Kennebec Savings Bank

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$111.4M
Q ending 2026-03-31
Prior quarter
$115.8M
Q ending 2025-12-31
Change
-3.8% QoQ · +17.9% YoY
Positions
249
reported holdings

Largest positions

Top 100 of 249 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple Inc.AAPLShares$8.1M32K
Microsoft CorpMSFTShares$4.9M13K
Alphabet Inc. Cl AGOOGLShares$4.2M15K
Nvidia CorpNVDAShares$3.7M21K
Amazon.Com Inc.AMZNShares$3.2M15K
Jpmorgan Chase & Co.JPMShares$3.0M10K
Exxon Mobil CorpXOMShares$2.8M17K
Vanguard Ftse Developed Markets EtVEAShares$2.4M38K
Walmart Inc.WMTShares$2.4M20K
Broadcom IncAVGOShares$2.4M8K
Merck & Co. Inc.MRKShares$2.2M18K
Caterpillar IncCATShares$2.1M3K
Abbvie Inc.ABBVShares$2.0M9K
Cisco Systems Inc.CSCOShares$1.7M22K
Johnson & JohnsonJNJShares$1.7M7K
Ameriprise Financial IncAMPShares$1.7M4K
Union Pacific Corp.UNPShares$1.7M7K
Pepsico, Inc.PEPShares$1.6M10K
Mcdonald'S Corp.MCDShares$1.5M5K
Home Depot IncHDShares$1.5M4K
Procter & Gamble Co.PGShares$1.4M10K
Rtx CorporationRTXShares$1.4M7K
Costco Wholesale Corp.COSTShares$1.4M1K
Alphabet Inc. Cl CGOOGShares$1.4M5K
State Street Spdr S&P Midcap 400 EMDYShares$1.4M2K
Williams Companies Inc.WMBShares$1.4M19K
Berkshire Hathaway Cl BBRK/BShares$1.3M3K
Honeywell Intl Inc.HONGBPShares$1.3M6K
Eaton Corp PlcShares$1.1M3K
Visa Inc.VShares$1.1M4K
Vanguard Mid-Cap EtfVOShares$1.1M4K
Northrop Grumman CorpNOCShares$1.0M1K
Chubb LtdShares$973K3K
Booking Holdings IncBKNGShares$943K224
Lockheed Martin CorpLMTShares$925K2K
Nextera Energy IncNEEShares$899K10K
ConocophillipsCOPShares$881K7K
Digital Realty Trust IncDLRShares$862K5K
Blackstone IncBXShares$836K7K
Chevron Corp.CVXShares$819K4K
Thermo Fisher Scientific Inc.TMOShares$809K2K
Novartis Ag AdrNVSShares$802K5K
Phillip Morris Intl, Inc.PMShares$799K5K
Corning IncGLWShares$790K6K
Meta Platforms Inc Cl AMETAShares$783K1K
Charles Schwab Corp.SCHWShares$755K8K
Tesla Motors IncTSLAShares$750K2K
Ishares Core S&P Small-Cap EtfIJRShares$748K6K
Pnc Financial Services GroupPNCShares$738K4K
Prologis IncPLDShares$730K6K
Te Connectivity PlcShares$722K3K
Ecolab IncECLShares$708K3K
Verizon Communications IncVZShares$702K14K
Medtronic Plc AdrShares$702K8K
Quest Diagnostics Inc.DGXShares$695K4K
Salesforce IncCRMShares$682K4K
Automatic Data Processing Inc.ADPShares$666K3K
Allstate CorpALLShares$658K3K
Morgan StanleyMSShares$640K4K
Starbucks CorpSBUXShares$624K7K
Dow IncDOWShares$609K15K
Enbridge Inc. AdrENBShares$608K11K
Tc Energy Corp AdrTRPShares$606K10K
Danaher Corp.DHRShares$578K3K
Ishares Core Msci Eafe EtfIEFAShares$566K6K
Qualcomm IncQCOMShares$540K4K
Fifth Third BancorpFITBShares$529K11K
Huntington Bancshares IncHBANShares$523K33K
Vanguard Real Estate EtfVNQShares$517K6K
Target CorpTGTShares$513K4K
Air Products & Chemicals Inc.APDShares$505K2K
Boeing CoBAShares$496K2K
American Elec Pwr Inc.AEPShares$492K4K
Truist Financial CorporationTFCShares$492K11K
Marathon Pete Corp.MPCShares$443K2K
Ishares Core Msci Emerging MarketsIEMGShares$434K6K
Prudential Financial Inc.PRUShares$408K4K
Paypal Holdings IncPYPLShares$407K9K
American Tower CorporationAMTShares$404K2K
Vanguard Interm-Term Bond EtfBIVShares$383K5K
Bank New York Mellon CorpBNYShares$381K3K
Adobe Sys IncADBEShares$359K1K
Zoetis IncZTSShares$340K3K
Hasbro Inc.HASShares$329K4K
Ishares Esg Optimized Msci Usa EtfSUSAShares$305K2K
Fortive CorpFTVShares$304K6K
Duke Energy CorpDUKShares$298K2K
Snap-On, Inc.SNAShares$282K777
Vanguard S&P 500 EtfVOOShares$248K415
Dimensional Us Small Cap EtfDFASShares$195K3K
Eli Lilly & Co.LLYShares$178K193
Vanguard Small-Cap Value EtfVBRShares$177K817
Vanguard Ftse Emerging Markets EtfVWOShares$177K3K
Avantis Emerging Markets Equity EtAVEMShares$166K2K
Ishares Russell 1000 Growth Index IWFShares$165K388
Schwab Us Large-Cap Growth EtfSCHGShares$153K5K
Linde Plc AdrShares$141K285
Ishares Barclays Interm Govt/CrediGVIShares$139K1K
Schwab Us Large Cap Value EtfSCHVShares$138K5K
Idexx Laboratories, Inc.IDXXShares$134K239

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.