Kennebec Savings Bank Portfolio Stock Holdings

Kennebec Savings Bank disclosed 284 stock positions valued at approximately $124.6 million in its latest SEC 13F filing. The largest holdings include Apple Inc., Microsoft Corp, and Alphabet Inc. Cl A. The filing reflects positions held as of June 30, 2026 and was filed on July 13, 2026.

Report Period
June 30, 2026
No. of Stocks
284
Portfolio Value
$124.6M
Holdings by Sector
Kennebec Savings Bank Portfolio Holdings in Q2 2026

277 holdings in the latest reporting period.

Page 1 of 3
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Apple Inc.AAPLTechnology7.27%31,313-678-2.12%$9,060,730
Microsoft CorpMSFTTechnology4.26%14,226+940+7.08%$5,306,583
Alphabet Inc. Cl AGOOGLCommunication Services4.06%14,156-468-3.20%$5,058,930
Nvidia CorpNVDATechnology3.44%21,436+259+1.22%$4,289,129
JPMorgan Chase & Co.JPMFinancial Services3.12%11,869+1,832+18.25%$3,885,080
Amazon.com Inc.AMZNConsumer Cyclical3.00%15,663+232+1.50%$3,733,119
Caterpillar IncCATIndustrials2.53%2,960-48-1.60%$3,152,104
Broadcom IncAVGOTechnology2.39%7,898+165+2.13%$2,983,470
Vanguard FTSE Developed Markets ETFVEAOther2.16%37,852-346-0.91%$2,696,955
Cisco Systems Inc.CSCOTechnology2.11%22,376+456+2.08%$2,628,285
Abbvie Inc.ABBVHealthcare1.87%9,247+43+0.47%$2,326,915
Exxon Mobil CorpXOMEnergy1.80%16,439-292-1.75%$2,247,540
Walmart Inc.WMTConsumer Defensive1.77%19,442-70-0.36%$2,202,001
Merck & Co. Inc.MRKHealthcare1.73%16,803-1,219-6.76%$2,159,185
Union Pacific Corp.UNPIndustrials1.68%7,710+894+13.12%$2,097,120
Ameriprise Financial IncAMPFinancial Services1.45%3,930+154+4.08%$1,802,927
Berkshire Hathaway Cl BBRK-BFinancial Services1.40%3,479+813+30.50%$1,740,857
Home Depot IncHDConsumer Cyclical1.29%4,575+81+1.80%$1,613,511
Alphabet Inc. Cl CGOOGCommunication Services1.26%4,432-384-7.97%$1,565,959
Johnson & JohnsonJNJHealthcare1.20%5,867-1,018-14.79%$1,490,042
State Street SPDR S&P Midcap 400 ETF TrustMDYOther1.19%2,113-97-4.39%$1,486,157
Procter & Gamble Co.PGConsumer Defensive1.19%10,095+59+0.59%$1,480,331
Visa Inc.VFinancial Services1.18%4,295+664+18.29%$1,473,572
RTX CorporationRTXIndustrials1.13%7,404-11-0.15%$1,404,761
PepsiCo, Inc.PEPConsumer Defensive1.12%10,313+64+0.62%$1,396,380
McDonald's Corp.MCDConsumer Cyclical1.09%5,029+106+2.15%$1,359,389
Eaton Corp PLC ETNOther1.08%3,168+37+1.18%$1,349,948
Costco Wholesale Corp.COSTConsumer Defensive1.08%1,435+5+0.35%$1,342,399
Williams Companies Inc.WMBEnergy1.07%17,880-743-3.99%$1,329,199
Meta Platforms Inc Cl AMETACommunication Services0.92%2,045+677+49.49%$1,151,928
Vanguard Mid-Cap ETFVOOther0.90%13,940+10,170+269.76%$1,123,146
Phillip Morris Intl, Inc.PMConsumer Defensive0.84%5,761+931+19.28%$1,042,223
Chubb Ltd CBFinancial Services0.83%3,021+37+1.24%$1,029,327
Booking Holdings IncBKNGConsumer Cyclical0.82%5,715+5,491+2451.34%$1,018,642
Blackstone IncBXFinancial Services0.73%7,783+512+7.04%$915,826
iShares Core S&P Small-Cap ETFIJROther0.72%6,017--$892,381
Automatic Data Processing Inc.ADPTechnology0.71%3,955+678+20.69%$885,722
PNC Financial Services GroupPNCFinancial Services0.70%3,556+10+0.28%$875,558
Thermo Fisher Scientific Inc.TMOHealthcare0.68%1,696+51+3.10%$850,307
Nextera Energy IncNEEUtilities0.68%9,656-25-0.26%$847,507
Digital Realty Trust IncDLRReal Estate0.68%4,701-83-1.73%$844,206
Corning IncGLWTechnology0.65%3,183-2,627-45.22%$813,034
Novartis AG ADRNVSHealthcare0.65%5,163-90-1.71%$809,145
Tesla Motors IncTSLAConsumer Cyclical0.65%1,917-100-4.96%$806,290
Morgan StanleyMSFinancial Services0.64%3,825-62-1.60%$799,578
Allstate CorpALLFinancial Services0.64%3,348+173+5.45%$796,623
Northrop Grumman CorpNOCIndustrials0.61%1,503+24+1.62%$765,493
Lockheed Martin CorpLMTIndustrials0.61%1,500-31-2.02%$764,190
Ecolab IncECLBasic Materials0.61%2,727+65+2.44%$759,769
Qualcomm IncQCOMTechnology0.60%4,067-126-3.01%$751,541
Charles Schwab Corp.SCHWFinancial Services0.60%8,037--$741,574
Prologis IncPLDReal Estate0.59%5,458-63-1.14%$739,395
Quest Diagnostics Inc.DGXHealthcare0.59%3,482-65-1.83%$738,010
TE Connectivity Plc TELOther0.57%3,551+96+2.78%$715,917
Medtronic PLC ADRMDTOther0.57%9,091+986+12.17%$711,189
ConocoPhillipsCOPEnergy0.56%6,743+70+1.05%$701,002
Starbucks CorpSBUXConsumer Cyclical0.56%6,849-121-1.74%$699,899
IShares Core MSCI EAFE ETFIEFAOther0.52%6,720+464+7.42%$649,018
Chevron Corp.CVXEnergy0.52%3,895-65-1.64%$645,635
Fifth Third BancorpFITBFinancial Services0.51%11,277-114-1.00%$635,684
Huntington Bancshares Inc HBANFinancial Services0.50%35,115+1,689+5.05%$622,589
Verizon Communications IncVZCommunication Services0.50%14,700+707+5.05%$622,398
TC Energy Corp ADRTRPEnergy0.49%9,159-528-5.45%$607,150
Danaher Corp.DHRHealthcare0.48%3,126+76+2.49%$595,440
Salesforce IncCRMTechnology0.47%3,760+105+2.87%$589,042
Enbridge Inc. ADRENBEnergy0.46%10,493-730-6.50%$568,826
Boeing CoBAIndustrials0.43%2,491--$539,227
Truist Financial CorporationTFCFinancial Services0.43%10,639-62-0.58%$530,035
Advanced Micro Devices IncAMDTechnology0.42%910+836+1129.73%$528,628
Target CorpTGTConsumer Defensive0.42%4,033-197-4.66%$526,750
iShares Core MSCI Emerging Markets ETFIEMGOther0.41%6,159-62-1.00%$510,212
Air Products & Chemicals Inc.APDBasic Materials0.40%1,718-22-1.26%$503,683
American Elec Pwr Inc.AEPUtilities0.40%3,676-80-2.13%$502,914
Bank New York Mellon CorpBKFinancial Services0.38%3,315+100+3.11%$479,382
Marathon Pete Corp.MPCEnergy0.37%1,815--$464,041
Prudential Financial Inc.PRUFinancial Services0.36%4,149-31-0.74%$447,802
American Tower CorporationAMTReal Estate0.31%2,394+53+2.26%$391,587
Linde PLC ADRLINOther0.29%685+400+140.35%$355,474
iShares Esg Optimized MSCI USA ETFSUSAOther0.28%2,260-47-2.04%$348,718
Cummins IncCMIIndustrials0.28%484+463+2204.76%$345,194
Fortive CorpFTVTechnology0.28%5,640+138+2.51%$344,548
IBM Corp.IBMTechnology0.26%1,160+700+152.17%$326,204
Adobe Sys IncADBETechnology0.25%1,510+35+2.37%$309,580
Snap-on, Inc.SNAIndustrials0.25%766-11-1.42%$308,238
Vanguard S&P 500 ETFVOOOther0.23%426+11+2.65%$292,581
Hasbro Inc.HASConsumer Cyclical0.23%3,462-54-1.54%$285,927
Duke Energy CorpDUKUtilities0.23%2,239-40-1.76%$283,413
Church & Dwight Co Inc.CHDConsumer Defensive0.21%2,694+2,003+289.87%$260,995
Energy Select Sector SPDR ETFXLEOther0.20%4,704+4,704+100.00%$249,829
Palantir Technologies IncPLTRTechnology0.20%2,119+2,025+2154.26%$247,224
Eli Lilly & Co.LLYHealthcare0.19%193--$231,490
General Dynamics CorpGDIndustrials0.18%644+599+1331.11%$228,131
Altria Group Inc.MOConsumer Defensive0.18%3,155+3,155+100.00%$227,002
Dimensional US Small Cap ETFDFASOther0.18%2,682-62-2.26%$220,836
Zoetis IncZTSHealthcare0.18%3,066+189+6.57%$220,323
Accenture PLC ADRACNTechnology0.18%1,765+1,547+709.63%$219,637
Avantis Emerging Markets Equity ETFAVEMOther0.17%2,205+150+7.30%$212,760
Broadridge Financial Solutions, Inc.BRTechnology0.16%1,476+876+146.00%$202,138
Vanguard Small-Cap Value ETFVBROther0.16%817--$198,523
Vanguard FTSE Emerging Markets ETFVWOOther0.16%3,269--$195,127
Kennebec Savings Bank Portfolio Stock Holdings | InsiderSet