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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 14 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VCSH VANGUARD SCOTTSDALE FDS 4,215.0 $334K 0.03% +825.0 +24.3% $79.27 -0.2%
262 LII LENNOX INTL INC Industrials 719.0 $334K 0.03% $464.13 +7.4%
263 UNILEVER PLC 5,790.0 $330K 0.03% $56.97
264 XLU SELECT SECTOR SPDR TR 6,920.0 $318K 0.03% -1K -16.8% $45.89 -2.1%
265 IBDX ISHARES TR 12,325.0 $311K 0.02% $25.27 -0.2%
266 YUM YUM BRANDS INC Consumer Cyclical 1,975.0 $307K 0.02% $155.48 -3.4%
267 DAL DELTA AIR LINES INC Industrials 4,500.0 $299K 0.02% $66.48 +23.1%
268 PAYX PAYCHEX INC Industrials 3,235.0 $298K 0.02% -440.0 -12.0% $92.12 +3.8%
269 D DOMINION ENERGY INC Utilities 4,725.0 $292K 0.02% $61.82 +10.0%
270 BA BOEING CO Industrials 1,440.0 $287K 0.02% $199.03 +15.1%
271 FDS FACTSET RESH SYS INC Financial Services 1,320.0 $286K 0.02% -20.0 -1.5% $216.99 +11.4%
272 BX BLACKSTONE INC Financial Services 2,439.0 $280K 0.02% $114.99 +1.4%
273 BSV VANGUARD BD INDEX FDS 3,548.0 $278K 0.02% $78.42 -0.4%
274 ZTS ZOETIS INC Healthcare 2,340.0 $277K 0.02% -1K -38.2% $118.21 -33.2%
275 EPD ENTERPRISE PRODS PARTNERS L Energy 7,300.0 $276K 0.02% $37.84 -0.8%
276 CL COLGATE PALMOLIVE CO Consumer Defensive 3,225.0 $275K 0.02% $85.23 +8.2%
277 DCI DONALDSON INC Industrials 3,200.0 $272K 0.02% $84.87 -1.8%
278 WAT WATERS CORP Healthcare 905.0 $270K 0.02% NEW $297.80 +21.8%
279 IBMR ISHARES TR 10,550.0 $267K 0.02% +2K +27.1% $25.35 -0.1%
280 IWD ISHARES TR 1,245.0 $266K 0.02% $213.61 +11.7%
Page 14 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%