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Portfolio (Quarterly) Guide ↗

Bangor Savings Bank

· CIK 0001352675
13F Portfolio $1.4B AUM 711 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 86 Added 161 Reduced 25 Exited
Page 4 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVS NOVARTIS AG Healthcare 5,752.0 $901K 0.07% -419.0 -6.8% $156.72 +1.4%
62 MTB M & T BK CORP Financial Services 3,757.0 $894K 0.07% -102.0 -2.6% $238.01 +1.0%
63 XLP SELECT SECTOR SPDR TR 9,643.0 $801K 0.06% -670.0 -6.5% $83.07 +3.5%
64 HII HUNTINGTON INGALLS INDS INC Industrials 2,842.0 $795K 0.06% -103.0 -3.5% $279.89 +6.5%
65 NFLX NETFLIX INC. Communication Services 11,009.0 $786K 0.06% -209.0 -1.9% $71.40 +11.5%
66 IDXX IDEXX LABS INC Healthcare 1,410.0 $742K 0.06% -92.0 -6.1% $526.44 +5.8%
67 TSN TYSON FOODS INC Consumer Defensive 12,891.0 $738K 0.05% -451.0 -3.4% $57.25 +2.1%
68 NEM NEWMONT CORP Basic Materials 7,867.0 $735K 0.05% -577.0 -6.8% $93.40 +40.9%
69 AON AON PLC Financial Services 2,202.0 $730K 0.05% -21.0 -0.9% $331.69 +7.1%
70 MDT MEDTRONIC PLC Healthcare 9,254.0 $724K 0.05% -210.0 -2.2% $78.23 +19.3%
71 IGIB ISHARES TR 13,492.0 $717K 0.05% -2K -14.3% $53.17 -1.9%
72 INTC INTEL CORP Technology 5,019.0 $701K 0.05% -525.0 -9.5% $139.63 -35.5%
73 ACN ACCENTURE PLC IRELAND Technology 5,601.0 $697K 0.05% -350.0 -5.9% $124.44 +48.9%
74 TGT TARGET CORP Consumer Defensive 5,133.0 $670K 0.05% -358.0 -6.5% $130.61 +26.7%
75 COHR COHERENT CORP Technology 1,666.0 $657K 0.05% -62.0 -3.6% $394.47 -26.6%
76 CVX CHEVRON CORPORATION Energy 3,916.0 $649K 0.05% -154.0 -3.8% $165.76 +23.8%
77 VNQ VANGUARD INDEX FDS 6,478.0 $625K 0.05% -150.0 -2.3% $96.43 +2.1%
78 IEI ISHARES TR 5,227.0 $614K 0.04% -639.0 -10.9% $117.45 -0.9%
79 RPM RPM INTL INC Basic Materials 5,276.0 $586K 0.04% -80.0 -1.5% $111.15 -2.3%
80 ETN EATON CORP PLC Industrials 1,366.0 $582K 0.04% -60.0 -4.2% $426.12 -1.6%
Page 4 of 9  ·  161 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 29.1%
Technology 26.1%
Healthcare 11.2%
Industrials 8.6%
Communication Services 6.1%
Consumer Cyclical 5.2%
Energy 5.0%
Consumer Defensive 4.7%
Utilities 2.4%
Basic Materials 0.9%