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Portfolio (Quarterly) Guide ↗

Bath Savings Trust Co

· CIK 0001384943
13F Portfolio $965M AUM 278 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 53 Added 68 Reduced 6 Exited
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACN ACCENTURE PLC IRELAND SHS CL A Technology 9,230.0 $1.1M 0.12% -4K -32.3% $124.44 +41.5%
42 MKC MCCORMICK & CO INC NON-VOTING Consumer Defensive 21,074.0 $1.1M 0.11% -95K -81.9% $50.42 -4.9%
43 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,104.0 $1.1M 0.11% -303.0 -12.6% $501.36 +34.6%
44 TSLA TESLA INC Consumer Cyclical 2,416.0 $1.0M 0.10% -596.0 -19.8% $420.60 -11.5%
45 SBUX STARBUCKS CORP Consumer Cyclical 9,827.0 $1.0M 0.10% -50.0 -0.5% $102.19 -7.2%
46 VZ VERIZON COMMUNICATIONS Communication Services 22,066.0 $934K 0.10% -1K -5.4% $42.34 +11.2%
47 HSY HERSHEY COMPANY Consumer Defensive 4,705.0 $825K 0.09% -535.0 -10.2% $175.45 -5.2%
48 CSL CARLISLE COS INC Industrials 2,058.0 $747K 0.08% -70.0 -3.3% $362.75 -10.0%
49 WMT WALMART INC Consumer Defensive 6,516.0 $738K 0.08% -50.0 -0.8% $113.26 -4.7%
50 EW EDWARDS LIFESCIENCES CORP Healthcare 8,055.0 $729K 0.07% -310.0 -3.7% $90.46 -4.6%
51 TT TRANE TECHNOLOGIES PLC Industrials 1,322.0 $649K 0.07% -14.0 -1.1% $490.79 -7.4%
52 T AT&T INC Communication Services 28,168.0 $583K 0.06% -503.0 -1.8% $20.70 +22.7%
53 INTC INTEL CORPORATION Technology 4,000.0 $559K 0.06% -2K -27.3% $139.63 -11.9%
54 WEX WEX INC Technology 3,467.0 $489K 0.05% -650.0 -15.8% $141.09 +26.4%
55 ITW ILLINOIS TOOL WORKS, INC. Industrials 1,749.0 $473K 0.05% -20.0 -1.1% $270.47 +1.4%
56 IWM ISHARES RUSSELL 2000 INDEX FUND — 1,498.0 $450K 0.05% -33.0 -2.2% $300.45 -6.2%
57 TIP ISHARES BARCLAYS TIPS BOND FUND — 4,085.0 $447K 0.05% -950.0 -18.9% $109.43 -4.5%
58 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 13,865.0 $438K 0.04% -3K -19.2% $31.61 +2.1%
59 NVO NOVO NORDISK A/S ADR Healthcare 8,257.0 $396K 0.04% -993.0 -10.7% $47.94 -19.1%
60 META META PLATFORMS INC CL A Communication Services 564.0 $318K 0.03% -44.0 -7.2% $563.29 +33.4%
Page 3 of 4  ·  68 positions

① 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 22.5%
Healthcare 15.3%
Consumer Cyclical 14.3%
Industrials 10.7%
Financial Services 9.3%
Consumer Defensive 8.3%
Communication Services 8.0%
Basic Materials 4.5%
Utilities 3.2%
Energy 2.8%