CAPE ANN SAVINGS BANK
Q3 2025 13F Holdings
- Locationgloucester, MA
- Num holdings
108
- Value ($000)
$187,312
- Date Filed10/15/2025
- Form type13F-HR
- CIK0000936938
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EFA ISHARES MSCI EAFE ETF | INTERNATIONAL EQUITY ETF | 464287465 | $20.68 M | 11 % | 221,518 | ||
IJH ISHARES CORE S&P MID-CAP 400 ETF | EXCHANGE TRADED FUND | 464287507 | $16.21 M | 9 % | 248,462 | ||
IVV ISHARES S&P 500 | EXCHANGE TRADED FUND | 464287200 | $12.39 M | 7 % | 18,513 | ||
IAU ISHARES GOLD TR | EXCHANGE TRADED FUND | 464285204 | $10.79 M | 6 % | 148,248 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $8.75 M | 5 % | 34,362 | ||
VGSH VANGUARD SHORT TERM TREASURY ETF | FIXED INCOME ETF | 92206C102 | $8.42 M | 5 % | 143,009 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $7.68 M | 4 % | 14,829 | ||
GOOGL ALPHABET INC | COMMON STOCK | 02079K305 | $5.59 M | 3 % | 22,988 | ||
IJR ISHARES CORE S&P SMALL-CAP ETF | EXCHANGE TRADED FUND | 464287804 | $3.82 M | 2 % | 32,130 | ||
AMZN AMAZON.COM INC | COMMON STOCK | 023135106 | $3.81 M | 2 % | 17,349 |
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