CAPE ANN SAVINGS BANK — 13F Holdings & Portfolio

CIK 936938 · latest 13F-HR filed 2026-04-27

CAPE ANN SAVINGS BANK manages $199.0M in 13F-reported U.S. long-equity assets across 121 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EFA (10.99%), IJH (8.98%), IAU (5.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 3, added to 29, and trimmed 39.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$199.0M

Long-equity book

Holdings

121

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+15 / −3 / ↑29 / ↓39

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES CORE S&P SMALL-CAP ETF$1.4M +37.4%
  • ISHARES CORE S&P MID-CAP 400 ETF$1.1M +6.8%
  • ISHARES MSCI EMERG MKT$950.5K +118.9%
  • CHEVRON CORP$878.1K +51.0%
  • JOHNSON & JOHNSON$639.2K +16.5%
Show all 29

Top Trims

  • MICROSOFT CORP-$1.7M -24.2%
  • ALPHABET INC-$895.9K -12.7%
  • AMAZON.COM INC-$457.4K -11.4%
  • VISA INC-$321.9K -14.9%
  • NVIDIA CORPORATION-$318.4K -8.6%
Show all 39

New Positions

  • VANGUARD INTL HI DIV YLD ETF$863.8K
  • EATON CORP PLC$574.1K
  • DBX XTRACK MSCI EAFE$390.5K
  • VANGUARD HIGH DIV YIELD ETF$342.4K
  • STATE STREET SPD S&P 500 ESG ETF$319.2K
Show all 15

Exited Positions

  • COPART INC$269.0K
  • QUALYS INC$223.9K
  • UNITEDHEALTH GROUP INC$221.2K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES MSCI EAFE ETF EFA 464287465 $21.9M 10.99% 225,137 SH
2 ISHARES CORE S&P MID-CAP 400 ETF IJH 464287507 $17.9M 8.98% 264,718 SH
3 ISHARES GOLD TR IAU 464285204 $11.6M 5.84% 131,805 SH
4 ISHARES S&P 500 IVV 464287200 $10.0M 5.03% 15,329 SH
5 APPLE INC AAPL 037833100 $8.9M 4.47% 35,021 SH
6 VANGUARD SHORT TERM TREASURY ETF VGSH 92206C102 $8.4M 4.20% 142,722 SH
7 ALPHABET INC GOOGL 02079K305 $6.1M 3.09% 21,363 SH
8 MICROSOFT CORP MSFT 594918104 $5.4M 2.71% 14,587 SH
9 ISHARES CORE S&P SMALL-CAP ETF IJR 464287804 $5.3M 2.66% 42,547 SH
10 JOHNSON & JOHNSON JNJ 478160104 $4.5M 2.27% 18,501 SH
11 APPLIED MATERIALS INC AMAT 038222105 $3.7M 1.85% 10,750 SH
12 AMAZON.COM INC AMZN 023135106 $3.6M 1.79% 17,120 SH
13 NVIDIA CORPORATION NVDA 67066G104 $3.4M 1.70% 19,362 SH
14 SELECT SECTOR SPDR TR XLK XLK 81369Y803 $2.8M 1.40% 21,030 SH
15 PROCTER & GAMBLE CO PG 742718109 $2.7M 1.36% 18,715 SH
16 JPMORGAN CHASE & CO JPM 46625H100 $2.7M 1.34% 9,042 SH
17 CHEVRON CORP CVX 166764100 $2.6M 1.31% 12,570 SH
18 PEPSICO INC PEP 713448108 $2.5M 1.25% 16,001 SH
19 INVESCO EXCHANGE TRADED FD TR RSP 46137V357 $2.4M 1.20% 12,475 SH
20 BLACKROCK INC BLK 09290D101 $2.1M 1.04% 2,151 SH
21 GENERAL DYNAMICS CORP GD 369550108 $1.9M 0.94% 5,439 SH
22 NEXTERA ENERGY INC NEE 65339F101 $1.9M 0.93% 19,946 SH
23 WALMART INC WMT 931142103 $1.8M 0.93% 14,878 SH
24 VISA INC V 92826C839 $1.8M 0.93% 6,091 SH
25 MORGAN STANLEY MS 617446448 $1.8M 0.91% 11,010 SH
26 RAYTHEON TECHNOLOGIES CORP RTX 75513E101 $1.8M 0.89% 9,185 SH
27 CUMMINS INC CMI 231021106 $1.8M 0.88% 3,262 SH
28 ISHARES MSCI EMERG MKT IEMG 46434G103 $1.8M 0.88% 25,090 SH
29 MARRIOTT INTL INC NEW MAR 571903202 $1.7M 0.88% 5,327 SH
30 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $1.7M 0.86% 2,644 SH
31 MCDONALD'S CORP MCD 580135101 $1.7M 0.84% 5,377 SH
32 BANK OF AMERICA CORP BAC 060505104 $1.6M 0.81% 33,088 SH
33 ALPHABET INC GOOG 02079K107 $1.5M 0.77% 5,373 SH
34 MERCK & CO INC MRK 58933Y105 $1.5M 0.77% 12,744 SH
35 BROADCOM INC AVGO 11135F101 $1.5M 0.76% 4,895 SH
36 AMERICAN ELEC PWR CO INC AEP 025537101 $1.5M 0.75% 11,315 SH
37 DEERE & CO DE 244199105 $1.4M 0.72% 2,538 SH
38 META PLATFORMS INC ORD META 30303M102 $1.4M 0.69% 2,417 SH
39 CADENCE DESIGN SYSTEMS INC CDNS 127387108 $1.3M 0.63% 4,523 SH
40 INTERCONTINENTAL EXCHANGE INC ICE 45866F104 $1.2M 0.61% 7,738 SH
41 SELECT SECTOR SPDR TR XLF 81369Y605 $1.2M 0.59% 23,909 SH
42 ISHARES RUSSELL 2000 ETF IWM 464287655 $1.2M 0.58% 4,667 SH
43 BERKSHIRE HATHAWAY BRK.B 084670702 $1.1M 0.58% 2,396 SH
44 INTERNATIONAL BUSINESS MACHINES IBM 459200101 $1.1M 0.55% 4,489 SH
45 MEDTRONIC PLC MDT G5960L103 $1.0M 0.52% 11,921 SH
46 INDUSTRIAL SELECT SECTOR SPDR XLI 81369Y704 $975.1K 0.49% 6,029 SH
47 VANGUARD FTSE ALL-WORLD EX-US ETF VEU 922042775 $907.2K 0.46% 12,080 SH
48 ORACLE CORP ORCL 68389X105 $877.8K 0.44% 5,967 SH
49 VANGUARD INTL HI DIV YLD ETF VYMI 921946794 $863.8K 0.43% 9,166 SH
50 STRYKER CORP SYK 863667101 $814.9K 0.41% 2,480 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $199.0M 121 0000936938-26-000002
2025-12-31 2026-01-28 $194.9M 109 0000936938-26-000001