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Portfolio (Quarterly) Guide ↗

Bath Savings Trust Co

· CIK 0001384943
13F Portfolio $965M AUM 278 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 53 Added 68 Reduced 6 Exited
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 — BERKSHIRE HATHAWAY INC DEL CL B — 7,105.0 $3.6M 0.37% +135.0 +1.9% $500.39 —
22 SLV iShares Silver Trust Financial Services 65,035.0 $3.5M 0.36% +655.0 +1.0% $53.47 +8.7%
23 IVV ISHARES CORE S&P 500 ETF — 4,616.0 $3.5M 0.36% +674.0 +17.1% $748.89 +3.5%
24 VIG VANGUARD DIVIDEND APPRECIATION ETF — 14,546.0 $3.4M 0.36% +250.0 +1.8% $236.62 +0.4%
25 DKS DICK'S SPORTING GOODS INC Consumer Cyclical 13,483.0 $3.1M 0.32% +1K +8.7% $226.81 -39.8%
26 VTI VANGUARD INDEX TRUST TOTAL STK MKT — 8,256.0 $3.1M 0.32% +259.0 +3.2% $370.04 +2.6%
27 JPM J P MORGAN CHASE & COMPANY Financial Services 8,729.0 $2.9M 0.30% +555.0 +6.8% $327.33 +4.8%
28 SPHQ INVESCO EXCHANGE TRADED FD TR — 24,088.0 $2.2M 0.23% +6K +29.7% $90.10 -5.7%
29 UNP UNION PACIFIC CORPORATION Industrials 7,649.0 $2.1M 0.22% +153.0 +2.0% $272.00 +0.7%
30 GE GE AEROSPACE Industrials 5,348.0 $2.0M 0.21% +302.0 +6.0% $373.76 -12.5%
31 VB VANGUARD SMALLCAP ETF — 6,229.0 $1.9M 0.20% +2K +41.6% $303.12 -4.4%
32 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 9,488.0 $1.7M 0.18% +80.0 +0.8% $180.91 +5.3%
33 VO VANGUARD MID-CAP ETF — 17,761.0 $1.4M 0.15% +14K +326.5% $80.57 -0.7%
34 GEV GE VERNOVA INC Utilities 1,204.0 $1.4M 0.15% +62.0 +5.4% $1173.88 -18.4%
35 QQQ INVESCO QQQ TRUST Financial Services 1,851.0 $1.4M 0.14% +1K +150.1% $736.40 +1.1%
36 VYMI VANGUARD WHITEHALL FDS — 13,719.0 $1.3M 0.14% +7K +90.4% $98.20 +4.9%
37 IBM INTERNATIONAL BUSINESS MACHINE Technology 4,668.0 $1.3M 0.14% +236.0 +5.3% $281.18 -19.8%
38 EFA ISHARES MSCI EAFE INDEX — 10,574.0 $1.1M 0.11% +500.0 +5.0% $103.88 +1.6%
39 ORCL ORACLE CORP Technology 7,414.0 $1.1M 0.11% +1K +20.4% $146.55 -6.5%
40 GWW GRAINGER W W INC Industrials 765.0 $1.0M 0.11% +355.0 +86.6% $1360.40 -8.6%
Page 2 of 3  ·  53 positions

① 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 22.5%
Healthcare 15.3%
Consumer Cyclical 14.3%
Industrials 10.7%
Financial Services 9.3%
Consumer Defensive 8.3%
Communication Services 8.0%
Basic Materials 4.5%
Utilities 3.2%
Energy 2.8%