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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 4 of 16  ·  315 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSX BOSTON SCIENTIFIC CORP Healthcare 54,015.0 $5.2M 0.39% NEW $95.35 -48.6%
62 BLK BLACKROCK INC Financial Services 4,771.0 $5.1M 0.38% NEW $1070.41 -1.3%
63 ISRG INTUITIVE SURGICAL INC Healthcare 8,914.0 $5.0M 0.38% NEW $566.38 -26.1%
64 CAT CATERPILLAR INC Industrials 8,732.0 $5.0M 0.38% NEW $572.87 +54.9%
65 ACN ACCENTURE PLC IRELAND Technology 18,549.0 $5.0M 0.38% NEW $268.30 -33.2%
66 IBDS ISHARES TR 199,540.0 $4.8M 0.36% NEW $24.28 -0.2%
67 URI UNITED RENTALS INC Industrials 5,729.0 $4.6M 0.35% NEW $809.31 +20.0%
68 CMI CUMMINS INC Industrials 8,935.0 $4.6M 0.34% NEW $510.45 +28.5%
69 PANW PALO ALTO NETWORKS INC Technology 24,595.0 $4.5M 0.34% NEW $184.20 +37.7%
70 AMAT APPLIED MATLS INC Technology 17,626.0 $4.5M 0.34% NEW $256.99 +71.1%
71 EFA ISHARES TR 46,252.0 $4.4M 0.33% NEW $96.03 +8.4%
72 GE GE AEROSPACE Industrials 13,779.0 $4.2M 0.32% NEW $308.02 +2.2%
73 DHI D R HORTON INC Consumer Cyclical 28,830.0 $4.2M 0.31% NEW $144.03 +0.6%
74 EMR EMERSON ELEC CO Industrials 30,791.0 $4.1M 0.31% NEW $132.72 +4.7%
75 CBC CENTRAL BANCOMPANY Financial Services 166,650.0 $4.0M 0.30% NEW $24.12 +16.9%
76 CASY CASEYS GEN STORES INC Consumer Cyclical 7,073.0 $3.9M 0.29% NEW $552.71 +43.6%
77 NVS NOVARTIS AG Healthcare 28,316.0 $3.9M 0.29% NEW $137.87 +8.9%
78 NDAQ NASDAQ INC Financial Services 39,494.0 $3.8M 0.29% NEW $97.13 -6.4%
79 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 6,221.0 $3.8M 0.28% NEW $603.28 +11.7%
80 OKE ONEOK INC NEW Energy 49,247.0 $3.6M 0.27% NEW $73.50 +21.1%
Page 4 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%