StockDriftsStockDriftsTop 50 Cape Cod Five Cents Savings Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.93% | 179.6K | $134.5M | new | $306.63(+154.03%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.52% | 821.6K | $67.9M | new | $82.27(-1.36%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.01% | 638.1K | $61.6M | new | $64.26(+57.66%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.76% | 992.7K | $58.6M | new | $58.88(-0.85%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.48% | 714.9K | $55.1M | new | $39.30(+99.86%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 3.96% | 1.68M | $48.7M | new | $29.42(-1.52%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.65% | 541.8K | $44.9M | new | $49.12(+68.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.16% | 134.1K | $38.8M | new | $105.85(+188.51%) | 2026-06-30 | |
| GLTR | ABRDN PRECIOUS METALS BASKET | 3.13% | 212.4K | $38.5M | new | $88.36(+122.42%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.39% | 198.5K | $29.4M | new | $85.23(+75.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.57% | +42.66% | +6.58% | +37.54% |
| Top 20 Holdings Unweighted | +13.14% | +44.81% | +6.91% | +39.64% |
Cape Cod Five Cents Savings Bank reports $1.23B in US-listed equity holdings across 203 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.9%), VCIT (5.5%) and IEFA (5.0%). The top 20 holdings account for 63.52% of reported assets. Its disclosed equity book has returned +42.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Cape Cod Five Cents Savings Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1054646). View Cape Cod Five Cents Savings Bank’s 13F filings on SEC