Long-term investor
Cape Ann Savings Bank @capeannsavingsbank
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000936938).
Record
- Tracked since 2025-06-30 (441 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +18.9% · all +18.9%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EFA · 11.0% · long · since 2025-06-30
- IJH · 9.6% · long · since 2025-06-30
- IVV · 5.4% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- IAU · 4.4% · long · since 2025-06-30
- VGSH · 3.9% · long · since 2025-06-30
- GOOGL · 3.5% · long · since 2025-06-30
- IJR · 2.8% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- JNJ · 2.2% · long · since 2025-06-30
- AMAT · 2.0% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30