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Portfolio (Quarterly) Guide ↗

Bath Savings Trust Co

· CIK 0001384943
13F Portfolio $936M AUM 269 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 37 Added 89 Reduced 7 Exited
Page 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GD GENERAL DYNAMICS CORP Industrials 10,455.0 $3.6M 0.38% -138.0 -1.3% $343.22 -0.2%
42 SYY SYSCO CORPORATION Consumer Defensive 47,430.0 $3.4M 0.36% -2K -3.4% $71.33 +5.5%
43 GOOG ALPHABET INC CAP STK CL C Communication Services 11,669.0 $3.3M 0.36% -175.0 -1.5% $286.86 +34.2%
44 BERKSHIRE HATHAWAY INC DEL CL B 6,970.0 $3.3M 0.36% -80.0 -1.1% $479.20
45 ACN ACCENTURE PLC IRELAND SHS CL A Technology 13,632.0 $2.7M 0.29% -2K -10.6% $198.29 -11.1%
46 JPM J P MORGAN CHASE & COMPANY Financial Services 8,174.0 $2.4M 0.26% -2K -18.9% $294.16 +1.7%
47 FDS FACTSET RESEARCH SYSTEMS INC Financial Services 10,736.0 $2.3M 0.25% -8K -41.1% $216.99 +8.6%
48 UNP UNION PACIFIC CORPORATION Industrials 7,496.0 $1.8M 0.19% -130.0 -1.7% $242.62 +15.2%
49 AMT American Tower Corp Real Estate 9,754.0 $1.7M 0.18% -18K -64.4% $172.58 +7.2%
50 TRMB TRIMBLE INCORPORATED Technology 24,910.0 $1.6M 0.17% -216.0 -0.9% $65.23 -15.9%
51 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 9,408.0 $1.6M 0.17% -110.0 -1.2% $165.34 +10.1%
52 ULTA ULTA BEAUTY INC Consumer Cyclical 2,826.0 $1.5M 0.16% -30.0 -1.1% $522.71 -2.9%
53 GE General Electric Co Industrials 5,046.0 $1.4M 0.15% -415.0 -7.6% $283.79 +11.8%
54 PAYX PAYCHEX INC Industrials 15,440.0 $1.4M 0.15% -345.0 -2.2% $92.12 +2.5%
55 CSX CSX CORP Industrials 30,964.0 $1.3M 0.14% -557.0 -1.8% $41.05 +14.8%
56 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,407.0 $1.2M 0.13% -40.0 -1.6% $491.53 -7.2%
57 VZ VERIZON COMMUNICATIONS Communication Services 23,315.0 $1.2M 0.12% -2K -7.3% $50.20 -3.9%
58 HSY HERSHEY COMPANY Consumer Defensive 5,240.0 $1.1M 0.12% -335.0 -6.0% $207.89 -4.8%
59 IBM INTERNATIONAL BUSINESS MACHINE Technology 4,432.0 $1.1M 0.12% -25.0 -0.6% $242.36 +5.3%
60 ROST ROSS STORES INC Consumer Cyclical 4,845.0 $1.0M 0.11% -100.0 -2.0% $216.63 +7.8%
Page 3 of 5  ·  89 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
Technology 22.0%
Healthcare 15.3%
Consumer Cyclical 15.0%
Industrials 9.7%
Financial Services 9.2%
Consumer Defensive 9.2%
Communication Services 7.1%
Basic Materials 4.4%
Energy 3.5%
Utilities 3.3%