CAPE COD FIVE CENTS SAVINGS BANK
•CIK: 1054646•Filing: Q4 2025
**CAPE COD FIVE CENTS SAVINGS BANK** manages $1.1B across a diversified portfolio of 189 positions. The fund exhibits a notable tilt toward broad market exposure, evidenced by top holdings including IVV ($94.7M) and IJH ($64.4M). Significant allocations are also directed toward fixed income (VCIT at $60.2M) and international equities (IEFA at $46.9M). This structure suggests a core strategy balancing U.S. market breadth with tactical exposure across asset classes.
Total AUM
$1.1B
QoQ Performance
+0.0%
Positions
153
Top 10 Concentration
43.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IJH
VCIT
IVV8.7%
IJH5.9%
VCIT5.5%
IEFA4.3%
SPTS3.7%
IJR3.3%
AAPL3.2%
GLTR2.9%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other59.6%
Technology12.8%
ETF9.1%
Healthcare3.9%
Financial3.9%
Consumer3.7%
Industrial1.7%
Energy1.2%
Historical Filings
Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023