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Portfolio (Quarterly) Guide ↗

Penobscot Investment Management Company, Inc.

· CIK 0001394866
13F Portfolio $1.3B AUM 311 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 65 Added 115 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN ASTRAZENECA PLC Healthcare 50,083.0 $9.9M 0.77% NEW $196.68 -4.9%
2 FENI FIDELITY COVINGTON TRUST 42,450.0 $1.6M 0.12% NEW $37.20 +8.2%
3 CEG CONSTELLATION ENERGY CORP Utilities 5,352.0 $1.5M 0.12% NEW $279.25 +2.7%
4 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 12,976.0 $988K 0.08% NEW $76.16 +13.2%
5 WAT WATERS CORP Healthcare 905.0 $270K 0.02% NEW $297.80 +15.1%
6 FDX FEDEX CORP Industrials 683.0 $243K 0.02% NEW $356.18 +15.3%
7 SHEL SHELL PLC Energy 2,523.0 $235K 0.02% NEW $92.99 -9.8%
8 ISHARES TR 9,500.0 $208K 0.02% NEW $21.84
9 BIL SPDR SERIES TRUST 2,230.0 $204K 0.02% NEW $91.64 -0.0%
10 EOG EOG RES INC Energy 1,400.0 $202K 0.02% NEW $144.57 -6.6%
11 IAU ISHARES GOLD TR Financial Services 2,288.0 $202K 0.02% NEW $88.16 -5.0%

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 31.0%
Financial Services 17.9%
Industrials 12.4%
Healthcare 11.0%
Consumer Cyclical 7.7%
Communication Services 6.9%
Consumer Defensive 5.4%
Basic Materials 2.9%
Utilities 2.6%
Energy 2.3%