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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
Page 10 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IVV ISHARES TR 1,285.0 $839K 0.07% -55.0 -4.1% $653.25 +16.1%
182 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,778.0 $836K 0.07% -800.0 -5.5% $60.65 -6.3%
183 MET METLIFE INC Financial Services 11,750.0 $831K 0.07% $70.72 +16.0%
184 TD TORONTO DOMINION BK ONT Financial Services 8,784.0 $820K 0.06% $93.31 +20.4%
185 AMD ADVANCED MICRO DEVICES INC Technology 3,795.0 $772K 0.06% $203.44 +154.5%
186 EW EDWARDS LIFESCIENCES CORP Healthcare 9,636.0 $772K 0.06% $80.08 +8.8%
187 WTRG ESSENTIAL UTILS INC Utilities 18,975.0 $764K 0.06% $40.27 -7.9%
188 VO VANGUARD INDEX FDS 2,605.0 $748K 0.06% +147.0 +6.0% $287.18 -72.5%
189 XLK SELECT SECTOR SPDR TR 5,505.0 $732K 0.06% $132.90 +40.9%
190 NVO NOVO-NORDISK A S Healthcare 19,540.0 $718K 0.06% -4K -18.6% $36.75 +24.2%
191 GD GENERAL DYNAMICS CORP Industrials 2,054.0 $705K 0.06% -200.0 -8.9% $343.22 +1.9%
192 A AGILENT TECHNOLOGIES INC Healthcare 5,935.0 $676K 0.05% -5K -47.9% $113.98 +20.7%
193 LECO LINCOLN ELEC HLDGS INC Industrials 2,700.0 $673K 0.05% $249.08 +3.6%
194 BDX BECTON DICKINSON & CO Healthcare 4,266.0 $671K 0.05% -271.0 -6.0% $157.23 -6.6%
195 CW CURTISS WRIGHT CORP Industrials 980.0 $667K 0.05% $681.12 +10.6%
196 VLTO VERALTO CORP Industrials 7,492.0 $662K 0.05% -602.0 -7.4% $88.42 -8.8%
197 BRO BROWN & BROWN INC Financial Services 10,049.0 $655K 0.05% -11K -51.6% $65.21 -12.7%
198 Q QNITY ELECTRONICS INC Technology 5,679.0 $655K 0.05% -252.0 -4.2% $115.38 +37.6%
199 TSCO TRACTOR SUPPLY CO Consumer Cyclical 14,410.0 $653K 0.05% -7K -31.4% $45.30 -31.3%
200 PFF ISHARES TR 21,450.0 $650K 0.05% -1K -5.3% $30.32 +3.9%
Page 10 of 16  ·  311 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 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%