CAPE ANN SAVINGS BANK: 13F holdings
CIK 9369382026Q2
| Positions | 113 |
|---|
| Reported value | $212.4m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 113 (-8 vs prior quarter) |
|---|
| Reported value | $212.4m (+6.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EFA ISHARES MSCI EAFE ETF | 225,487 | $23.4m | 11.0% |
| IJH ISHARES CORE S&P MID-CAP 400 ETF | 263,505 | $20.3m | 9.6% |
| IVV ISHARES S&P 500 | 15,192 | $11.4m | 5.4% |
| AAPL APPLE INC | 34,340 | $9.9m | 4.7% |
| IAU ISHARES GOLD TR | 122,905 | $9.3m | 4.4% |
| VGSH VANGUARD SHORT TERM TREASURY ETF | 141,922 | $8.3m | 3.9% |
| GOOGL ALPHABET INC | 20,703 | $7.4m | 3.5% |
| IJR ISHARES CORE S&P SMALL-CAP ETF | 40,069 | $5.9m | 2.8% |
| MSFT MICROSOFT CORP | 14,077 | $5.3m | 2.5% |
| JNJ JOHNSON & JOHNSON | 18,594 | $4.7m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="936938")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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