NORTHCAPE WEALTH MANAGEMENT, LLC: summary

NORTHCAPE WEALTH MANAGEMENT, LLC reported 143 positions with a reported value of $378.40M in its 13F for Q3 2026. Compared with Q2 2026: 8 new positions, 9 exited.

Top positions

• SPDR GOLD SHARES
• JANUS DETROIT STR TR
• ISHARES FLEXIBLE INCOME ACTIVE ETF
• ISHARES CORE MSCI EAFE ETF
• APPLE INC COM
• ISHARES MSCI INTL QUALITY FACTOR ETF
• Harbor Commodity All Weather S
• MICROSOFT CORP COM
• KINDER MORGAN INC DEL COM
• VANGUARD MORNINGSTAR MID-CAP ETF