CAPE ANN SAVINGS BANK - Portfolio overview

CAPE ANN SAVINGS BANK has 128 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. EFA - ISHARES MSCI EAFE ETF, 10.83%
2. IJH - ISHARES CORE S&P MID-CAP 400 ETF, 8.86%
3. IAU - ISHARES GOLD TR, 5.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.