Portfolio (Quarterly)
Guide ↗
Kennebec Savings Bank
· CIK 0002043536| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | Honeywell Intl Inc. | Industrials | 5,567 | $1.3M | 1.13% | SOLD |
| 2 | APH | Amphenol | Technology | 779 | $98K | 0.09% | SOLD |
| 3 | SCHR | Schwab Intermediate Term US Treasury ETF | — | 223 | $6K | 0.01% | SOLD |
| 4 | CNRG | SPDR S&P Kensho Clean Power ETF | — | 34 | $3K | 0.00% | SOLD |
| 5 | NSC | Norfolk Southern Corp | Industrials | 7 | $2K | 0.00% | SOLD |
| 6 | — | South Bow Corp. ADR | — | 20 | $666.0 | 0.00% | SOLD |
Sector Allocation
Technology
27.3%
Financial Services
15.8%
Industrials
11.5%
Healthcare
10.2%
Consumer Cyclical
9.1%
Consumer Defensive
8.3%
Communication Services
6.4%
Energy
6.3%
Utilities
1.8%
Real Estate
1.8%