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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 11 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SLB SLB LIMITED Energy 12,445.0 $640K 0.05% $51.39 +7.8%
202 FISV FISERV INC Technology 11,432.0 $638K 0.05% $55.80 +0.5%
203 RPM RPM INTL INC Basic Materials 6,295.0 $626K 0.05% -2K -21.7% $99.40 +7.5%
204 RMD RESMED INC Healthcare 2,694.0 $605K 0.05% +220.0 +8.9% $224.48 -9.2%
205 VIG VANGUARD SPECIALIZED FUNDS 2,730.0 $587K 0.05% +25.0 +0.9% $215.07 +8.8%
206 SYY SYSCO CORP Consumer Defensive 8,144.0 $581K 0.04% $71.33 +5.9%
207 ALL ALLSTATE CORP Financial Services 2,778.0 $576K 0.04% $207.34 +0.7%
208 VOO VANGUARD INDEX FDS 963.0 $576K 0.04% +443.0 +85.2% $597.80 +16.0%
209 IWF ISHARES TR 1,324.0 $565K 0.04% +10.0 +0.8% $426.40 -70.3%
210 PM PHILIP MORRIS INTL INC Consumer Defensive 3,348.0 $554K 0.04% $165.34 +8.7%
211 VGT VANGUARD WORLD FD 793.0 $553K 0.04% $697.72 -82.9%
212 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,080.0 $552K 0.04% $265.32 +16.5%
213 COP CONOCOPHILLIPS Energy 4,122.0 $544K 0.04% $132.00 -13.0%
214 ROST ROSS STORES INC Consumer Cyclical 2,505.0 $543K 0.04% +100.0 +4.2% $216.63 +5.3%
215 AJG GALLAGHER ARTHUR J & CO Financial Services 2,485.0 $538K 0.04% -2K -39.9% $216.61 -6.4%
216 DD DUPONT DE NEMOURS INC Basic Materials 11,621.0 $532K 0.04% -505.0 -4.2% $45.80 +4.5%
217 AEP AMERICAN ELEC PWR CO INC Utilities 4,041.0 $530K 0.04% $131.08 -2.3%
218 SWK STANLEY BLACK & DECKER INC Industrials 7,193.0 $511K 0.04% $71.06 +12.2%
219 KKR KKR & CO INC Financial Services 5,500.0 $509K 0.04% $92.50 +2.0%
220 TGT TARGET CORP Consumer Defensive 4,093.0 $496K 0.04% $121.20 +6.8%
Page 11 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%