NORTHCAPE WEALTH MANAGEMENT, LLC Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$328.0M

Holdings

137

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (137 positions)

StockValue
GQ9SPDR GOLD TR
$22.6M
JAAAJANUS DETROIT STR TR
$17.9M
LQDISHARES TR
$14.2M
AQLTISHARES TR
$12.9M
IQLTISHARES TR
$10.2M
KMIKINDER MORGAN INC DEL
$9.2M
MSFTMICROSOFT CORP
$9.0M
AAPLAPPLE INC
$8.4M
VOVANGUARD INDEX FDS
$7.1M
WMTWALMART INC
$6.7M
COSTCOSTCO WHSL CORP NEW
$6.3M
LLYELI LILLY & CO
$6.0M
JPMJPMORGAN CHASE & CO.
$5.6M
ABTABBOTT LABS
$5.6M
IBMINTERNATIONAL BUSINESS MACHS
$5.4M
VVISA INC
$5.0M
ETNEATON CORP PLC
$4.8M
GDGENERAL DYNAMICS CORP
$4.6M
PEPPEPSICO INC
$4.6M
EMREMERSON ELEC CO
$4.6M
RTXRTX CORPORATION
$4.3M
JNJJOHNSON & JOHNSON
$4.2M
XOMEXXON MOBIL CORP
$4.1M
CSCOCISCO SYS INC
$4.1M
HIIHUNTINGTON INGALLS INDS INC
$3.9M
CBCHUBB LIMITED
$3.6M
CLCOLGATE PALMOLIVE CO
$3.6M
NEENEXTERA ENERGY INC
$3.6M
ADIANALOG DEVICES INC
$3.5M
DEDEERE & CO
$3.5M
ANETARISTA NETWORKS INC
$3.5M
AMZNAMAZON COM INC
$3.5M
SYKSTRYKER CORPORATION
$3.4M
GOOGALPHABET INC
$3.2M
AVGOBROADCOM INC
$3.2M
ECLECOLAB INC
$3.1M
KOCOCA COLA CO
$3.1M
MCDMCDONALDS CORP
$2.9M
HDHOME DEPOT INC
$2.8M
UNHUNITEDHEALTH GROUP INC
$2.6M
HONHONEYWELL INTL INC
$2.5M
WWDWOODWARD INC
$2.5M
ROKROCKWELL AUTOMATION INC
$2.5M
AMTAMERICAN TOWER CORP NEW
$2.4M
TXNTEXAS INSTRS INC
$2.3M
APDAIR PRODS & CHEMS INC
$2.3M
ABBVABBVIE INC
$2.2M
QCOMQUALCOMM INC
$2.1M
BHPBHP GROUP LTD
$2.1M
MTBM & T BK CORP
$2.1M
DWDMORGAN STANLEY
$2.1M
ESEVERSOURCE ENERGY
$2.1M
STZCONSTELLATION BRANDS INC
$2.1M
AWCAMERICAN WTR WKS CO INC NEW
$2.0M
ADPAUTOMATIC DATA PROCESSING IN
$2.0M
ACNACCENTURE PLC IRELAND
$1.9M
MDTMEDTRONIC PLC
$1.8M
PGPROCTER AND GAMBLE CO
$1.8M
MDLZMONDELEZ INTL INC
$1.8M
AXPAMERICAN EXPRESS CO
$1.8M
DUKDUKE ENERGY CORP NEW
$1.8M
BDXBECTON DICKINSON & CO
$1.7M
VYMVANGUARD WHITEHALL FDS
$1.6M
SPLVINVESCO EXCH TRADED FD TR II
$1.4M
MAMASTERCARD INCORPORATED
$1.3M
COFCAPITAL ONE FINL CORP
$1.2M
HGERHARBOR ETF TRUST
$1.1M
IDV*ISHARES TR
$1.0M
NVSNNOVARTIS AG
$1.0M
CHDCHURCH & DWIGHT CO INC
$997K
SCHWSCHWAB CHARLES CORP
$971K
NVDANVIDIA CORPORATION
$968K
IAU*ISHARES GOLD TR
$963K
IGLDFIRST TR EXCHANGE-TRADED FD
$932K
GSGOLDMAN SACHS GROUP INC
$883K
BABOEING CO
$806K
ORCLORACLE CORP
$801K
NSCNORFOLK SOUTHN CORP
$793K
LMTLOCKHEED MARTIN CORP
$771K
AMGNAMGEN INC
$744K
JNPJUNIPER NETWORKS INC
$740K
SPYSPDR S&P 500 ETF TR
$735K
A4SAMERIPRISE FINL INC
$694K
BRK/BBERKSHIRE HATHAWAY INC DEL
$684K
DEMWISDOMTREE TR
$653K
INTCINTEL CORP
$647K
TRVTRAVELERS COMPANIES INC
$642K
PFEPFIZER INC
$638K
MRKMERCK & CO INC
$634K
FDXFEDEX CORP
$613K
BMYBRISTOL-MYERS SQUIBB CO
$609K
AEPAMERICAN ELEC PWR CO INC
$604K
METAMETA PLATFORMS INC
$582K
CVXCHEVRON CORP NEW
$576K
VTIVANGUARD INDEX FDS
$568K
VOOVANGUARD INDEX FDS
$562K
MOALTRIA GROUP INC
$562K
TAPMOLSON COORS BEVERAGE CO
$533K
LOWLOWES COS INC
$508K
VYMIVANGUARD WHITEHALL FDS
$484K
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