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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 4 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORP Energy 20,578.0 $3.4M 0.35% — — $165.76 +23.3%
62 RTX RTX CORP Industrials 17,792.0 $3.4M 0.35% — — $189.73 -0.2%
63 JKHY JACK HENRY AND ASSOCIATES INC Technology 22,446.0 $3.1M 0.32% -2K -7.8% $137.74 +7.3%
64 DKS DICK'S SPORTING GOODS INC Consumer Cyclical 13,483.0 $3.1M 0.32% +1K +8.7% $226.81 -39.8%
65 VTI VANGUARD INDEX TRUST TOTAL STK MKT — 8,256.0 $3.1M 0.32% +259.0 +3.2% $370.04 +2.6%
66 GLD SPDR GOLD TRUST Financial Services 8,184.0 $3.0M 0.31% -93.0 -1.1% $368.38 +6.8%
67 JPM J P MORGAN CHASE & COMPANY Financial Services 8,729.0 $2.9M 0.30% +555.0 +6.8% $327.33 +4.8%
68 BND VANGUARD TOTAL BOND MKT INDEX ETF — 31,501.0 $2.3M 0.24% -323.0 -1.0% $73.41 -3.8%
69 SPHQ INVESCO EXCHANGE TRADED FD TR — 24,088.0 $2.2M 0.23% +6K +29.7% $90.10 -5.7%
70 UNP UNION PACIFIC CORPORATION Industrials 7,649.0 $2.1M 0.22% +153.0 +2.0% $272.00 +0.7%
71 GE GE AEROSPACE Industrials 5,348.0 $2.0M 0.21% +302.0 +6.0% $373.76 -12.5%
72 VB VANGUARD SMALLCAP ETF — 6,229.0 $1.9M 0.20% +2K +41.6% $303.12 -4.4%
73 NOC NORTHROP GRUMMAN CORP Industrials 3,428.0 $1.7M 0.18% -60.0 -1.7% $509.31 +0.2%
74 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 9,488.0 $1.7M 0.18% +80.0 +0.8% $180.91 +5.3%
75 VCIT Vanguard Intermediate Term Corporate Bond Etf — 20,319.0 $1.7M 0.17% -1K -6.2% $82.65 -4.6%
76 PFF ISHARES TRUST PREF & INC SECURITIES ETF — 48,607.0 $1.5M 0.15% -4K -7.5% $30.49 -2.2%
77 CSX CSX CORP Industrials 30,964.0 $1.5M 0.15% — — $47.53 -1.6%
78 PAYX PAYCHEX INC Industrials 14,746.0 $1.4M 0.15% -694.0 -4.5% $98.33 +3.1%
79 CI THE CIGNA GROUP Healthcare 5,237.0 $1.4M 0.15% -94.0 -1.8% $275.68 -1.3%
80 VO VANGUARD MID-CAP ETF — 17,761.0 $1.4M 0.15% +14K +326.5% $80.57 -0.7%
Page 4 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%