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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 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DOW Dow Inc Basic Materials 1,443.0 $39K 0.03% -13K -90.1% $27.36 +10.9%
42 IVV IShares Core S&P 500 ETF 50.0 $37K 0.03% -4.0 -7.4% $748.90 +3.3%
43 VNQ Vanguard Real Estate ETF 284.0 $27K 0.02% -6K -95.1% $96.43 +1.7%
44 PYPL Paypal Holdings Inc Financial Services 544.0 $23K 0.02% -8K -94.0% $43.18 +43.1%
45 PHO Invesco Water Resources ETF 293.0 $20K 0.02% -427.0 -59.3% $69.08 +4.7%
46 B Barrick Mining Corp. ADR Basic Materials 202.0 $7K 0.01% -70.0 -25.7% $36.73 +29.0%
47 ICLN iShares Global Clean Energy ETF 279.0 $6K 0.01% -149.0 -34.8% $20.49 -13.0%
48 F Ford Motor Co Consumer Cyclical 200.0 $3K 0.00% -45.0 -18.4% $13.90 +1.1%
49 MKC McCormick & Co Inc Consumer Defensive 32.0 $2K 0.00% -565.0 -94.6% $50.41 +8.0%
Page 3 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%