Cape Investment Advisory, Inc. Portfolio Holdings
Cape Investment Advisory, Inc.
- $102 Billion
- Q3 2025
Cape Investment Advisory, Inc. has filed its 13F form on December 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 1199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $4.36B, Alphabet Inc. with a value of $3.57B, Amazon Com Inc with a value of $3.28B, Meta Platforms, Inc. with a value of $2.8B, and Taiwan Semiconductor Manufacturing CO LTD with a value of $2.67B.
Examining the 13F form we can see an decrease of $172B in the current position value, from $274B to 102B. Also it can be appreciated an additional of 61 stocks purchases and 2 closed positions.
Cape Investment Advisory, Inc. is based out at Mcdonough, GA
Below you can find more details about Cape Investment Advisory, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 1,199
- Current Value $102 Billion
- Prior Value $274 Billion
- Filing
- Period Q3 2025
- Filing Date December 29, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 61 stocks
- Additional Purchases 205 stocks
- Sold out of 2 stocks
- Reduced holdings in 374 stocks