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Portfolio (Quarterly) Guide ↗

Kennebec Savings Bank

· CIK 0002043536
13F Portfolio $111M AUM 249 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 42 Added 57 Reduced 7 Exited
Page 9 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WM Waste Management Inc. Industrials 150.0 $34K 0.03% $229.79 -4.4%
162 WTRG Essential Utilities Inc Ordinary Shares Utilities 848.0 $34K 0.03% -1K -58.9% $40.27 -9.3%
163 NVO Novo-Nordisk A/S ADR Healthcare 892.0 $33K 0.03% $36.75 +20.8%
164 SON Sonoco Products Co. Consumer Cyclical 600.0 $32K 0.03% +44.0 +7.9% $54.09 -11.3%
165 MGA Magna Intl Inc ADR Consumer Cyclical 567.0 $32K 0.03% +20.0 +3.7% $55.81 +13.0%
166 MKC McCormick & Co Inc Consumer Defensive 597.0 $30K 0.03% +44.0 +8.0% $50.44 -6.9%
167 CAG Conagra Brands Inc Consumer Defensive 1,800.0 $28K 0.03% $15.72 -14.9%
168 T AT&T, Inc. Communication Services 973.0 $28K 0.03% $28.99 -14.0%
169 BAC Bank of America Corp. Financial Services 550.0 $27K 0.02% $48.75 +5.6%
170 LW Lamb Weston Holdings Inc Consumer Defensive 600.0 $25K 0.02% $42.26 +1.3%
171 IWM iShares Russell 2000 ETF 100.0 $25K 0.02% $248.00 +13.9%
172 UPS United Parcel Service Inc. Industrials 246.0 $24K 0.02% +9.0 +3.8% $98.38 +0.5%
173 AVY Avery Dennison Corp Industrials 139.0 $24K 0.02% $172.68 -8.0%
174 BTI British American Tobacco ADR Consumer Defensive 410.0 $24K 0.02% $58.47 +12.4%
175 ELS Equity Lifestyle Properties Inc. Real Estate 382.0 $24K 0.02% $62.42 +1.0%
176 DSI iShares ESG MSCI KLD 400 ETF 189.0 $23K 0.02% $121.19 +16.2%
177 FIS Fidelity National Information Services Inc Technology 469.0 $22K 0.02% +32.0 +7.3% $46.91 -7.0%
178 SYK Stryker Corp Healthcare 63.0 $21K 0.02% $328.59 -2.2%
179 CRL Charles River Laboratories International Inc. Healthcare 114.0 $20K 0.02% $172.50 -7.9%
180 U-Haul Holding Company 411.0 $18K 0.02% $44.67
Page 9 of 13  ·  249 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 24.7%
Financial Services 14.6%
Industrials 11.6%
Healthcare 10.7%
Consumer Cyclical 9.1%
Consumer Defensive 8.5%
Energy 7.7%
Communication Services 7.1%
Basic Materials 2.0%
Real Estate 2.0%