CAPE COD FIVE CENTS SAVINGS BANK

CIK: 0001054646SEC EDGAR →

Portfolio Value

$1.1B

Holdings

189

As of

Q4 2025

New Positions

0

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

164,213$94.7M
8.67%
2

ISHARES TR

1,033,266$64.4M
5.90%
3

VANGUARD SCOTTSDALE FDS

718,432$60.2M
5.51%
4

ISHARES TR

600,693$46.9M
4.29%
5

SPDR SER TR

1,380,036$40.6M
3.72%
6

ISHARES TR

309,086$36.1M
3.31%
7

APPLE INC

151,758$35.4M
3.24%
8

ABRDN PRECIOUS METALS BASKET

275,242$31.2M
2.86%
9

ISHARES INC

537,923$30.9M
2.83%
10

MICROSOFT CORP

70,734$30.4M
2.79%

Quarterly Changes

Top Buys

IVVNEW
$94.7M
IJHNEW
$64.4M
VCITNEW
$60.2M
AQLTNEW
$46.9M
SPTSNEW
$40.6M

Top Sells

No sells this quarter

New Positions (194)

$94.7M · 164K shares
$64.4M · 1.0M shares
$60.2M · 718K shares
$46.9M · 601K shares
$40.6M · 1.4M shares
$36.1M · 309K shares
$35.4M · 152K shares
$31.2M · 275K shares
$30.9M · 538K shares
$30.4M · 71K shares
$26.9M · 445K shares
$22.1M · 433K shares
$18.6M · 280K shares
$16.9M · 80K shares
$16.7M · 138K shares
$16.6M · 99K shares
$16.5M · 562K shares
$12.5M · 77K shares
$12.4M · 106K shares
$12.2M · 24K shares
$11.7M · 29K shares
$11.5M · 162K shares
$11.3M · 31K shares
$11.1M · 41K shares
$10.5M · 199K shares
$10.1M · 31K shares
$9.1M · 30K shares
$9.1M · 13K shares
$8.8M · 47K shares
$8.7M · 74K shares
$8.7M · 51K shares
$8.6M · 31K shares
$8.5M · 33K shares
$8.3M · 99K shares
$8.2M · 14K shares
$7.7M · 9K shares
$7.4M · 30K shares
$7.2M · 49K shares
$6.7M · 11K shares
$6.5M · 27K shares
$6.5M · 29K shares
$6.3M · 10K shares
$6.3M · 37K shares
$6.0M · 10K shares
$6.0M · 27K shares
$6.0M · 60K shares
$5.7M · 87K shares
$5.6M · 124K shares
$5.5M · 19K shares
$5.4M · 22K shares
$5.3M · 68K shares
$5.1M · 10K shares
$5.1M · 9K shares
$5.0M · 64K shares
$5.0M · 11K shares
$4.9M · 94K shares
$4.7M · 43K shares
$4.6M · 8K shares
$4.6M · 58K shares
$4.6M · 13K shares
$4.5M · 12K shares
$4.4M · 42K shares
$4.3M · 25K shares
$4.2M · 39K shares
$4.2M · 102K shares
$4.2M · 19K shares
$4.1M · 206K shares
$4.0M · 20K shares
$4.0M · 41K shares
$3.9M · 7K shares
$3.9M · 17K shares
$3.8M · 22K shares
$3.6M · 6K shares
$3.4M · 17K shares
$3.4M · 21K shares
$3.3M · 17K shares
$3.3M · 7K shares
$3.2M · 12K shares
$3.1M · 35K shares
$2.9M · 54K shares
$2.8M · 33K shares
$2.8M · 52K shares
$2.7M · 32K shares
$2.5M · 100K shares
$2.4M · 3K shares
$2.3M · 87K shares
$2.2M · 9K shares
$2.1M · 10K shares
$2.1M · 18K shares
$1.9M · 4K shares
$1.8M · 7K shares
$1.8M · 11K shares
$1.8M · 9K shares
$1.7M · 67K shares
$1.7M · 19K shares
$1.6M · 70K shares
$1.6M · 21K shares
$1.5M · 32K shares
$1.5M · 3K shares
$1.4M · 35K shares
$1.4M · 9K shares
$1.4M · 12K shares
VOLEX PLC ORD
$1.3M · 287K shares
$1.3M · 9K shares
$1.2M · 12K shares
$1.2M · 9K shares
$1.2M · 24K shares
$1.2M · 26K shares
$1.1M · 11K shares
$1.0M · 20K shares
$1.0M · 5K shares
$982K · 18K shares
$945K · 2K shares
$935K · 3K shares
$923K · 10K shares
$899K · 10K shares
$741K · 6K shares
$735K · 14K shares
$684K · 4K shares
$675K · 3K shares
$670K · 2K shares
$619K · 7K shares
$608K · 7K shares
$590K · 5K shares
$582K · 8K shares
$578K · 3K shares
$550K · 19K shares
$544K · 11K shares
$538K · 5K shares
$527K · 24K shares
$523K · 3K shares
$521K · 8K shares
$513K · 4K shares
$483K · 8K shares
$482K · 4K shares
$471K · 2K shares
$455K · 9K shares
$453K · 2K shares
$451K · 3K shares
$419K · 4K shares
$411K · 8K shares
$403K · 4K shares
$399K · 1K shares
$399K · 1K shares
$398K · 9K shares
$389K · 1K shares
$386K · 2K shares
$383K · 1K shares
$382K · 5K shares
$374K · 2K shares
$373K · 6K shares
$366K · 7K shares
$365K · 1K shares
$357K · 4K shares
$356K · 3K shares
$348K · 3K shares
$345K · 3K shares
$334K · 1K shares
$325K · 2K shares
$316K · 1K shares
$303K · 646 shares
$299K · 1K shares
$296K · 1K shares
$296K · 790 shares
$294K · 4K shares
$294K · 3K shares
$289K · 6K shares
$277K · 4K shares
$275K · 3K shares
$274K · 443 shares
$271K · 3K shares
$256K · 2K shares
$255K · 5K shares
$250K · 3K shares
$249K · 3K shares
$245K · 2K shares
$241K · 2K shares
$229K · 1K shares
$221K · 3K shares
$221K · 4K shares
$220K · 3K shares
$215K · 2K shares
GLENCORE PLC
$212K · 37K shares
$209K · 765 shares
$208K · 3K shares
$206K · 9K shares
$205K · 1K shares
$201K · 4K shares
$147K · 2K shares
$135K · 16K shares
$79K · 17K shares
$34K · 650 shares
OJSC OC ROSNEFT RUB 0.01 GDR
$17K · 15K shares
$8K · 150 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services73$563.9M51.6%
Technology22$167.0M15.3%
Unknown17$75.2M6.9%
Healthcare16$61.5M5.6%
Consumer Cyclical10$51.4M4.7%
Industrials18$44.3M4.1%
Consumer Defensive15$40.3M3.7%
Communication Services7$35.0M3.2%
Energy5$20.7M1.9%
Utilities6$13.9M1.3%
Basic Materials2$9.8M0.9%
Real Estate3$9.0M0.8%