Cape Cod Five Cents Savings Bank holds a focused book of 203 stocks worth $1.2B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Proshares S&P 500 Dividend A and trimmed Ishares Core S&P Midcap ETF. Their largest long position is Ishares Core S&P 500 ETF at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Cape Cod Five Cents Savings Bank
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $833.6B |
| MORGAN STANLEY | 80 / 80 | $636.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $580.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $462.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $195.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $183.7B |
| UBS Group AG | 80 / 80 | $172.2B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $147.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Cape Cod Five Cents Savings Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $134.5M | 179.6K | 10.9% | ▲+9.4% Added · +15K sh | |
| 2 | Vanguard Scottsdale FDS INT-TERM CORP | $67.9M | 821.6K | 5.5% | ▲+14% Added · +103K sh | |
| 3 | Ishares TR CORE MSCI EAFE | $61.6M | 638.1K | 5.0% | ▲+6.2% Added · +37K sh | |
| 4 | Vanguard Scottsdale FDS INTER TERM TREAS | $58.6M | 992.7K | 4.8% | ▲+123% Added · +547K sh | |
| 5 | Ishares TR CORE S&P MCP ETF | $55.1M | 714.9K | 4.5% | ▼−31% Reduced · −318K sh | |
| 6 | SPDR Series Trust ST SHO TREAS ETF | $48.7M | 1.68M | 4.0% | ▲+22% Added · +299K sh | |
| 7 | Ishares Inc CORE MSCI EMKT | $44.9M | 541.8K | 3.6% | ▲+0.7% Added · +4K sh | |
| 8 | Apple Inc COM | $38.8M | 134.1K | 3.2% | ▼−12% Reduced · −18K sh | |
| 9 | Abrdn Precious Metals Basket PHYSCL PRECS MET | $38.5M | 212.4K | 3.1% | ▼−23% Reduced · −63K sh | |
| 10 | Ishares TR CORE S&P SCP ETF | $29.4M | 198.5K | 2.4% | ▼−36% Reduced · −111K sh | |
| 11 | Alphabet Inc CAP STK CL C | $29.0M | 82.1K | 2.4% | ▼−17% Reduced · −17K sh | |
| 12 | Ishares TR FLTG RATE NT ETF | $24.6M | 481.7K | 2.0% | ▲+11% Added · +49K sh | |
| 13 | Microsoft Corp COM | $24.5M | 65.7K | 2.0% | ▼−7.1% Reduced · −5K sh | |
| 14 | Nvidia Corporation COM | $23.2M | 115.9K | 1.9% | ▼−16% Reduced · −22K sh | |
| 15 | JPMorgan Chase & Co COM | $20.6M | 62.8K | 1.7% | ▼−22% Reduced · −17K sh | |
| 16 | Proshares TR S&P 500 DV ARIST | $19.6M | 349.4K | 1.6% | ▲New New position | |
| 17 | Vaneck ETF Trust FALLEN ANGEL HG | $17.6M | 602.1K | 1.4% | ▲+7.1% Added · +40K sh | |
| 18 | Vanguard Whitehall FDS EM MK GOV BD ETF | $17.4M | 258.8K | 1.4% | ▼−7.4% Reduced · −21K sh | |
| 19 | Applied Matls Inc COM | $13.8M | 19.1K | 1.1% | ▼−3.0% Reduced · −597 sh | |
| 20 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $13.1M | 184.1K | 1.1% | ▼−7.6% Reduced · −15K sh | |
| 21 | Ishares TR CORE MSCI INTL | $12.5M | 140.6K | 1.0% | ▼−13% Reduced · −22K sh | |
| 22 | Exxon Mobil Corp COM | $11.9M | 87.2K | 1.0% | ▼−17% Reduced · −18K sh | |
| 23 | Johnson & Johnson COM | $11.9M | 46.7K | 1.0% | ▼−39% Reduced · −30K sh | |
| 24 | Amazon Com Inc COM | $11.7M | 48.9K | 0.9% | ▲+3.7% Added · +2K sh | |
| 25 | Visa Inc COM CL A | $11.4M | 33.2K | 0.9% | ▼−18% Reduced · −7K sh | |
| 26 | Amgen Inc COM | $11.0M | 30.3K | 0.9% | ▼−3.2% Reduced · −998 sh | |
| 27 | Stryker Corporation COM | $9.7M | 30.7K | 0.8% | ▼−1.6% Reduced · −508 sh | |
| 28 | Invesco QQQ TR UNIT SER 1 | $9.6M | 13.0K | 0.8% | ▲New New position | |
| 29 | Amphenol Corp CL A | $9.5M | 54.0K | 0.8% | ▼−38% Reduced · −33K sh | |
| 30 | Home Depot Inc COM | $9.4M | 26.7K | 0.8% | ▼−7.6% Reduced · −2K sh | |
| 31 | Eli Lilly & Co COM | $8.1M | 6.8K | 0.7% | ▲+151% Added · +4K sh | |
| 32 | Union Pac Corp COM | $8.1M | 29.8K | 0.7% | ▼−0.5% Reduced · −139 sh | |
| 33 | NextEra Energy Inc COM | $7.4M | 84.9K | 0.6% | ▼−18% Reduced · −18K sh | |
| 34 | McDonalds Corp COM | $7.4M | 27.3K | 0.6% | ▼−9.0% Reduced · −3K sh | |
| 35 | TJX Cos Inc New COM | $7.4M | 48.6K | 0.6% | ▼−34% Reduced · −25K sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $7.1M | 14.2K | 0.6% | ▲+32% Added · +3K sh | |
| 37 | Ishares TR RUSSELL 2000 ETF | $7.0M | 23.3K | 0.6% | ▼−20% Reduced · −6K sh | |
| 38 | Ecolab Inc COM | $7.0M | 25.1K | 0.6% | ▼−24% Reduced · −8K sh | |
| 39 | Fortinet Inc COM | $6.9M | 44.8K | 0.6% | ▲New New position | |
| 40 | Chevron Corporation COM | $6.8M | 41.1K | 0.6% | ▼−16% Reduced · −8K sh | |
| 41 | Taiwan Semiconductor Manufac SPONSORED ADS | $6.7M | 13.9K | 0.5% | ▼−36% Reduced · −8K sh | |
| 42 | Pepsico Inc COM | $6.6M | 49.1K | 0.5% | ▼−3.7% Reduced · −2K sh | |
| 43 | Broadcom Inc COM | $6.5M | 17.2K | 0.5% | ▲+555% Added · +15K sh | |
| 44 | Lockheed Martin Corp COM | $6.4M | 12.5K | 0.5% | ▲+8.8% Added · +1K sh | |
| 45 | SPDR Gold TR GOLD SHS | $6.3M | 17.2K | 0.5% | ▼−23% Reduced · −5K sh | |
| 46 | Automatic Data Processing In COM | $6.0M | 26.8K | 0.5% | ▼−14% Reduced · −4K sh | |
| 47 | Costco Wholesale Corporation COM | $5.9M | 6.3K | 0.5% | ▼−27% Reduced · −2K sh | |
| 48 | Monster Beverage Corp New COM | $5.8M | 60.5K | 0.5% | ▼−35% Reduced · −33K sh | |
| 49 | Meta Platforms Inc CL A | $5.6M | 10.0K | 0.5% | ▲+24% Added · +2K sh | |
| 50 | Netflix Inc. COM | $5.6M | 78.1K | 0.5% | ▲+509% Added · +65K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1054646/holdings"
Use Arkolith to show CAPE COD FIVE CENTS SAVINGS BANK's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.