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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 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 2,916.0 $986K 0.10% — — $338.25 -9.4%
102 DE JOHN DEERE & CO Industrials 1,473.0 $934K 0.10% — — $634.33 +8.7%
103 VZ VERIZON COMMUNICATIONS Communication Services 22,066.0 $934K 0.10% -1K -5.4% $42.34 +10.3%
104 MRK MERCK & CO INC Healthcare 7,227.0 $929K 0.10% +1K +26.1% $128.50 +15.7%
105 ATO ATMOS ENERGY CORPORATION Utilities 5,365.0 $924K 0.10% — — $172.27 -8.8%
106 VMC VULCAN MATLS CO Basic Materials 3,077.0 $908K 0.09% — — $295.01 -16.6%
107 MMM 3M COMPANY Industrials 5,250.0 $850K 0.09% — — $161.91 +4.7%
108 HSY HERSHEY COMPANY Consumer Defensive 4,705.0 $825K 0.09% -535.0 -10.2% $175.45 -6.3%
109 HON HONEYWELL INTL INC Industrials 3,664.0 $820K 0.09% +55.0 +1.5% $223.84 -5.5%
110 IJH ISHARES CORE S&P MID CAP — 10,448.0 $806K 0.08% +100.0 +1.0% $77.11 -6.1%
111 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 1,074.0 $802K 0.08% +21.0 +2.0% $746.77 +2.5%
112 AMAT APPLIED MATERIALS INC Technology 1,084.0 $784K 0.08% — — $723.00 -32.7%
113 MO ALTRIA GROUP INC Consumer Defensive 10,776.0 $775K 0.08% +100.0 +0.9% $71.95 -3.9%
114 CSL CARLISLE COS INC Industrials 2,058.0 $747K 0.08% -70.0 -3.3% $362.75 -10.0%
115 WMT WALMART INC Consumer Defensive 6,516.0 $738K 0.08% -50.0 -0.8% $113.26 -4.0%
116 EW EDWARDS LIFESCIENCES CORP Healthcare 8,055.0 $729K 0.07% -310.0 -3.7% $90.46 -4.0%
117 TT TRANE TECHNOLOGIES PLC Industrials 1,322.0 $649K 0.07% -14.0 -1.1% $490.79 -7.9%
118 NOBL ProShares S&P 500 Dividend Aristocrats ETF — 11,251.0 $632K 0.07% +6K +102.9% $56.16 -2.3%
119 AVGO BROADCOM INC Technology 1,580.0 $597K 0.06% +34.0 +2.2% $377.75 -7.5%
120 T AT&T INC Communication Services 28,168.0 $583K 0.06% -503.0 -1.8% $20.70 +20.3%
Page 6 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%