Arkolith/Funds/Cape Ann Savings Bank

Cape Ann Savings Bank

CIK 936938
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Cape Ann Savings Bank holds a focused book of 113 stocks worth $212.4M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened ASML Holding NV-NY Reg SHS and trimmed Ishares Core S&P Midcap ETF. Their largest long position is Ishares Msci Eafe ETF at 11% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+16.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show CAPE ANN SAVINGS BANK's latest
holdings, largest changes, and filing provenance.
Opened
21
new positions
Added to
32
existing
Trimmed
55
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.9%
+16.4%/yr · since Oct '24
Their reported book
+28.1%
held from quarter-end
S&P 500
+32.7%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Aug '26
Cape Ann Savings Bank (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.8 points over this window.

Growth of $10,000 cloning Cape Ann Savings Bank's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
50%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

55% mapped to company sectors

ETF / fund or unclassified
45%
Information Technology
21%
Financials
12%
Consumer Discretionary
6%
Health Care
5%
Industrials
5%
Utilities
2%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

113 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Msci Eafe ETF
International Equity ETF
$23.4M225.5K
11.0%
+0.1%
Added · +350 sh
2Ishares Core S&P Mid-Cap 400 ETF
Exchange Traded Fund
$20.3M263.5K
9.6%
−0.5%
Reduced · −1K sh
3Ishares S&P 500
Exchange Traded Fund
$11.4M15.2K
5.4%
−0.9%
Reduced · −137 sh
4Apple Inc
Common Stock
$9.9M34.3K
4.7%
−1.9%
Reduced · −681 sh
5Ishares Gold TR
Exchange Traded Fund
$9.3M122.9K
4.4%
−6.8%
Reduced · −9K sh
6Vanguard Short Term Treasury ETF
Fixed Income ETF
$8.3M141.9K
3.9%
−0.6%
Reduced · −800 sh
7Alphabet Inc
Common Stock
$7.4M20.7K
3.5%
−3.1%
Reduced · −660 sh
8Ishares Core S&P Small-Cap ETF
Exchange Traded Fund
$5.9M40.1K
2.8%
−5.8%
Reduced · −2K sh
9Microsoft Corp
Common Stock
$5.3M14.1K
2.5%
−3.5%
Reduced · −510 sh
10Johnson & Johnson
Common Stock
$4.7M18.6K
2.2%
+0.5%
Added · +93 sh
11Applied Materials Inc
Common Stock
$4.1M5.7K
2.0%
−47%
Reduced · −5K sh
12Amazon.com Inc
Common Stock
$4.1M17.1K
1.9%
−0.1%
Reduced · −20 sh
13Select Sector SPDR TR XLK
Common Stock
$4.0M20.8K
1.9%
−1.3%
Reduced · −270 sh
14Nvidia Corporation
Common Stock
$3.9M19.4K
1.8%
+0.2%
Added · +40 sh
15Invesco Exchange Traded FD TR
Exchange Traded Fund
$3.0M13.9K
1.4%
+11%
Added · +1K sh
16JPMorgan Chase & Co
Common Stock
$2.9M9.0K
1.4%
−0.8%
Reduced · −70 sh
17Procter & Gamble Co
Common Stock
$2.8M18.8K
1.3%
+0.5%
Added · +85 sh
18Cummins Inc
Common Stock
$2.4M3.4K
1.1%
+3.8%
Added · +123 sh
19Chevron Corp
Common Stock
$2.2M13.5K
1.1%
+7.2%
Added · +900 sh
20Morgan Stanley
Common Stock
$2.2M10.4K
1.0%
−5.3%
Reduced · −587 sh
21Ishares Msci Emerg MKT
International Equity ETF
$2.1M25.9K
1.0%
+3.1%
Added · +785 sh
22Visa Inc
Common Stock
$2.1M6.1K
1.0%
+0.8%
Added · +50 sh
23Pepsico Inc
Common Stock
$2.1M15.5K
1.0%
−3.0%
Reduced · −479 sh
24BlackRock Inc
Common Stock
$2.1M2.1K
1.0%
−0.1%
Reduced · −2 sh
25Marriott Intl Inc New
Common Stock
$2.0M5.3K
0.9%
−0.6%
Reduced · −30 sh
26General Dynamics Corp
Common Stock
$1.9M5.3K
0.9%
−1.8%
Reduced · −100 sh
27Alphabet Inc
Common Stock
$1.9M5.3K
0.9%
−1.9%
Reduced · −100 sh
28Bank Of America Corp
Common Stock
$1.8M32.4K
0.9%
−2.0%
Reduced · −676 sh
29Broadcom Inc
Common Stock
$1.8M4.8K
0.9%
−1.4%
Reduced · −67 sh
30NextEra Energy Inc
Common Stock
$1.8M20.1K
0.8%
+1.0%
Added · +200 sh
31Raytheon Technologies Corp
Common Stock
$1.7M8.9K
0.8%
−3.2%
Reduced · −295 sh
32Walmart Inc
Common Stock
$1.7M14.8K
0.8%
−0.5%
Reduced · −70 sh
33Cadence Design Systems Inc
Common Stock
$1.7M4.4K
0.8%
−2.0%
Reduced · −90 sh
34Deere & Co
Common Stock
$1.6M2.6K
0.8%
+0.6%
Added · +15 sh
35Merck & Co Inc
Common Stock
$1.6M12.5K
0.8%
−1.5%
Reduced · −195 sh
36Palo Alto Networks Inc
Common Stock
$1.6M4.7K
0.8%
Held
37American Elec PWR Co Inc
Common Stock
$1.6M11.7K
0.8%
+3.0%
Added · +335 sh
38State Street SPDR S&P 500 ETF Trust
Exchange Traded Fund
$1.5M2.0K
0.7%
−23%
Reduced · −610 sh
39McDonald's Corp
Common Stock
$1.5M5.4K
0.7%
Held
40Meta Platforms Inc Ord
Common Stock
$1.4M2.4K
0.6%
+0.2%
Added · +4 sh
41Advanced Micro Devices Inc
Common Stock
$1.3M2.3K
0.6%
+20%
Added · +383 sh
42Select Sector SPDR TR
Common Stock
$1.3M23.6K
0.6%
−1.5%
Reduced · −350 sh
43International Business Machines
Common Stock
$1.3M4.5K
0.6%
−0.2%
Reduced · −10 sh
44Berkshire Hathaway
Common Stock
$1.2M2.4K
0.6%
+1.8%
Added · +42 sh
45Ishares Russell 2000 ETF
Exchange Traded Fund
$1.2M3.9K
0.5%
−17%
Reduced · −800 sh
46Industrial Select Sector SPDR
Common Stock
$1.1M6.0K
0.5%
−1.0%
Reduced · −60 sh
47Eaton Corp PLC
Common Stock
$1.1M2.6K
0.5%
+60%
Added · +959 sh
48Intercontinental Exchange Inc
Common Stock
$943K7.7K
0.4%
−1.1%
Reduced · −82 sh
49Ishares Esg Aware Msci Eafe ETF
International Equity ETF
$936K9.1K
0.4%
+9.2%
Added · +770 sh
50Medtronic PLC
Common Stock
$916K11.7K
0.4%
−1.8%
Reduced · −214 sh
Showing 50 of 113 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026113$212.4M13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026121$199.0M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026109$194.9M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025108$187.3M13F-HR
Q2 2025Jun 30, 2025Jul 21, 202589$167.4M13F-HR
Q1 2025Mar 31, 2025May 14, 202592$159.5M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202587$169.9M13F-HR
Q3 2024Sep 30, 2024Oct 8, 202489$172.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.