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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 14 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NBXG Neuberger Berman Next Generation Connectivity Fund Inc Financial Services 200.0 $3K 0.00% NEW $16.54 -7.9%
262 VFLO VictoryShares Free Cash Flow ETF 69.0 $3K 0.00% NEW $45.75 +21.1%
263 PBW Invesco WilderHill Clean Energy ETF 77.0 $3K 0.00% $39.01 -16.0%
264 VOE Vanguard Mid-Cap Value ETF 15.0 $3K 0.00% $197.60 +5.6%
265 ASTS AST Spacemobile Inc Technology 32.0 $3K 0.00% $88.88 -30.9%
266 F Ford Motor Co Consumer Cyclical 200.0 $3K 0.00% -45.0 -18.4% $13.90 +1.1%
267 MAT Mattel Inc Consumer Cyclical 197.0 $3K 0.00% $13.88 +7.8%
268 DIA Spdr Dow Jones Industrial Average ETF Trust Financial Services 5.0 $3K 0.00% NEW $522.40 +2.5%
269 NOW Servicenow Inc Technology 25.0 $2K 0.00% $99.28 +36.7%
270 TT Trane Technologies Plc ADR Industrials 5.0 $2K 0.00% $491.20 -7.0%
271 JSTC Tidal Trust I Global ETF 104.0 $2K 0.00% $22.88 +1.2%
272 URNM Sprott Uranium Miners ETF 43.0 $2K 0.00% NEW $52.58 +15.4%
273 GE GE Aerospace Industrials 6.0 $2K 0.00% $373.67 -7.3%
274 BKSY Blacksky Technology Inc Ordinary Shares - Class A Technology 77.0 $2K 0.00% NEW $27.92 -10.5%
275 XYL Xylem Inc Industrials 16.0 $2K 0.00% $118.19 -5.0%
276 RGTI Rigetti Computing Inc Technology 97.0 $2K 0.00% $19.32 -14.7%
277 OKLO Oklo Inc. Ordinary Shares - Class A Utilities 35.0 $2K 0.00% $52.34 -18.2%
278 MKC McCormick & Co Inc Consumer Defensive 32.0 $2K 0.00% -565.0 -94.6% $50.41 +8.0%
279 SBRA Sabra Healthcare REIT Real Estate 80.0 $2K 0.00% $19.51 +6.2%
280 RIVN Rivian Automotive Inc Cl A Consumer Cyclical 50.0 $868.0 0.00% $17.36 -3.9%
Page 14 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%