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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 6 of 16  ·  315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ASML ASML HOLDING N V Technology 2,509.0 $2.7M 0.20% NEW $1069.97 +49.3%
102 EEM ISHARES TR 48,517.0 $2.7M 0.20% NEW $54.71 +25.0%
103 MAR MARRIOTT INTL INC NEW Consumer Cyclical 8,375.0 $2.6M 0.20% NEW $310.23 +24.4%
104 ORCL ORACLE CORP Technology 13,313.0 $2.6M 0.20% NEW $194.91 -2.0%
105 IEFA ISHARES TR 28,682.0 $2.6M 0.19% NEW $89.46 +9.5%
106 MDLZ MONDELEZ INTL INC Consumer Defensive 47,422.0 $2.6M 0.19% NEW $53.83 +15.6%
107 CHD CHURCH & DWIGHT CO INC Consumer Defensive 30,186.0 $2.5M 0.19% NEW $83.85 +16.9%
108 HON HONEYWELL INTL INC Industrials 12,939.0 $2.5M 0.19% NEW $195.09 +18.7%
109 WEC WEC ENERGY GROUP INC Utilities 23,920.0 $2.5M 0.19% NEW $105.46 +7.1%
110 ISHARES TR 108,290.0 $2.4M 0.18% NEW $22.37
111 NUE NUCOR CORP Basic Materials 14,733.0 $2.4M 0.18% NEW $163.11 +51.1%
112 IBM INTERNATIONAL BUSINESS MACHS Technology 8,104.0 $2.4M 0.18% NEW $296.21 -13.8%
113 MS MORGAN STANLEY Financial Services 13,456.0 $2.4M 0.18% NEW $177.53 +13.6%
114 TMUS T-MOBILE US INC Communication Services 11,652.0 $2.4M 0.18% NEW $203.04 -6.0%
115 DIS DISNEY WALT CO Communication Services 20,749.0 $2.4M 0.18% NEW $113.77 -8.4%
116 BKNG BOOKING HOLDINGS INC Consumer Cyclical 436.0 $2.3M 0.18% NEW $5355.33 -96.9%
117 TTEK TETRA TECH INC NEW Industrials 68,995.0 $2.3M 0.17% NEW $33.54 -16.8%
118 MMM 3M CO Industrials 14,287.0 $2.3M 0.17% NEW $160.10 -3.1%
119 IWN ISHARES TR 12,332.0 $2.2M 0.17% NEW $181.21 +18.5%
120 LH LABCORP HOLDINGS INC Healthcare 8,420.0 $2.1M 0.16% NEW $250.88 +2.9%
Page 6 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%