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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 9 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TXN TEXAS INSTRS INC Technology 5,773.0 $1.1M 0.09% $194.14 +63.5%
162 NKE NIKE INC Consumer Cyclical 20,651.0 $1.1M 0.09% -1K -5.8% $52.82 -12.9%
163 MKC MCCORMICK & CO INC Consumer Defensive 21,536.0 $1.1M 0.09% -2K -9.5% $50.44 -5.7%
164 BSX BOSTON SCIENTIFIC CORP Healthcare 17,212.0 $1.1M 0.08% -37K -68.1% $62.75 -19.6%
165 BANK AMERICA CORP 888.0 $1.1M 0.08% $1191.56
166 ETN EATON CORP PLC Industrials 2,894.0 $1.0M 0.08% $357.67 +13.6%
167 GLD SPDR GOLD TR Financial Services 2,403.0 $1.0M 0.08% -80.0 -3.2% $430.29 -5.1%
168 TSLA TESLA INC Consumer Cyclical 2,765.0 $1.0M 0.08% -100.0 -3.5% $371.75 +18.5%
169 STRL STERLING INFRASTRUCTURE INC Industrials 2,500.0 $1.0M 0.08% $407.27 +92.0%
170 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 12,976.0 $988K 0.08% NEW $76.16 +13.1%
171 STE STERIS PLC Healthcare 4,385.0 $970K 0.08% $221.13 -3.7%
172 FAST FASTENAL CO Industrials 20,692.0 $960K 0.07% -2K -10.4% $46.40 -3.4%
173 ROL ROLLINS INC Consumer Cyclical 17,616.0 $941K 0.07% -242.0 -1.4% $53.41 -5.7%
174 VZ VERIZON COMMUNICATIONS INC Communication Services 18,230.0 $915K 0.07% $50.20 -3.9%
175 ES EVERSOURCE ENERGY Utilities 13,175.0 $913K 0.07% -943.0 -6.7% $69.28 +0.5%
176 STZ CONSTELLATION BRANDS INC Consumer Defensive 6,000.0 $900K 0.07% $150.00 -4.2%
177 USIG ISHARES TR 17,261.0 $884K 0.07% -1K -6.0% $51.23 -0.0%
178 IBIE ISHARES TR 33,500.0 $879K 0.07% $26.24 +0.5%
179 NVMI NOVA LTD Technology 2,000.0 $869K 0.07% $434.28 +17.9%
180 CRM SALESFORCE INC Technology 4,546.0 $849K 0.07% -684.0 -13.1% $186.67 -4.9%
Page 9 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%