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Portfolio (Quarterly) Guide ↗

Bangor Savings Bank

· CIK 0001352675
13F Portfolio $1.3B AUM 711 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 55 Added 197 Reduced 82 Exited
Page 14 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NSC NORFOLK SOUTHN CORP Industrials 250.0 $72K 0.01% $287.00 +15.4%
262 VCR VANGUARD WORLD FD 199.0 $71K 0.01% $359.03 +8.3%
263 PGX INVESCO EXCH TRADED FD TR II 6,500.0 $71K 0.01% $10.88 -0.8%
264 BDX BECTON DICKINSON & CO Healthcare 443.0 $70K 0.01% $157.23 -2.2%
265 VCSH VANGUARD SCOTTSDALE FDS 875.0 $69K 0.01% -97.0 -10.0% $79.27 -0.9%
266 CIBR FIRST TR EXCHANGE-TRADED FD 1,100.0 $69K 0.01% $62.68 +44.5%
267 WDFC WD 40 CO Basic Materials 338.0 $69K 0.01% -13.0 -3.7% $203.94 +16.6%
268 CTVA CORTEVA INC Basic Materials 818.0 $68K 0.01% $83.71 +3.9%
269 CLX CLOROX CO DEL Consumer Defensive 660.0 $68K 0.01% $103.63 -7.7%
270 CHD CHURCH & DWIGHT CO INC Consumer Defensive 730.0 $68K 0.01% -29.0 -3.8% $93.32 +2.6%
271 IWS ISHARES TR 466.0 $68K 0.01% $145.74 +13.4%
272 B BARRICK MNG CORP Basic Materials 1,662.0 $68K 0.01% +95.0 +6.1% $40.79 -10.8%
273 EFV ISHARES TR 891.0 $66K 0.01% $74.35 +6.2%
274 ICLR ICON PLC Healthcare 598.0 $66K 0.01% -4K -87.9% $110.66 +50.6%
275 D DOMINION ENERGY INC Utilities 1,064.0 $66K 0.01% -484.0 -31.3% $61.82 +13.0%
276 CAC CAMDEN NATL CORP Financial Services 1,385.0 $66K 0.01% -7K -83.3% $47.45 +14.3%
277 NWFL NORWOOD FINANCIAL CORP Financial Services 2,221.0 $65K 0.01% +22.0 +1.0% $29.43 +5.2%
278 CVS CVS HEALTH CORP Healthcare 905.0 $65K 0.01% $71.82 +54.0%
279 IWN ISHARES TR 337.0 $64K 0.01% $189.59 +17.6%
280 URI UNITED RENTALS INC Industrials 86.0 $63K 0.01% $728.56 +39.1%
Page 14 of 28  ·  542 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
Financial Services 31.6%
Technology 20.9%
Healthcare 10.4%
Communication Services 8.5%
Industrials 8.5%
Consumer Cyclical 5.5%
Consumer Defensive 5.2%
Energy 5.2%
Utilities 2.5%
Basic Materials 1.0%