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Portfolio (Quarterly) Guide ↗

Bath Savings Trust Co

· CIK 0001384943
13F Portfolio $936M AUM 269 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 37 Added 89 Reduced 7 Exited
Page 6 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 2,916.0 $882K 0.09% $302.48 +3.3%
102 VMC VULCAN MATLS CO Basic Materials 3,077.0 $838K 0.09% $272.30 +1.2%
103 T AT&T INC Communication Services 28,671.0 $831K 0.09% -769.0 -2.6% $28.99 -14.1%
104 DE JOHN DEERE & CO Industrials 1,473.0 $830K 0.09% $563.30 -6.0%
105 WMT WALMART INC Consumer Defensive 6,566.0 $816K 0.09% -2K -22.1% $124.28 -4.6%
106 HON HONEYWELL INTL INC Industrials 3,609.0 $816K 0.09% +40.0 +1.1% $225.97 +2.5%
107 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 17,165.0 $778K 0.08% -1K -6.0% $45.30 -32.3%
108 MMM 3M COMPANY Industrials 5,250.0 $762K 0.08% $145.23 +6.8%
109 CSL CARLISLE COS INC Industrials 2,128.0 $710K 0.08% +74.0 +3.6% $333.62 +3.3%
110 MO ALTRIA GROUP INC Consumer Defensive 10,676.0 $705K 0.07% $65.99 +9.3%
111 IJH ISHARES CORE S&P MID CAP 10,348.0 $699K 0.07% +475.0 +4.8% $67.53 +10.1%
112 MRK MERCK & CO INC Healthcare 5,733.0 $690K 0.07% -400.0 -6.5% $120.29 -0.0%
113 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 1,053.0 $685K 0.07% -58.0 -5.2% $650.34 +15.4%
114 VYMI VANGUARD WHITEHALL FDS 7,206.0 $679K 0.07% NEW $94.24 +6.7%
115 EW EDWARDS LIFESCIENCES CORP Healthcare 8,365.0 $670K 0.07% $80.08 +8.0%
116 WEX WEX INC Technology 4,117.0 $630K 0.07% -495.0 -10.7% $153.04 -6.6%
117 PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 19,962.0 $616K 0.07% -175.0 -0.9% $30.84 +0.7%
118 VNQ VANGUARD REAL ESTATE ETF 6,771.0 $601K 0.06% +610.0 +9.9% $88.70 +9.3%
119 NOBL ProShares S&P 500 Dividend Aristocrats ETF 5,545.0 $588K 0.06% +77.0 +1.4% $106.01 +1.8%
120 TT TRANE TECHNOLOGIES PLC Industrials 1,336.0 $556K 0.06% -42.0 -3.0% $416.43 +9.9%
Page 6 of 9  ·  168 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 22.0%
Healthcare 15.3%
Consumer Cyclical 15.0%
Industrials 9.7%
Financial Services 9.2%
Consumer Defensive 9.2%
Communication Services 7.1%
Basic Materials 4.4%
Energy 3.5%
Utilities 3.3%