Cape Investment Advisory, Inc. Purchases in Q3 2025

Cape Investment Advisory, Inc.

  • $102 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
21
+ 2100.0%
$151.51 - $170.75 $3.18K - $3.59K
22 $3.76M
EOG
Eog Resources Inc

Energy
33
+ 235.71%
$112.12 - $126.1 $3.7K - $4.16K
47 $5.27M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
146
+ 25.13%
$20.34 - $21.61 $2.97K - $3.16K
727 $15.7M
FIX
Comfort Systems Usa Inc

Industrials
4
New
$521.66 - $825.18 $2.09K - $3.3K
4 $3.3M
CCK
Crown Holdings Inc

Consumer Cyclical
34
New
$92.19 - $108.12 $3.13K - $3.68K
34 $3.28M
STE
Steris PLC

Healthcare
13
New
$221.21 - $252.43 $2.88K - $3.28K
13 $3.22M
SHW
Sherwin Williams CO

Basic Materials
9
+ 112.5%
$330.88 - $375.23 $2.98K - $3.38K
17 $5.89M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
58
New
N/A
58 $3.1M
EWBC
East West Bancorp Inc

Financial Services
29
New
$97.41 - $109.7 $2.82K - $3.18K
29 $3.09M
TCOM
Trip.Com Group LTD

Consumer Cyclical
31
+ 68.89%
$58.74 - $78.52 $1.82K - $2.43K
76 $5.72M
LEA
Lear Corp

Consumer Cyclical
30
New
$92.93 - $112.75 $2.79K - $3.38K
30 $3.02M
FMX
Mexican Economic Development Inc

Consumer Defensive
35
+ 29.91%
$83.67 - $106.19 $2.93K - $3.72K
152 $15M
PCAR
Paccar Inc

Industrials
29
+ 290.0%
$92.91 - $102.86 $2.69K - $2.98K
39 $3.84M
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 3.16%
$276.51 - $305.12 $830 - $915
98 $29.2M
GIS
General Mills Inc

Consumer Defensive
92
+ 7.09%
$48.44 - $53.83 $4.46K - $4.95K
1.39K $70.1M
Siriusxm Holdings Inc
120
+ 600.0%
N/A
140 $3.26M
CTVA
Corteva, Inc.

Basic Materials
41
+ 256.25%
$67.08 - $77.12 $2.75K - $3.16K
57 $3.86M
NMR
Nomura Holdings Inc

Financial Services
278
+ 32.14%
$6.28 - $7.56 $1.75K - $2.1K
1.14K $8.31M
RNA
Avidity Biosciences, Inc.

Healthcare
40
+ 72.73%
$28.46 - $50.36 $1.14K - $2.01K
95 $4.14M
NVO
Novo Nordisk A S

Healthcare
69
+ 73.4%
$45.38 - $71.7 $3.13K - $4.95K
163 $9.05M
RSG
Republic Services, Inc.

Industrials
11
+ 1100.0%
$225.33 - $246.01 $2.48K - $2.71K
12 $2.75M
RYAAY
Ryanair Holdings PLC

Industrials
39
+ 72.22%
$55.19 - $66.72 $2.15K - $2.6K
93 $5.6M
SU
Suncor Energy Inc

Energy
46
+ 35.66%
$37.83 - $43.02 $1.74K - $1.98K
175 $7.32M
NOC
Northrop Grumman Corp

Industrials
3
+ 50.0%
$498.9 - $609.32 $1.5K - $1.83K
9 $5.48M
America Movil Sab De Cv
98
+ 71.01%
N/A
236 $4.96M
CNHI
Cnh Industrial N.V.

Industrials
228
New
N/A
228 $2.47M
NTR
Nutrien Ltd.

Basic Materials
41
+ 35.04%
$55.69 - $62.11 $2.28K - $2.55K
158 $9.28M
SJNK
Spdr Bloomberg Short Term High

ETFs
96
New
$25.28 - $25.63 $2.43K - $2.46K
96 $2.46M
D
Dominion Energy, Inc

Utilities
7
+ 1.67%
$56.32 - $62.1 $394 - $435
425 $26M
EXPD
Expeditors International Of Washington Inc

Industrials
16
+ 34.04%
$111.37 - $124.95 $1.78K - $2K
63 $7.72M
ABEV
Ambev S.A.

Consumer Defensive
1.39K
+ 32.68%
$2.15 - $2.49 $2.98K - $3.45K
5.62K $12.5M
IBN
Icici Bank LTD

Financial Services
90
+ 70.87%
$30.23 - $34.41 $2.72K - $3.1K
217 $6.56M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
27
+ 2700.0%
$71.86 - $87.45 $1.94K - $2.36K
28 $2.33M
AME
Ametek Inc

Industrials
12
New
$176.44 - $192.03 $2.12K - $2.3K
12 $2.26M
RS
Reliance Steel & Aluminum CO

Basic Materials
8
New
$277.33 - $343.66 $2.22K - $2.75K
8 $2.25M
MNST
Monster Beverage Corp

Consumer Defensive
33
New
$58.65 - $67.31 $1.94K - $2.22K
33 $2.22M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
111
+ 33.84%
$23.52 - $28.77 $2.61K - $3.19K
439 $11.6M
CVE
Cenovus Energy Inc.

Energy
99
+ 67.81%
$13.87 - $17.81 $1.37K - $1.76K
245 $4.16M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
17
New
$122.0 - $138.74 $2.07K - $2.36K
17 $2.16M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.43%
$79.39 - $90.39 $79.4 - $90.4
232 $20.6M
XEL
Xcel Energy Inc

Utilities
24
+ 171.43%
$67.56 - $80.65 $1.62K - $1.94K
38 $3.07M
Flutter Entmt PLC
10
+ 66.67%
N/A
25 $6.35M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
24
+ 16.9%
$61.56 - $66.95 $1.48K - $1.61K
166 $11.1M
IR
Ingersoll Rand Inc.

Industrials
26
+ 9.96%
$74.98 - $89.02 $1.95K - $2.31K
287 $23.7M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
21
New
$93.1 - $110.49 $1.96K - $2.32K
21 $1.96M
ELS
Equity Lifestyle Properties Inc

Real Estate
32
New
$58.43 - $62.12 $1.87K - $1.99K
32 $1.94M
PIPR
Piper Sandler Companies

Financial Services
5
New
$284.8 - $369.4 $1.42K - $1.85K
5 $1.74M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
30
+ 5.35%
$79.9 - $92.0 $2.4K - $2.76K
591 $47.2M
GHC
Graham Holdings CO

Consumer Defensive
1
+ 50.0%
$882.65 - $1184.8 $883 - $1.18K
3 $3.53M
Activity Summary
Buys All Purchases 266 New Holdings 61 Increased Positions 205 Sells All Sells 376 Reductions 374 Sold out 2 Options Calls 0 Puts 0
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