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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 10 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SON Sonoco Products Co. Consumer Cyclical 600.0 $34K 0.03% $56.35 +0.6%
182 CNH Industrial NV ADR 3,000.0 $34K 0.03% NEW $11.23
183 WM Waste Management Inc. Industrials 150.0 $33K 0.03% $222.88 -2.3%
184 WTRG Essential Utilities Inc Ordinary Shares Utilities 848.0 $32K 0.03% $38.31 +5.8%
185 LKQ LKQ Corporation Consumer Cyclical 1,210.0 $32K 0.03% $26.33 -3.7%
186 PSTG Everpure Inc. Ordinary Shares - Class A 400.0 $32K 0.03% NEW $78.79
187 BAC Bank of America Corp. Financial Services 550.0 $31K 0.03% $56.98 +7.4%
188 Totalenergies SE Ordinary Shares ADR 400.0 $31K 0.03% NEW $77.67
189 IWM iShares Russell 2000 ETF 100.0 $30K 0.02% $300.45 -0.2%
190 ROK Rockwell Automation Corp Industrials 60.0 $30K 0.02% NEW $495.08 -12.5%
191 AES AES Corporation Utilities 2,000.0 $29K 0.02% NEW $14.66 +0.6%
192 CPB Campbell Soup Co. Consumer Defensive 1,300.0 $29K 0.02% NEW $22.27 +4.5%
193 DSI iShares ESG MSCI KLD 400 ETF 202.0 $29K 0.02% +13.0 +6.9% $142.39 +4.4%
194 FE FirstEnergy Corp. Utilities 600.0 $29K 0.02% NEW $47.54 -2.7%
195 HQH Aberdeen Abrdn Healthcare Investors Financial Services 1,287.0 $28K 0.02% NEW $21.98 +5.5%
196 BAH Booz Allen Hamilton Holdings Industrials 460.0 $28K 0.02% $60.67 +23.4%
197 VNQ Vanguard Real Estate ETF 284.0 $27K 0.02% -6K -95.1% $96.43 +1.3%
198 UPS United Parcel Service Inc. Industrials 246.0 $26K 0.02% $107.50 -1.7%
199 CVS CVS Health Corporation Healthcare 252.0 $26K 0.02% $103.45 -10.2%
200 LW Lamb Weston Holdings Inc Consumer Defensive 600.0 $26K 0.02% $43.18 +26.9%
Page 10 of 15  ·  284 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%