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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 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 22,751.0 $5.7M 0.59% +2K +11.8% $251.64 +5.1%
42 V VISA INC CL A Financial Services 16,047.0 $5.5M 0.57% -310.0 -1.9% $343.09 +7.1%
43 PG PROCTER & GAMBLE COMPANY Consumer Defensive 37,206.0 $5.5M 0.56% — — $146.64 -0.3%
44 ISRG INTUITIVE SURGICAL INC Healthcare 12,463.0 $5.0M 0.51% — — $397.68 +1.9%
45 CSCO CISCO SYSTEMS INC Technology 41,714.0 $4.9M 0.51% +11K +35.6% $117.46 -9.2%
46 ORLY O'REILLY AUTOMOTIVE Consumer Cyclical 52,759.0 $4.9M 0.50% -2K -3.8% $92.09 -6.5%
47 SNPS Synopsys Inc Technology 10,856.0 $4.8M 0.50% +670.0 +6.6% $446.07 -4.6%
48 ADI ANALOG DEVICES INC COM Technology 12,059.0 $4.8M 0.50% -95.0 -0.8% $397.17 -0.9%
49 VEA ETF VANGUARD FTSE DEVELOPED MARKETS — 61,077.0 $4.4M 0.45% +9K +17.6% $71.25 +0.8%
50 VXUS Vanguard Total International Stock Index Fund — 49,830.0 $4.3M 0.44% +912.0 +1.9% $85.49 +1.0%
51 GOOG ALPHABET INC CAP STK CL C — 11,912.0 $4.2M 0.44% +243.0 +2.1% $353.33 —
52 CAT CATERPILLAR INC Industrials 3,888.0 $4.1M 0.43% +703.0 +22.1% $1064.90 -22.8%
53 GD GENERAL DYNAMICS CORP Industrials 10,537.0 $3.7M 0.39% +82.0 +0.8% $354.24 -4.9%
54 BCPC BALCHEM CORPORATION Basic Materials 21,842.0 $3.7M 0.38% -4K -13.8% $168.95 -0.6%
55 SYY SYSCO CORPORATION Consumer Defensive 44,055.0 $3.7M 0.38% -3K -7.1% $83.58 -6.1%
56 — BERKSHIRE HATHAWAY INC DEL CL B — 7,105.0 $3.6M 0.37% +135.0 +1.9% $500.39 —
57 CTAS CINTAS CORPORATION Industrials 20,762.0 $3.5M 0.37% -1K -5.0% $170.08 +17.5%
58 SLV iShares Silver Trust Financial Services 65,035.0 $3.5M 0.36% +655.0 +1.0% $53.47 +8.7%
59 IVV ISHARES CORE S&P 500 ETF — 4,616.0 $3.5M 0.36% +674.0 +17.1% $748.89 +3.5%
60 VIG VANGUARD DIVIDEND APPRECIATION ETF — 14,546.0 $3.4M 0.36% +250.0 +1.8% $236.62 +0.4%
Page 3 of 9  ·  177 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%