Cape Cod Five Cents Savings Bank

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed July 21, 2025), Cape Cod Five Cents Savings Bank reported 189 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.7% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 5.9%) and Vanguard Int-Term Corporate (VCIT, 5.5%). Its holdings were unchanged from Q4 2024.

Most Recent 13F
Q2 2026
Location
HYANNIS, MA
CIK
0001054646
Portfolio Value
$1.1B (Q1 2025)
SEC Filing
0001054646-25-000007 ↗ filed Jul 21, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B $1.1B Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.1B Q4 2025 Q2 2026: $1.2B Q2 2026

Holdings 189 stocks · $1.1B
IVV iShares Core S&P 500 ETF 8.67% 164,213 $94.7M No change
IJH iShares Core S&P Midcap ETF 5.90% 1,033,266 $64.4M No change
VCIT Vanguard Int-Term Corporate 5.51% 718,432 $60.2M No change
IEFA iShares Core MSCI Eafe ETF 4.29% 600,693 $46.9M No change
SPTS SS SPDR P St Term TSY ETF 3.72% 1,380,036 $40.6M No change
IJR iShares Core S&P Small-Cap E 3.31% 309,086 $36.2M No change
AAPL Apple Inc. 3.24% 151,758 $35.4M No change
GLTR Abrdn Precious Metals Basket 2.86% 275,242 $31.2M No change
IEMG iShares Core MSCI Emerging 2.83% 537,923 $30.9M No change
MSFT Microsoft Corp. 2.79% 70,734 $30.4M No change
VGIT Vanguard Intermediate-Term T 2.46% 445,355 $26.9M No change
FLOT iShares Floating Rate Bond E 2.02% 432,756 $22.1M No change
VWOB Vanguard Emerg MKTS Gov BND 1.70% 279,578 $18.6M No change
JPM JPMorgan Chase & Co. 1.55% 80,099 $16.9M No change
NVDA Nvidia Corp. 1.53% 137,816 $16.7M No change
GOOG Alphabet Inc. Class C 1.52% 99,257 $16.6M No change
ANGL Vaneck Fallen Angel High YLD 1.51% 562,071 $16.5M No change
JNJ Johnson & Johnson 1.14% 76,983 $12.5M No change
XOM Exxon Mobil Corp. 1.13% 105,504 $12.4M No change
ADBE Adobe Inc. 1.12% 23,581 $12.2M No change
HD Home Depot Inc. 1.07% 28,912 $11.7M No change
IDEV iShares Core MSCI Dev MKTS 1.05% 162,382 $11.5M No change
SYK Stryker Corp. 1.03% 31,188 $11.3M No change
V Visa Inc. Class A 1.02% 40,540 $11.1M No change
VEA Vanguard Ftse Developed ETF 0.96% 199,278 $10.5M No change
AMGN Amgen Inc. 0.92% 31,320 $10.1M No change
MCD McDonald's Corp. 0.84% 29,998 $9.1M No change
NFLX Netflix Inc. 0.83% 12,826 $9.1M No change
AMZN Amazon.com Inc. 0.81% 47,190 $8.8M No change
NEE Nextera Energy Inc. 0.80% 103,021 $8.7M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.80% 73,984 $8.7M No change
PEP Pepsico Inc. 0.79% 50,973 $8.7M No change
ADP Automatic Data Processing 0.79% 31,148 $8.6M No change
ECL Ecolab Inc. 0.78% 33,210 $8.5M No change
UNH Unitedhealth Group Inc. 0.75% 14,057 $8.2M No change
COST Costco Wholesale Corp. 0.70% 8,642 $7.7M No change
UNP Union Pacific Corp. 0.68% 29,950 $7.4M No change
CVX Chevron Corp. 0.66% 48,721 $7.2M No change
LMT Lockheed Martin Corp. 0.61% 11,471 $6.7M No change
RMD Resmed Inc. 0.59% 26,534 $6.5M No change
IWM iShares Russell 2000 ETF 0.59% 29,296 $6.5M No change
INTU Intuit Inc. 0.58% 10,221 $6.3M No change
QCOM Qualcomm Inc. 0.57% 36,876 $6.3M No change
MSCI MSCI Inc. 0.55% 10,220 $6.0M No change
MRSH Marsh & McLennan Cos 0.55% 26,703 $6.0M No change
CORP PIMCO Inv Grade Corp. BD ETF 0.55% 59,858 $6.0M No change
APH Amphenol Corp. Class A 0.52% 87,072 $5.7M No change
VZ Verizon Communications Inc. 0.51% 124,259 $5.6M No change
TSCO Tractor Supply Company 0.50% 18,914 $5.5M No change
GLD SPDR Gold Shares 0.50% 22,407 $5.4M No change
BIV Vanguard Intermediate-Term B 0.49% 67,689 $5.3M No change
SPGI S&P Global Inc. 0.47% 9,938 $5.1M No change
MDY State Street SPDR S&P Midcap 0.47% 9,002 $5.1M No change
FORTINET INC 0.46% 64,436 $5.0M No change
BRK.B Berkshire Hathaway Inc. Class B 0.46% 10,799 $5.0M No change
MNST Monster Beverage Corp. 0.45% 93,628 $4.9M No change
EMR Emerson Electric Co. 0.43% 42,740 $4.7M No change
META Meta Platforms Inc. Class A 0.42% 8,097 $4.6M No change
PYPL PayPal Holdings Inc. 0.42% 58,432 $4.6M No change
ACN Accenture PLC Class A 0.42% 12,894 $4.6M No change
PSA Public Storage 0.41% 12,315 $4.5M No change
CHD Church & Dwight Co. Inc. 0.40% 41,838 $4.4M No change
PG The Procter & Gamble Co. 0.39% 24,719 $4.3M No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.39% 38,968 $4.2M No change
SPEM State Street SP PTF Em ETF 0.39% 102,363 $4.2M No change
PKG Packaging Corp. of America 0.38% 19,498 $4.2M No change
HYEM Vaneck Emrg MKTS Hi YLD 0.38% 206,261 $4.1M No change
AMAT Applied Materials Inc. 0.36% 19,717 $4.0M No change
WEC WEC Energy Group Inc. 0.36% 41,221 $4.0M No change
CHE Chemed Corp. 0.36% 6,536 $3.9M No change
AMT American Tower Corp. 0.36% 16,720 $3.9M No change
TSM Taiwan Semiconductor-SP ADR 0.34% 21,642 $3.8M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.33% 6,278 $3.6M No change
ABBV Abbvie Inc. 0.31% 17,399 $3.4M No change
CLX Clorox Company 0.31% 20,613 $3.4M No change
HSY The Hershey Co. 0.31% 17,441 $3.3M No change
IDXX Idexx Laboratories Inc. 0.30% 6,566 $3.3M No change
ITW Illinois Tool Works 0.29% 12,280 $3.2M No change
XLE SS Energy Select Sector 0.28% 35,265 $3.1M No change
EFA iShares MSCI Eafe ETF 0.26% 34,240 $2.9M No change
CPRT Copart Inc. 0.26% 54,398 $2.9M No change
TTC Toro Co. 0.26% 32,515 $2.8M No change
SCHP Schwab U.S. Tips ETF 0.26% 51,949 $2.8M No change
SGOL Abrdn Physical Gold Shares 0.23% 100,068 $2.5M No change
LLY Eli Lilly & Co. 0.22% 2,702 $2.4M No change
SPIP SS SPDR P Tips ETF 0.21% 87,423 $2.3M No change
NSC Norfolk Southern Corp. 0.20% 8,878 $2.2M No change
TXN Texas Instruments Inc. 0.19% 10,205 $2.1M No change
ABT Abbott Laboratories 0.19% 18,403 $2.1M No change
MA Mastercard Inc. Class A 0.17% 3,866 $1.9M No change
AXP American Express Co. 0.17% 6,685 $1.8M No change
GOOGL Alphabet Inc. Class A 0.16% 10,857 $1.8M No change
VIG Vanguard Dividend Apprec ETF 0.16% 9,080 $1.8M No change
HYMB SS SPDR N Ice HY Muni ETF 0.16% 66,538 $1.7M No change
NKE Nike Inc. Class B 0.15% 18,749 $1.7M No change
PLYM Plymouth Industrial REIT Inc. 0.15% 70,426 $1.6M No change
BND Vanguard Total Bond Market 0.14% 20,658 $1.6M No change
VWO Vanguard Ftse Emerging Marke 0.14% 31,961 $1.5M No change
VOO Vanguard S&P 500 ETF 0.13% 2,778 $1.5M No change
CMCSA Comcast Corp. Class A 0.13% 34,536 $1.4M No change
TARGET CORP 0.13% 9,210 $1.4M No change
MRK Merck & Co. Inc. 0.13% 12,031 $1.4M No change
NUE Nucor Corp. 0.12% 8,514 $1.3M No change
VOLEX PLC ORD 0.12% 286,516 $1.3M No change
IOO iShares Global 100 ETF 0.11% 12,489 $1.2M No change
MMM 3M Co. 0.11% 8,887 $1.2M No change
SCHO Schwab Short-Term US Treas 0.11% 24,499 $1.2M No change
SPSM SS SPDR P S&P 600 Small Cap 0.11% 25,614 $1.2M No change
SBUX Starbucks Corp. 0.10% 11,274 $1.1M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.09% 20,173 $1.0M No change
GE General Electric filed as GE AEROSPACE 0.09% 5,345 $1.0M No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.09% 17,963 $982K No change
INVESCO QQQ TR 0.09% 1,937 $945K No change
CI The Cigna Group 0.09% 2,701 $936K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 9,602 $924K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 5,212 $910K No change
EMB iShares JP Morgan Usd Emergi 0.08% 9,610 $899K No change
CSCO Cisco Systems Inc. 0.07% 14,476 $770K No change
RTX RTX Corporation 0.07% 6,121 $742K No change
ORCL Oracle Corp. 0.06% 4,017 $684K No change
HON Honeywell International Inc. 0.06% 3,268 $676K No change
DE Deere & Co. 0.06% 1,606 $670K No change
NTRS Northern Trust Corp. 0.06% 6,876 $619K No change
IWR iShares Russell Mid-Cap ETF 0.06% 6,907 $609K No change
PLD Prologis Inc. 0.05% 4,680 $591K No change
KO The Coca-Cola Co. 0.05% 8,117 $583K No change
ALL Allstate Corp. 0.05% 3,052 $579K No change
PFE Pfizer Inc. 0.05% 19,031 $551K No change
BMY Bristol-Myers Squibb Co. 0.05% 10,537 $545K No change
COP Conocophillips 0.05% 5,113 $538K No change
T AT&T Inc. 0.05% 23,988 $528K No change
ES Eversource Energy 0.05% 7,668 $522K No change
VDE Vanguard Energy ETF 0.05% 4,196 $514K No change
XLI SS Industrial Select Sector 0.04% 3,570 $484K No change
TD Toronto-Dominion Bank 0.04% 7,641 $483K No change
XLK SS Technology Select Sector 0.04% 2,088 $471K No change
KBE SS SPDR S&P Bank ETF 0.04% 8,622 $456K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 2,053 $454K No change
AVGO Broadcom Inc. 0.04% 2,620 $452K No change
CL Colgate-Palmolive Co. 0.04% 4,038 $419K No change
IAU iShares Gold Trust 0.04% 8,275 $411K No change
SO The Southern Co. 0.04% 4,475 $404K No change
IWB iShares Russell 1000 ETF 0.04% 1,271 $400K No change
ETN Eaton Corp. PLC 0.04% 1,204 $399K No change
USB US Bancorp 0.04% 8,724 $399K No change
DHR Danaher Corp. 0.04% 1,402 $390K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 1,000 $384K No change
VERISIGN INC 0.03% 1,978 $376K No change
EMXC iShares MSCI Emr MRK Ex Chna 0.03% 6,119 $374K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.03% 6,829 $367K No change
LOW Lowe's Cos Inc. 0.03% 1,351 $366K No change
SCHD Schwab US DVD Equity ETF 0.03% 4,235 $358K No change
SUB iShares Short-Term National 0.03% 3,358 $357K No change
NVS Novartis AG-Sponsored ADR 0.03% 3,039 $350K No change
PSX Phillips 66 0.03% 2,625 $345K No change
VTI VG Morningstar TS MKT ETF-US 0.03% 1,183 $335K No change
BA The Boeing Co. 0.03% 2,144 $326K No change
GEV GE Vernova Inc. 0.03% 1,244 $317K No change
AMP Ameriprise Financial Inc. 0.03% 646 $303K No change
SMH Vaneck Semiconductor ETF 0.03% 1,220 $299K No change
IWF iShares Russell 1000 Growth 0.03% 790 $297K No change
CTAS Cintas Corp. 0.03% 1,440 $296K No change
GIS General Mills Inc. 0.03% 3,987 $294K No change
XLC SS Comm Select Sector SPDR 0.03% 3,256 $294K No change
EEM iShares MSCI Emerging Market 0.03% 6,330 $290K No change
SHEL Shell PLC-ADR 0.03% 4,225 $279K No change
MAS Masco Corp. 0.03% 3,279 $275K No change
TMO Thermo Fisher Scientific Inc. 0.03% 443 $274K No change
CARR Carrier Global Corp. 0.02% 3,377 $272K No change
ESE Esco Technologies Inc. 0.02% 1,991 $257K No change
BBHY JPMorgan Betabuilders Usd Hi 0.02% 5,387 $255K No change
SYY Sysco Corp. 0.02% 3,210 $251K No change
MDLZ Mondelez International Inc. Class A 0.02% 3,390 $250K No change
TIP iShares Tips Bond ETF 0.02% 2,221 $245K No change
KMB Kimberly-Clark Corp. 0.02% 1,700 $242K No change
DGX Quest Diagnostics Inc. 0.02% 1,480 $230K No change
USIG iShares Broad Usd Investment 0.02% 4,222 $222K No change
EAT Brinker International Inc. 0.02% 2,900 $222K No change
WMT Walmart Inc. 0.02% 2,729 $220K No change
IYR iShares US Real Estate ETF 0.02% 2,112 $215K No change
Glencore PLC 0.02% 37,000 $212K No change
FDX FedEx Corp. 0.02% 765 $209K No change
EBAY eBay Inc. 0.02% 3,200 $208K No change
INTC Intel Corp. 0.02% 8,820 $207K No change
FISV Fiserv Inc. 0.02% 1,147 $206K No change
IAT iShares US Regional Banks Et 0.02% 4,249 $202K No change
SWRAY Swire Pacific Ltd.-SP ADR A 0.01% 15,875 $136K No change
POAHY Porsche Automobil-Unsp ADR 0.01% 17,263 $79K No change
OJSC OC ROSNEFT RUB 0.01 GDR 0.00% 15,000 $18K No change

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 203$1.2BIVV, VCIT, IEFA, VGIT, IJH
Q4 2025 189$1.1BIVV, IJH, VCIT, IEFA, SPTS
Q3 2025 189$1.1BIVV, IJH, VCIT, IEFA, SPTS
Q2 2025 189$1.1BIVV, IJH, VCIT, IEFA, SPTS
Q1 2025 189$1.1BIVV, IJH, VCIT, IEFA, SPTS
Q4 2024 189$1.1BIVV, IJH, VCIT, VGIT, IEFA
Q3 2024Amended 189$1.1BIVV, IJH, VCIT, IEFA, SPTS
Q2 2024Amended 189$1.0BIVV, IJH, VCIT, IEFA, SPTS
Q1 2024 191$1.0BIVV, IJH, VCIT, IEFA, SPTS