Cape Cod Five Cents Savings Bank Portfolio Holdings

Cape Cod Five Cents Savings Bank

  • $1.05 Billion
  • Q1 2025

Cape Cod Five Cents Savings Bank has filed its 13F form on July 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 305 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $92.3M, Ishares Core S&P Mid Cap ETF with a value of $60.3M, Vanguard Intermediate Term Cor with a value of $58.7M, Ishares Tr with a value of $45.4M, and Spdr Portfolio Short Term Trea with a value of $40.4M.

Examining the 13F form we can see an decrease of $6.75M in the current position value, from $1.06B to 1.05B.

Cape Cod Five Cents Savings Bank is based out at Orleans, MA

Below you can find more details about Cape Cod Five Cents Savings Bank portfolio as well as his latest detailed transactions.

Portfolio value $1.05 Billion
ETFs: $571 Million
Technology: $117 Million
Financial Services: $70.7 Million
Healthcare: $66.7 Million
Consumer Cyclical: $49.2 Million
Communication Services: $42.3 Million
Industrials: $39.5 Million
Consumer Defensive: $38.3 Million
Other: $53 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.7B
$4.02 Million 0.38% of portfolio
6,536
Q3 2024 Added 1.51%
$7.63B
$2.37 Million 0.23% of portfolio
32,515
Q3 2024 Reduced 12.1%
$6.37B
$1.04 Million 0.1% of portfolio
18,914
Q3 2024 Added 0.62%
$7.16B
$432,000 0.04% of portfolio
2,900
Q3 2024 New
$4.99B
$316,000 0.03% of portfolio
1,991
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 305
  • Current Value $1.05 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q1 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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