Fund Holdings — Cape Investment Advisory, Inc.

Total Portfolio Value
$101.66M
Total Bought
$7.50M
Total Sold
$180.16M
Net Transaction
-$172.65M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
▲▼
Change
▲▼
MASCO CORP(MAS)11811,929+11,81188400.83%+832
ISHARES TR2,8073,325+5181,7432,2252.19%+482
BLACKROCK ETF TRUST
ISHARES US EQUIT
10,69915,093+4,3945838940.88%+311
ISHARES TR5591,382+8231704600.45%+290
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,6579,577-1,0802,4142,6752.63%+261
SPDR SERIES TRUST
ST STR PR SP1500
6,2688,203+1,9354696620.65%+192
APPLIED MATLS INC7,0427,209+1671,2891,4761.45%+187
ISHARES TR
CORE UNIVRSL USD
21,06424,792+3,7289741,1581.14%+184
BLACKROCK ETF TRUST
ISHA I IN TE ETF
2,1656,995+4,830622390.24%+176
HEALTHPEAK PROPERTIES INC(DOC)09,019+9,01901730.17%+173
ISHARES INC
CORE MSCI EMKT
5,1827,333+2,1513114830.48%+172
ALPHABET INC(GOOG)19,35214,703-4,6493,4103,5743.52%+164
SCHWAB CHARLES CORP(SCHW)26,04326,546+5032,3762,5342.49%+158
ISHARES TR2,3323,724+1,3922373840.38%+147
IQVIA HLDGS INC(IQV)10,7109,653-1,0571,6881,8331.80%+146
ISHARES TR0562+56201180.12%+118
ISHARES TR4,4444,954+5104895980.59%+109
ISHARES TR2,2332,552+3194365270.52%+91
INVESCO EXCH TRADED FD TR II2004,100+3,9008980.10%+90
ISHARES TR
MSCI USA QLT FCT
2,5172,816+2994605480.54%+88
BECTON DICKINSON & CO(BDX)2,0212,286+2653484280.42%+80
ISHARES TR3,6423,878+2364094880.48%+79
MASTERCARD INCORPORATED(MA)2,7592,862+1031,5501,6281.60%+78
QUALCOMM INC(QCOM)5,8486,047+1999311,0060.99%+75
BLACKROCK ETF TRUST
ISHA US THEM ETF
4,7526,420+1,6681692430.24%+74
VANGUARD INDEX FDS2,0802,220+1404935640.56%+71
SCHWAB STRATEGIC TR33,045+3,0420710.07%+71
ISHARES TR
CORE INTL AGGR
3,0404,402+1,3621552250.22%+70
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
9,0399,313+2746066750.66%+69
OMNICOM GROUP INC(OMC)3,3313,765+4342403070.30%+67
FIDELITY NATL INFORMATION SV(FIS)1,7313,146+1,4151412070.20%+67
COOPER COS INC(COO)0956+9560660.06%+66
CENCORA INC2,6322,732+1007898540.84%+65
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
5032,629+2,12614730.07%+59
FIDELITY COVINGTON TRUST4,4325,150+7181972550.25%+58
ISHARES TR1,9282,456+5281912460.24%+55
WELLS FARGO CO NEW(WFC)7,8648,171+3076306850.67%+55
VANGUARD BD INDEX FDS10,34310,963+6207628150.80%+54
ENBRIDGE INC(ENB)10,06310,059-44565080.50%+52
VANGUARD INDEX FDS1,4161,525+1093964480.44%+51
ENTERGY CORP NEW(ETR)3,9704,086+1163303810.37%+51
AUTODESK INC3,3753,439+641,0451,0921.07%+48
FIDELITY COVINGTON TRUST1,9931,981-123934400.43%+47
ISHARES TR3,8673,858-94174630.46%+46
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
7801,005+2251111560.15%+46
ISHARES TR6,9737,177+2044434870.48%+44
VANGUARD MALVERN FDS2,7253,226+5012112530.25%+42
ISHARES TR3781,148+77019590.06%+40
SYNDAX PHARMACEUTICALS INC(SNDX)6,4276,441+1460990.10%+39
ISHARES TR
MSCI USA MMENTM
651759+1081561950.19%+38
CAPITAL GROUP INTERNATIONAL
SHS
5001,704+1,20415520.05%+38
MEDTRONIC PLC(MDT)3,6053,667+623143490.34%+35
ISHARES TR
0-5 YR TIPS ETF
9041,236+332931280.13%+35
HUNTINGTON INGALLS INDS INC(HII)643656+131551890.19%+34
GLOBAL X FDS
ARTIFICIAL ETF
0672+6720330.03%+33
GENUINE PARTS CO(GPC)1,4561,507+511772090.21%+32
GSK PLC(GSK)7,0496,999-502713020.30%+31
LEIDOS HOLDINGS INC(LDOS)0165+1650310.03%+31
VEEVA SYS INC(VEEV)2,2722,301+296546850.67%+31
ISHARES TR3,1483,427+2792963260.32%+31
ISHARES TR
CONV BD ETF
353611+25832610.06%+29
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
8961,210+31461890.09%+28
ALLEGION PLC(ALLE)711726+151021290.13%+26
WEC ENERGY GROUP INC(WEC)1,6231,700+771691950.19%+26
LLOYDS BANKING GROUP PLC(LYG)57,21158,990+1,7792432680.26%+25
ISHARES TR200540+3408320.03%+24
LISTED FDS TR
HORI KI ENER ETF
4,1024,576+4741251470.14%+22
SPDR INDEX SHS FDS
ST STR MSCI GLB
3,6463,634-122522720.27%+21
ISHARES INC697861+164831030.10%+21
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
3,2653,672+4071621820.18%+20
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
1,4961,877+38176950.09%+19
SS&C TECHNOLOGIES HLDGS INC(SSNC)1200+1990180.02%+18
ALNYLAM PHARMACEUTICALS INC(ALNY)100108+833490.05%+17
EVERSOURCE ENERGY(ES)1,7801,821+411131300.13%+16
FIRST CTZNS BANCSHARES INC D(FCNCA)08+80140.01%+14
SPDR SERIES TRUST
ST STR SP TELCO
1,7751,590-1852082220.22%+14
GENERAL DYNAMICS CORP(GD)327321-6951090.11%+14
WARNER MUSIC GROUP CORP(WMG)2,0022,007+555680.07%+14
ASTRAZENECA PLC(AZN)122282+1609220.02%+13
KLA CORP(KLAC)5356+347600.06%+13
INTERCONTINENTAL EXCHANGE IN(ICE)33109+766180.02%+12
ISHARES GOLD TR(IAU)2,9222,666-2561821940.19%+12
SCHWAB STRATEGIC TR1,9442,356+41252630.06%+12
WELLTOWER INC(WELL)422429+765760.08%+12
SPDR SERIES TRUST
ST BLOO HIGH ETF
0117+1170110.01%+11
BAXTER INTL INC46560+5141130.01%+11
CARDINAL HEALTH INC(CAH)131211+8022330.03%+11
LYONDELLBASELL INDUSTRIES N
SHS - A -
0222+2220110.01%+11
CHUBB LIMITED
COM
1756+395160.02%+11
UBS GROUP AG(UBS)559724+16519300.03%+11
ASML HOLDING N V
N Y REGISTRY SHS
2431+719300.03%+11
ELECTRONIC ARTS INC053+530110.01%+11
ISHARES TR
CORE MSCI INTL
1,1471,221+7487980.10%+11
SHOPIFY INC(SHOP)231251+2027370.04%+11
SYSCO CORP(SYY)2,1882,142-461661760.17%+11
BIO RAD LABS INC143161+1835450.04%+11
SEI EXCHANGE TRADED FUNDS
QIM US LARGE VOL
1,0501,362+31233440.04%+11
HEWLETT PACKARD ENTERPRISE C(HPE)235626+3915150.02%+11
BLACKROCK ETF TRUST II249458+20912230.02%+10
SCHLUMBERGER LTD(SLB)0297+2970100.01%+10
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Cape Investment Advisory, Inc. — 13F Holdings — Q3 2025 | TickerTrail