CAPE COD FIVE CENTS SAVINGS BANK

Q3 2025 13F Holdings

  • Location
    orleans, MA
  • Num holdings

    194

  • Value ($000)

    $1,092,018

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001054646
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$94.72M
9 %

164,213

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$64.39M
6 %

1,033,266

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$60.17M
6 %

718,432

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$46.88M
4 %

600,693

K
KRE

SPDR SER TR

PORTFOLIO SH TSR
78468R101
$40.59M
4 %

1,380,036

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$36.15M
3 %

309,086

A
AAPL

APPLE INC

COM
037833100
$35.36M
3 %

151,758

G
GLTR

ABRDN PRECIOUS METALS BASKET

PHYSCL PRECS MET
003263100
$31.18M
3 %

275,242

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$30.88M
3 %

537,923

M
MSFT

MICROSOFT CORP

COM
594918104
$30.44M
3 %

70,734

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