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Portfolio (Quarterly) Guide ↗

Penobscot Investment Management Company, Inc.

· CIK 0001394866
13F Portfolio $1.3B AUM Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 315 New
Page 11 of 16  ·  315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SYY SYSCO CORP Consumer Defensive 8,144.0 $600K 0.04% NEW $73.69 +2.5%
202 VB VANGUARD INDEX FDS 2,323.0 $599K 0.04% NEW $257.97 +14.2%
203 VGT VANGUARD WORLD FD 793.0 $598K 0.04% NEW $753.78 -84.2%
204 RMD RESMED INC Healthcare 2,474.0 $596K 0.04% NEW $240.87 -15.4%
205 VIG VANGUARD SPECIALIZED FUNDS 2,705.0 $595K 0.04% NEW $219.78 +6.5%
206 ALL ALLSTATE CORP Financial Services 2,778.0 $578K 0.04% NEW $208.15 +0.3%
207 HDV ISHARES TR 4,500.0 $547K 0.04% NEW $121.61 -77.3%
208 CW CURTISS WRIGHT CORP Industrials 980.0 $540K 0.04% NEW $551.27 +36.2%
209 OTIS OTIS WORLDWIDE CORP Industrials 6,164.0 $538K 0.04% NEW $87.35 -18.4%
210 PM PHILIP MORRIS INTL INC Consumer Defensive 3,348.0 $537K 0.04% NEW $160.40 +12.0%
211 SWK STANLEY BLACK & DECKER INC Industrials 7,193.0 $534K 0.04% NEW $74.28 +7.4%
212 CINF CINCINNATI FINL CORP Financial Services 3,271.0 $534K 0.04% NEW $163.32 -1.9%
213 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,080.0 $534K 0.04% NEW $256.77 +20.4%
214 XLC SELECT SECTOR SPDR TR 4,326.0 $509K 0.04% NEW $117.72 -1.2%
215 IBHH ISHARES TR 21,300.0 $504K 0.04% NEW $23.68 -0.4%
216 MCO MOODYS CORP Financial Services 965.0 $493K 0.04% NEW $510.85 -11.7%
217 DD DUPONT DE NEMOURS INC Basic Materials 12,126.0 $487K 0.04% NEW $40.20 +19.0%
218 Q QNITY ELECTRONICS INC Technology 5,931.0 $484K 0.04% NEW $81.65 +95.1%
219 SLB SLB LIMITED Energy 12,470.0 $479K 0.04% NEW $38.38 +44.4%
220 IDXX IDEXX LABS INC Healthcare 705.0 $477K 0.04% NEW $676.53 -16.3%
Page 11 of 16  ·  315 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 32.4%
Financial Services 19.4%
Industrials 11.4%
Healthcare 10.8%
Consumer Cyclical 7.5%
Communication Services 7.3%
Consumer Defensive 4.8%
Basic Materials 2.6%
Utilities 2.1%
Energy 1.6%