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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 5 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AES AES CORP Utilities 93,003.0 $1.3M 0.10% -796.0 -0.8% $14.09 +4.2%
82 XYLD GLOBAL X FDS 33,046.0 $1.3M 0.10% $39.13 +3.7%
83 EMR EMERSON ELEC CO Industrials 9,745.0 $1.3M 0.10% -1K -9.6% $131.02 +6.6%
84 ENB ENBRIDGE INC Energy 23,406.0 $1.3M 0.10% -2K -9.2% $54.14 +3.7%
85 VIRT VIRTU FINL INC Financial Services 28,039.0 $1.2M 0.10% -565.0 -2.0% $43.98 +13.5%
86 ACN ACCENTURE PLC IRELAND Technology 5,951.0 $1.2M 0.09% +2K +50.8% $198.29 -11.1%
87 IJS ISHARES TR 9,799.0 $1.2M 0.09% $118.45 +11.0%
88 NTAP NETAPP INC Technology 11,227.0 $1.1M 0.09% -2K -11.9% $102.39 +39.4%
89 AMD ADVANCED MICRO DEVICES INC Technology 5,625.0 $1.1M 0.09% $203.43 +143.6%
90 IJK ISHARES TR 11,168.0 $1.1M 0.09% $100.62 +12.7%
91 HII HUNTINGTON INGALLS INDS INC Industrials 2,945.0 $1.1M 0.09% -216.0 -6.8% $379.90 -16.4%
92 PSA PUBLIC STORAGE OPER CO Real Estate 4,104.0 $1.1M 0.09% $270.88 +13.3%
93 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,694.0 $1.1M 0.09% -94.0 -2.5% $292.75 +33.7%
94 NFLX NETFLIX INC. Communication Services 11,218.0 $1.1M 0.09% +11K +10000.0% $96.15 -9.2%
95 HD HOME DEPOT INC Consumer Cyclical 3,258.0 $1.1M 0.09% $328.89 -3.4%
96 MUB ISHARES TR 9,970.0 $1.1M 0.09% $106.15 +0.7%
97 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,039.0 $1.0M 0.08% -7.0 -0.7% $996.43 +0.7%
98 GVI ISHARES TR 9,471.0 $1.0M 0.08% -180.0 -1.9% $106.68 -0.6%
99 MTZ MASTEC INC Industrials 3,116.0 $1.0M 0.08% $321.74 +20.4%
100 FPE FIRST TR EXCH TRADED FD III 55,973.0 $994K 0.08% $17.75 +1.3%
Page 5 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%