | $577.63K |
 Medtronic plc | MDT | 5.07K | $396.94K |
 Fidelity National Information Services, Inc. | FIS | 5.16K | $200.44K |
 Realty Income Corporation | O | 5.24K | $324.67K |
 Check Point Software Technologies Ltd. | CHKP | 5.5K | $722.73K |
 MiMedx Group, Inc. | MDXG | 5.5K | $21.18K |
 Meta Platforms, Inc. | META | 5.58K | $3.15M |
 Visa Inc. | V | 5.79K | $1.99M |
 Baxter International Inc. | BAX | 5.91K | $125.98K |