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Portfolio (Quarterly) Guide ↗

Kennebec Savings Bank

· CIK 0002043536
13F Portfolio $111M AUM 249 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 42 Added 57 Reduced 7 Exited
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META Meta Platforms Inc Cl A Communication Services 1,368.0 $783K 0.70% -65.0 -4.5% $572.13 +6.2%
22 IJR iShares Core S&P Small-Cap ETF 6,017.0 $748K 0.67% -238.0 -3.8% $124.31 +9.6%
23 ADP Automatic Data Processing Inc. Industrials 3,277.0 $666K 0.60% -180.0 -5.2% $203.18 +8.3%
24 MS Morgan Stanley Financial Services 3,887.0 $640K 0.57% -28.0 -0.7% $164.57 +21.8%
25 ENB Enbridge Inc. ADR Energy 11,223.0 $608K 0.55% -135.0 -1.2% $54.14 +6.7%
26 TRP TC Energy Corp ADR Energy 9,687.0 $606K 0.54% -167.0 -1.7% $62.60 +12.0%
27 DHR Danaher Corp. Healthcare 3,050.0 $578K 0.52% -298.0 -8.9% $189.60 -8.6%
28 IEFA IShares Core MSCI EAFE ETF 6,256.0 $566K 0.51% -196.0 -3.0% $90.53 +7.5%
29 FITB Fifth Third Bancorp Financial Services 11,391.0 $529K 0.47% -134.0 -1.2% $46.46 +5.8%
30 VNQ Vanguard Real Estate ETF 5,831.0 $517K 0.46% -2K -27.3% $88.70 +9.0%
31 TFC Truist Financial Corporation Financial Services 10,701.0 $492K 0.44% -62.0 -0.6% $45.97 +4.4%
32 IEMG iShares Core MSCI Emerging Markets ETF 6,221.0 $434K 0.39% -189.0 -3.0% $69.75 +15.5%
33 PRU Prudential Financial Inc. Financial Services 4,180.0 $408K 0.37% -133.0 -3.1% $97.69 +5.7%
34 BIV Vanguard Interm-Term Bond ETF 4,967.0 $383K 0.34% -12K -71.5% $77.18 -1.2%
35 HAS Hasbro Inc. Consumer Cyclical 3,516.0 $329K 0.29% -43.0 -1.2% $93.60 -3.8%
36 SNA Snap-on, Inc. Industrials 777.0 $282K 0.25% -6.0 -0.8% $363.22 -0.9%
37 VOO Vanguard S&P 500 ETF 415.0 $248K 0.22% -899.0 -68.4% $597.55 +14.3%
38 DFAS Dimensional US Small Cap ETF 2,744.0 $195K 0.17% -44.0 -1.6% $71.13 +8.1%
39 AVEM Avantis Emerging Markets Equity ETF 2,055.0 $166K 0.15% -182.0 -8.1% $80.58 +15.5%
40 SCHV Schwab US Large Cap Value ETF 4,531.0 $138K 0.12% -3K -42.8% $30.50 +8.2%
Page 2 of 3  ·  57 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 24.7%
Financial Services 14.6%
Industrials 11.6%
Healthcare 10.7%
Consumer Cyclical 9.1%
Consumer Defensive 8.5%
Energy 7.7%
Communication Services 7.1%
Basic Materials 2.0%
Real Estate 2.0%