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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 12 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NUE Nucor Corp. Basic Materials 78.0 $17K 0.01% NEW $222.76 +12.8%
222 LQD iShares iBoxx Invest Grade Corp. Bd ETF 156.0 $17K 0.01% $109.07 -2.1%
223 PABU iShares Paris- Aligned Climate Optimized MSCI USA ETF 214.0 $16K 0.01% $76.19 +4.6%
224 IBDR iShares iBonds Dec 2026 Term Corporate ETF 665.0 $16K 0.01% $24.23 +0.0%
225 CI Cigna Group Healthcare 58.0 $16K 0.01% $275.67 +1.5%
226 CMCSA Comcast Corp CL A Communication Services 584.0 $14K 0.01% $24.55 +8.5%
227 MRVL Marvell Technology Inc Technology 48.0 $14K 0.01% $297.90 -18.0%
228 IJH IShares Core S&P Midcap ETF 170.0 $13K 0.01% $77.11 -0.5%
229 GIS General Mills Inc Consumer Defensive 357.0 $12K 0.01% $34.80 +16.7%
230 AZN Astrazeneca PLC ADR Healthcare 65.0 $12K 0.01% NEW $186.92 -11.9%
231 WDC Western Digital Corp. Technology 19.0 $12K 0.01% $638.74 -29.3%
232 ETD Ethan Allen Interiors, Inc. Consumer Cyclical 500.0 $11K 0.01% NEW $22.34 +5.7%
233 BP BP PLC Energy 300.0 $11K 0.01% NEW $36.95 +14.0%
234 D Dominion Energy Inc. Utilities 160.0 $11K 0.01% $68.29 -2.6%
235 FISV Fiserv, Inc. Technology 220.0 $11K 0.01% $49.05 +7.5%
236 ED Consolidated Edison, Inc. Utilities 94.0 $10K 0.01% $110.63 -3.5%
237 TLN Talen Energy Corp Utilities 27.0 $10K 0.01% $384.26 -20.3%
238 AXP American Express Co Financial Services 29.0 $10K 0.01% $338.24 -1.5%
239 MLPX Global X Funds MLP & Energy Infrastructure ETF 126.0 $9K 0.01% NEW $73.66 +2.4%
240 EQH Equitable Holdings Inc Financial Services 200.0 $9K 0.01% NEW $43.88 +13.6%
Page 12 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%