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Portfolio (Quarterly) Guide ↗

Kennebec Savings Bank

· CIK 0002043536
13F Portfolio $125M AUM 284 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 41 New 71 Added 49 Reduced 6 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AES AES Corporation Utilities 2,000.0 $29K 0.02% NEW $14.66 +0.4%
22 CPB Campbell Soup Co. Consumer Defensive 1,300.0 $29K 0.02% NEW $22.27 +4.7%
23 FE FirstEnergy Corp. Utilities 600.0 $29K 0.02% NEW $47.54 -3.0%
24 HQH Aberdeen Abrdn Healthcare Investors Financial Services 1,287.0 $28K 0.02% NEW $21.98 +5.9%
25 LNC Lincoln Natl Corp Financial Services 700.0 $25K 0.02% NEW $35.35 +23.1%
26 COF Capital One Financial Corp Financial Services 113.0 $23K 0.02% NEW $200.62 +8.3%
27 RIO Rio Tinto Plc ADR Basic Materials 200.0 $19K 0.01% NEW $94.93 +10.2%
28 NUE Nucor Corp. Basic Materials 78.0 $17K 0.01% NEW $222.76 +12.8%
29 AZN Astrazeneca PLC ADR Healthcare 65.0 $12K 0.01% NEW $186.92 -11.9%
30 ETD Ethan Allen Interiors, Inc. Consumer Cyclical 500.0 $11K 0.01% NEW $22.34 +5.0%
31 BP BP PLC Energy 300.0 $11K 0.01% NEW $36.95 +13.7%
32 MLPX Global X Funds MLP & Energy Infrastructure ETF 126.0 $9K 0.01% NEW $73.66 +1.3%
33 EQH Equitable Holdings Inc Financial Services 200.0 $9K 0.01% NEW $43.88 +13.1%
34 WY Weyerhaeuser Co. Real Estate 293.0 $7K 0.01% NEW $23.94 +0.2%
35 HTGC Hercules Capital Inc Financial Services 315.0 $5K 0.00% NEW $15.77 +11.8%
36 NBXG Neuberger Berman Next Generation Connectivity Fund Inc Financial Services 200.0 $3K 0.00% NEW $16.54 -7.9%
37 VFLO VictoryShares Free Cash Flow ETF 69.0 $3K 0.00% NEW $45.75 +21.1%
38 DIA Spdr Dow Jones Industrial Average ETF Trust Financial Services 5.0 $3K 0.00% NEW $522.40 +2.5%
39 URNM Sprott Uranium Miners ETF 43.0 $2K 0.00% NEW $52.58 +15.4%
40 BKSY Blacksky Technology Inc Ordinary Shares - Class A Technology 77.0 $2K 0.00% NEW $27.92 -10.5%
Page 2 of 3  ·  41 positions

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 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%