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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 13 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KTOS Kratos Defense & Security Solutions Inc Industrials 175.0 $9K 0.01% $49.86 +6.3%
242 MRNA Moderna Inc Healthcare 121.0 $8K 0.01% $70.03 +98.5%
243 PANW Palo Alto Networks Inc Technology 24.0 $8K 0.01% $341.00 +10.4%
244 B Barrick Mining Corp. ADR Basic Materials 202.0 $7K 0.01% -70.0 -25.7% $36.73 +29.0%
245 RKLB Rocket Lab Corp. Industrials 70.0 $7K 0.01% $101.66 -34.8%
246 WY Weyerhaeuser Co. Real Estate 293.0 $7K 0.01% NEW $23.94 +0.2%
247 VST Vistra Corp Utilities 44.0 $7K 0.01% $158.64 -12.7%
248 PII Polaris Industries Inc Consumer Cyclical 100.0 $7K 0.01% $68.44 -6.2%
249 ICLN iShares Global Clean Energy ETF 279.0 $6K 0.01% -149.0 -34.8% $20.49 -13.0%
250 AVAV Aerovironment Inc Industrials 31.0 $5K 0.00% $165.06 -10.7%
251 HTD John Hancock Tax-Adv Dividend Inc Fund Financial Services 200.0 $5K 0.00% $25.49 -0.8%
252 HTGC Hercules Capital Inc Financial Services 315.0 $5K 0.00% NEW $15.77 +11.8%
253 NNE Nano Nuclear Energy Inc. Industrials 225.0 $5K 0.00% $21.14 -9.0%
254 ITRI Itron Inc Technology 51.0 $4K 0.00% $86.53 +14.6%
255 QBTS D-Wave Quantum Inc Technology 171.0 $4K 0.00% $23.99 -24.7%
256 SNPS Synopsys Inc Technology 9.0 $4K 0.00% $446.11 +2.5%
257 Leidos Holdings Inc 38.0 $4K 0.00% $102.97
258 MP Mp Materials Corporation Basic Materials 68.0 $4K 0.00% $56.01 +4.3%
259 IONQ IonQ Inc Technology 70.0 $4K 0.00% $53.26 -20.5%
260 MELI Mercadolibre Inc. Consumer Cyclical 2.0 $3K 0.00% $1697.50 +14.1%
Page 13 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%