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Portfolio (Quarterly) Guide ↗

Bangor Savings Bank

· CIK 0001352675
13F Portfolio $1.3B AUM 711 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 55 Added 197 Reduced 82 Exited
Page 10 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TEL TE CONNECTIVITY PLC Technology 51.0 $11K 0.00% -10.0 -16.4% $209.02 -0.1%
182 SBUX STARBUCKS CORP Consumer Cyclical 106.0 $9K 0.00% -79.0 -42.7% $89.59 +14.0%
183 BSX BOSTON SCIENTIFIC CORP Healthcare 150.0 $9K 0.00% -142.0 -48.6% $62.75 -19.6%
184 NGG NATIONAL GRID PLC Utilities 100.0 $8K 0.00% -176.0 -63.8% $84.60 +1.4%
185 ILMN ILLUMINA INC Healthcare 65.0 $8K 0.00% -14.0 -17.7% $123.26 +21.8%
186 PATH UIPATH INC Technology 655.0 $7K 0.00% -50.0 -7.1% $11.10 +0.5%
187 DLR DIGITAL RLTY TR INC Real Estate 40.0 $7K 0.00% -22.0 -35.5% $180.20 +6.4%
188 PYPL PAYPAL HLDGS INC Financial Services 158.0 $7K 0.00% -105.0 -39.9% $45.23 -3.2%
189 SONY SONY GROUP CORP Technology 280.0 $6K -417.0 -59.8% $20.70 +5.6%
190 MKTX MARKETAXESS HLDGS INC Financial Services 32.0 $5K -107.0 -77.0% $164.97 -20.6%
191 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 57.0 $5K -100.0 -63.7% $80.56 -16.0%
192 EXC EXELON CORP Utilities 90.0 $4K -10.0 -10.0% $49.02 -5.8%
193 MP MP MATERIALS CORP Basic Materials 75.0 $4K -63.0 -45.6% $48.27 +35.1%
194 GSK GSK PLC Healthcare 57.0 $3K -634.0 -91.8% $55.19 -6.5%
195 ESTC ELASTIC N V Technology 55.0 $3K -1K -96.4% $49.98 +7.9%
196 VCIT VANGUARD SCOTTSDALE FDS 32.0 $3K -63.0 -66.3% $82.75 -0.2%
197 NXPI NXP SEMICONDUCTORS N V Technology 7.0 $1K -14.0 -66.7% $196.86 +67.2%
Page 10 of 10  ·  197 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.6%
Technology 20.9%
Healthcare 10.4%
Communication Services 8.5%
Industrials 8.5%
Consumer Cyclical 5.5%
Consumer Defensive 5.2%
Energy 5.2%
Utilities 2.5%
Basic Materials 1.0%