CAPE ANN SAVINGS BANK has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the bank's holdings across a broad spectrum of public companies and exchange-traded funds.
The report identifies Grace A. Brennan, a Trust Associate at the bank, as the authorized person responsible for the filing. The document provides a detailed list of individual stock positions and ETF holdings managed by the institution.
Major equity positions disclosed in the filing include Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Johnson & Johnson. The bank also holds significant shares in Berkshire Hathaway, Visa Inc., and Walmart Inc. In addition to individual stocks, the portfolio includes various exchange-traded funds, such as the iShares Core S&P Mid-Cap 400 ETF, the iShares Core S&P Small-Cap ETF, and the Vanguard Short Term Treasury ETF.
The filing serves as a public record of the firm's equity holdings as of the specified date.
