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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 5 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 31,407.0 $3.8M 0.29% -202.0 -0.6% $120.29 -0.0%
82 CBC CENTRAL BANCOMPANY Financial Services 157,150.0 $3.8M 0.29% -10K -5.7% $23.95 +18.8%
83 UNP UNION PAC CORP Industrials 15,430.0 $3.7M 0.29% $242.62 +15.2%
84 ADI ANALOG DEVICES INC Technology 11,594.0 $3.7M 0.29% +220.0 +1.9% $318.14 +31.0%
85 CSX CSX CORP Industrials 89,212.0 $3.7M 0.29% $41.05 +14.8%
86 RSG REPUBLIC SVCS INC Industrials 16,469.0 $3.6M 0.28% +255.0 +1.6% $219.02 -6.1%
87 IBDV ISHARES TR 157,647.0 $3.5M 0.27% +27K +20.9% $21.89 -0.4%
88 ASML ASML HLDG NV Technology 2,602.0 $3.4M 0.27% +93.0 +3.7% $1320.96 +21.0%
89 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,833.0 $3.3M 0.26% +345.0 +3.6% $337.93 +25.1%
90 NDAQ NASDAQ INC Financial Services 38,694.0 $3.3M 0.26% -800.0 -2.0% $84.89 +6.6%
91 IEFA ISHARES TR 35,209.0 $3.2M 0.25% +7K +22.8% $90.53 +8.2%
92 MCD MCDONALDS CORP Consumer Cyclical 10,044.0 $3.1M 0.24% -395.0 -3.8% $310.79 -9.6%
93 RSP INVESCO EXCHANGE TRADED FD T 15,494.0 $3.0M 0.23% +9K +137.7% $191.92 +8.1%
94 CB CHUBB LTD SWITZ Financial Services 9,119.0 $3.0M 0.23% -273.0 -2.9% $325.93 -1.6%
95 MAR MARRIOTT INTL INC NEW Consumer Cyclical 9,020.0 $3.0M 0.23% +645.0 +7.7% $327.06 +18.0%
96 AFL AFLAC INC Financial Services 25,972.0 $2.8M 0.22% -3K -11.6% $109.71 +4.7%
97 PH PARKER-HANNIFIN CORP Industrials 3,152.0 $2.8M 0.22% $895.24 -4.3%
98 HON HONEYWELL INTL INC Industrials 12,285.0 $2.8M 0.22% -654.0 -5.0% $226.03 +2.4%
99 CDNS CADENCE DESIGN SYSTEM INC Technology 9,940.0 $2.8M 0.22% -419.0 -4.0% $277.87 +34.6%
100 DECK DECKERS OUTDOOR CORP Consumer Cyclical 27,445.0 $2.7M 0.21% +355.0 +1.3% $100.09 +14.3%
Page 5 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%