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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 ZTS ZOETIS INC Healthcare 3,210 $379K 0.04% SOLD
2 FISV FISERV INC WISC PV ICT Technology 4,237 $236K 0.03% SOLD
3 ROP ROPER INDUSTRIES INC NEW COM Industrials 663 $235K 0.03% SOLD
4 ADBE ADOBE SYSTEMS INC Technology 932 $227K 0.02% SOLD
5 BP BP PLC Energy 4,781 $225K 0.02% SOLD
6 HII HUNTINGTON INGALLS INDUSTRIES INC Industrials 581 $221K 0.02% SOLD
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%