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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  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX Chevron Corp. Energy 3,895.0 $646K 0.52% -65.0 -1.6% $165.76 +19.7%
22 FITB Fifth Third Bancorp Financial Services 11,277.0 $636K 0.51% -114.0 -1.0% $56.37 -3.0%
23 TRP TC Energy Corp ADR Energy 9,159.0 $607K 0.49% -528.0 -5.5% $66.29 -6.4%
24 ENB Enbridge Inc. ADR Energy 10,493.0 $569K 0.46% -730.0 -6.5% $54.21 -8.2%
25 TFC Truist Financial Corporation Financial Services 10,639.0 $530K 0.42% -62.0 -0.6% $49.82 +1.0%
26 TGT Target Corp Consumer Defensive 4,033.0 $527K 0.42% -197.0 -4.7% $130.61 +27.8%
27 IEMG iShares Core MSCI Emerging Markets ETF 6,159.0 $510K 0.41% -62.0 -1.0% $82.84 -0.7%
28 APD Air Products & Chemicals Inc. Basic Materials 1,718.0 $504K 0.40% -22.0 -1.3% $293.18 +4.5%
29 AEP American Elec Pwr Inc. Utilities 3,676.0 $503K 0.40% -80.0 -2.1% $136.81 -10.5%
30 PRU Prudential Financial Inc. Financial Services 4,149.0 $448K 0.36% -31.0 -0.7% $107.93 +11.3%
31 SUSA iShares Esg Optimized MSCI USA ETF 2,260.0 $349K 0.28% -47.0 -2.0% $154.30 +3.3%
32 SNA Snap-on, Inc. Industrials 766.0 $308K 0.25% -11.0 -1.4% $402.40 -1.3%
33 HAS Hasbro Inc. Consumer Cyclical 3,462.0 $286K 0.23% -54.0 -1.5% $82.59 +14.5%
34 DUK Duke Energy Corp Utilities 2,239.0 $283K 0.23% -40.0 -1.8% $126.58 -4.7%
35 DFAS Dimensional US Small Cap ETF 2,682.0 $221K 0.18% -62.0 -2.3% $82.34 +0.6%
36 BIV Vanguard Interm-Term Bond ETF 2,412.0 $185K 0.15% -3K -51.4% $76.70 -1.2%
37 SCHV Schwab US Large Cap Value ETF 4,314.0 $150K 0.12% -217.0 -4.8% $34.81 -0.1%
38 SLYV State Street SPDR S&P 600 Small Cap Value ETF 1,179.0 $129K 0.10% -40.0 -3.3% $109.11 +1.0%
39 DON Wisdomtree U.S. Midcap Dividend Fund ETF 1,418.0 $80K 0.06% -531.0 -27.2% $56.52 +2.7%
40 SCHD Schwab US Dividend Equity ETF 1,671.0 $53K 0.04% -172.0 -9.3% $31.71 +10.2%
Page 2 of 3  ·  49 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%