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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
65
5
2
3
2
1
43
8
3
CAPE COD FIVE CENTS SAVINGS BANK

Time Period2018-06-30

Total Holdings179

Total Value ($x1000)646,154
Activities
New12

Increased37

Unchanged21

Decreased109

Sold Out8

Top 10 Stock Holdingstotal 39.9%
IVV9.19

IJH6.99

IEFA5.92

VCIT3.56

SST3.04

 
IJR2.55

IEMG2.47

MSFT2.25

AAPL2.04

JNJ1.89

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.19%
CORE S&P500 ETF
IJH
6.99%
CORE S&P MCP ETF
IEFA
5.92%
CORE MSCI EAFE
VCIT
3.56%
INT-TERM CORP
SST
3.04%
SHRT TRSRY ETF
IJR
2.55%
CORE S&P SCP ETF
IEMG
2.47%
CORE MSCI EMKT
MSFT
2.25%
COM
AAPL
2.04%
COM
JNJ
1.89%
COM
HYG
1.81%
IBOXX HI YD ETF
IEUR
1.63%
CORE MSCI EURO
JPM
1.6%
COM
XOM
1.51%
COM
MMM
1.32%
COM
GOOG
1.31%
CAP STK CL C
HD
1.23%
COM
IWM
1.18%
RUSSELL 2000 ETF
XLE
1.15%
SBI INT-ENERGY
NKE
1.14%
CL B
SYK
1.11%
COM
AMGN
1.1%
COM
FLOT
1.08%
FLTG RATE BD ETF
CHD
1.05%
COM
INTC
1.04%
COM
USB
1.01%
COM NEW
ADBE
1%
COM
ITW
0.99%
COM
PEP
0.99%
COM
PG
0.96%
COM
CVX
0.96%
COM
ECL
0.91%
COM
NEE
0.85%
COM
V
0.85%
COM CL A
ACN
0.82%
SHS CLASS A
BRK.B
0.81%
CL B NEW
MCD
0.8%
COM
BBT
0.75%
COM
DIS
0.74%
COM DISNEY
VZ
0.74%
COM
ADP
0.71%
COM
T
0.71%
COM
TTC
0.69%
COM
SPGI
0.69%
COM
NSC
0.68%
COM
COST
0.61%
COM
RMD
0.61%
COM
UNH
0.57%
COM
BA
0.56%
COM
ABT
0.49%
COM
TXN
0.48%
COM
TSM
0.45%
SPONSORED ADR
EFA
0.45%
MSCI EAFE ETF
TROW
0.44%
COM
CMCSA
0.41%
CL A
LRY
0.41%
SH BEN INT
NTRS
0.41%
COM
VFC
0.41%
COM
ABBV
0.4%
COM
BP
0.4%
SPONSORED ADR
MNST
0.39%
COM
CSCO
0.38%
COM
UNP
0.38%
COM
MKC
0.37%
COM NON VTG
PFE
0.36%
COM
SCHW
0.36%
COM
CTSH
0.36%
CL A
TSCO
0.35%
COM
MA
0.35%
CL A
TRV
0.35%
COM
TXT
0.34%
COM
IBM
0.34%
COM
WEC
0.34%
COM
CERN
0.34%
COM
STT
0.33%
COM
MRK
0.32%
COM
RTN
0.32%
COM NEW
GE
0.32%
COM
SBUX
0.31%
COM
AXP
0.3%
COM
DWDP
0.28%
COM
HAS
0.27%
COM
SPY
0.27%
TR UNIT
MDY
0.25%
UTSER1 S&PDCRP
VIG
0.25%
DIV APP ETF
CHE
0.25%
COM
AFL
0.25%
COM
NVS
0.24%
SPONSORED ADR
UTX
0.23%
COM
COP
0.22%
COM
EQAL
0.21%
RUSEL 1000 EQL
AMAT
0.21%
COM
QCOM
0.2%
COM
PKG
0.2%
COM
BMY
0.2%
COM
IOO
0.19%
GLOBAL 100 ETF
GOOGL
0.18%
CAP STK CL A
AMZN
0.18%
COM
HAL
0.18%
COM
PX
0.17%
COM
VNQ
0.17%
REIT ETF
KO
0.17%
COM
PSX
0.16%
COM
TGT
0.16%
COM
AET
0.16%
COM
TD
0.15%
COM NEW
CL
0.15%
COM
IFF
0.15%
COM
HON
0.15%
COM
VAR
0.15%
COM
UN
0.14%
N Y SHS NEW
SO
0.13%
COM
EMR
0.11%
COM
LOW
0.11%
COM
RDS/A
0.11%
SPONS ADR A
CAT
0.1%
COM
BAC
0.1%
COM
GIS
0.1%
COM
ES
0.1%
COM
MO
0.08%
COM
ZMH
0.08%
COM
PM
0.08%
COM
SLB
0.08%
COM
ORCL
0.08%
COM
DHR
0.08%
COM
FBHS
0.07%
COM
NUE
0.07%
COM
IWR
0.07%
RUS MID-CAP ETF
KLD
0.07%
USA ESG SLCT ETF
ED
0.07%
COM
QQQ
0.07%
UNIT SER 1
IWF
0.07%
RUS 1000 GRW ETF
BK
0.07%
COM
LLY
0.07%
COM
PYPL
0.06%
COM
D
0.06%
COM
SDY
0.06%
S&P DIVID ETF
KMB
0.06%
COM
SYY
0.06%
COM
DGX
0.06%
COM
INTU
0.06%
COM
AGG
0.06%
CORE TOTUSBD ETF
WBA
0.06%
COM
IWD
0.06%
RUS 1000 VAL ETF
PETROFAC...
0.06%
REG SHS
ALL
0.06%
COM
IR
0.05%
SHS
MDT
0.05%
SHS
CSJ
0.05%
1-3 YR CR BD ETF
WTR
0.05%
COM
MDLZ
0.05%
CL A
EEM
0.05%
MSCI EMG MKT ETF
WFC
0.05%
COM
FB
0.05%
CL A
CNI
0.05%
COM
AEP
0.05%
COM
DOV
0.05%
COM
DE
0.05%
COM
CERA TEC...
0.04%
REG SHS
MS
0.04%
COM NEW
KMX
0.04%
COM
TMO
0.04%
COM
VTI
0.04%
TOTAL STK MKT
ESRX
0.04%
COM
HIFS
0.04%
COM
UPS
0.04%
CL B
BAX
0.04%
COM
GLENCORE...
0.04%
REG SHS
GS
0.04%
COM
KHC
0.04%
COM
GILD
0.04%
COM
LMT
0.04%
COM
PPG
0.03%
COM
WWW
0.03%
COM
BDX
0.03%
COM
WMT
0.03%
COM
CVS
0.03%
COM
OJSC OC ...
0.02%
REG SHS
GENEL EN...
0.01%
REG SHS
IEI
3.05%
3-7 YR TR BD ETF
EQAL
0.2%
1000 EQ WHT PT
QQQ
0.06%
UNIT SER 1
CELG
0.03%
COM
SEIC
0.03%
COM
GLD
0.03%
GOLD SHS
EBAY
0.03%
COM
GENEL EN...
0.01%
REG SHS