Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CAPE ANN SAVINGS BANK (CIK 936938) reported $199.0M across 119 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EFA ($21.9M, 10.99%), IJH ($17.9M, 8.98%), IAU ($11.6M, 5.84%), IVV ($10.0M, 5.03%), AAPL ($8.9M, 4.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES MSCI EAFE ETF | $21.9M | 10.99% | 225,137 | Added |
| 2 | IJH | ISHARES CORE S&P MID-CAP 400 ETF | $17.9M | 8.98% | 264,718 | Added |
| 3 | IAU | ISHARES GOLD TR | $11.6M | 5.84% | 131,805 | Trimmed |
| 4 | IVV | ISHARES S&P 500 | $10.0M | 5.03% | 15,329 | Added |
| 5 | AAPL | APPLE INC | $8.9M | 4.47% | 35,021 | Added |
| 6 | VGSH | VANGUARD SHORT TERM TREASURY ETF | $8.4M | 4.20% | 142,722 | Added |
| 7 | GOOGL | ALPHABET INC | $6.1M | 3.09% | 21,363 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $5.4M | 2.71% | 14,587 | Trimmed |
| 9 | IJR | ISHARES CORE S&P SMALL-CAP ETF | $5.3M | 2.66% | 42,547 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $4.5M | 2.27% | 18,501 | Trimmed |
| 11 | AMAT | APPLIED MATERIALS INC | $3.7M | 1.85% | 10,750 | Trimmed |
| 12 | AMZN | AMAZON.COM INC | $3.6M | 1.79% | 17,120 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $3.4M | 1.70% | 19,362 | Trimmed |
| 14 | XLK | SELECT SECTOR SPDR TR XLK | $2.8M | 1.40% | 21,030 | Trimmed |
| 15 | PG | PROCTER & GAMBLE CO | $2.7M | 1.36% | 18,715 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.34% | 9,042 | Added |
| 17 | CVX | CHEVRON CORP | $2.6M | 1.31% | 12,570 | Added |
| 18 | PEP | PEPSICO INC | $2.5M | 1.25% | 16,001 | Trimmed |
| 19 | RSP | INVESCO EXCHANGE TRADED FD TR | $2.4M | 1.20% | 12,475 | Hold |
| 20 | BLK | BLACKROCK INC | $2.1M | 1.04% | 2,151 | Added |
| 21 | GD | GENERAL DYNAMICS CORP | $1.9M | 0.94% | 5,439 | Trimmed |
| 22 | NEE | NEXTERA ENERGY INC | $1.9M | 0.93% | 19,946 | Added |
| 23 | V | VISA INC | $1.8M | 0.93% | 6,091 | Trimmed |
| 24 | WMT | WALMART INC | $1.8M | 0.93% | 14,878 | Trimmed |
| 25 | MS | MORGAN STANLEY | $1.8M | 0.91% | 11,010 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31