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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 6 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VBR Vanguard Small-Cap Value ETF 817.0 $199K 0.16% $242.99 +2.4%
102 VWO Vanguard FTSE Emerging Markets ETF 3,269.0 $195K 0.16% $59.69 +2.2%
103 IWF iShares Russell 1000 Growth Index ETF 1,552.0 $193K 0.15% +1K +300.0% $124.17 -0.2%
104 BIV Vanguard Interm-Term Bond ETF 2,412.0 $185K 0.15% -3K -51.4% $76.70 -1.2%
105 BDX Becton Dickinson & Co Healthcare 1,185.0 $179K 0.14% +795.0 +203.8% $151.33 +25.1%
106 SCHG Schwab US Large-Cap Growth ETF 5,248.0 $178K 0.14% $33.84 +6.1%
107 AMAT Applied Materials Inc. Technology 236.0 $171K 0.14% +43.0 +22.3% $723.00 -34.1%
108 AFL AFLAC Financial Services 1,400.0 $164K 0.13% +1K +250.0% $117.25 -0.2%
109 KMB Kimberly Clark Corp Consumer Defensive 1,439.0 $158K 0.13% +1K +3589.7% $109.77 +0.1%
110 UNH UnitedHealth Group Inc. Healthcare 370.0 $154K 0.12% $415.63 -4.8%
111 SCHV Schwab US Large Cap Value ETF 4,314.0 $150K 0.12% -217.0 -4.8% $34.81 -0.0%
112 ESGD iShares ESG Aware MSCI EAFE ETF 1,365.0 $140K 0.11% $102.81 +4.0%
113 GVI iShares Barclays Interm Govt/Credit Bond ETF 1,313.0 $139K 0.11% +8.0 +0.6% $106.10 -0.5%
114 CL Colgate Palmolive Co Consumer Defensive 1,482.0 $136K 0.11% +609.0 +69.8% $91.68 -0.6%
115 VUG Vanguard Growth ETF 1,548.0 $133K 0.11% +1K +500.0% $86.14 +3.3%
116 TXN Texas Instruments Inc Technology 435.0 $130K 0.10% $298.07 -10.5%
117 DE Deere & Company Industrials 203.0 $129K 0.10% $634.33 -1.9%
118 SLYV State Street SPDR S&P 600 Small Cap Value ETF 1,179.0 $129K 0.10% -40.0 -3.3% $109.11 +1.0%
119 IDXX IDEXX Laboratories, Inc. Healthcare 239.0 $126K 0.10% $526.44 +3.0%
120 STT State Street Corp. Financial Services 700.0 $119K 0.10% NEW $169.60 +14.5%
Page 6 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%