CAPE ANN SAVINGS BANK
CAPE ANN SAVINGS BANK reported 113 positions worth $212.4M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: EFA (11.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EFA | SH | $23.4M | 11.03% | 225,487 | — | — | |
| ▸ 2 | IJH | SH | $20.3M | 9.57% | 263,505 | — | — | |
| ▸ 3 | IVV | SH | $11.4M | 5.36% | 15,192 | — | — | |
| ▸ 4 | AAPL | SH | $9.9M | 4.68% | 34,340 | — | — | |
| ▸ 5 | IAU | SH | $9.3M | 4.37% | 122,905 | — | — | |
| ▸ 6 | VGSH | SH | $8.3M | 3.89% | 141,922 | — | — | |
| ▸ 7 | GOOGL | SH | $7.4M | 3.48% | 20,703 | — | — | |
| ▸ 8 | IJR | SH | $5.9M | 2.80% | 40,069 | — | — | |
| ▸ 9 | MSFT | SH | $5.3M | 2.47% | 14,077 | — | — | |
| ▸ 10 | JNJ | SH | $4.7M | 2.22% | 18,594 | — | — |
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Frequently Asked Questions
What stocks does CAPE ANN SAVINGS BANK hold as of Q2 2026?
CAPE ANN SAVINGS BANK reported 113 positions worth $212.4M in its Q2 2026 13F filing. Largest positions: EFA (11.0%), IJH (9.6%), IVV (5.4%), AAPL (4.7%) and IAU (4.4%).
What did CAPE ANN SAVINGS BANK buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CAPE ANN SAVINGS BANK sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.