Penobscot Investment Management Company, Inc. Portfolio Stock Holdings

Penobscot Investment Management Company, Inc. disclosed 311 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and BROADCOM INC. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.

Report Period
March 31, 2026
No. of Stocks
311
Portfolio Value
$1.3B
Holdings by Sector
Penobscot Investment Management Company, Inc. Portfolio Holdings in Q1 2026

304 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology5.72%288,442-6,066-2.06%$73,203,771
NVIDIA CORPORATIONNVDATechnology5.64%413,824-2,372-0.57%$72,170,854
BROADCOM INCAVGOTechnology3.93%162,414-3,204-1.93%$50,268,672
MICROSOFT CORPMSFTTechnology3.87%133,582-1,388-1.03%$49,448,006
ALPHABET INCGOOGLCommunication Services3.26%145,072-5,934-3.93%$41,716,843
JPMORGAN CHASE & COJPMFinancial Services3.15%136,861-2,543-1.82%$40,259,076
AMAZON COM INCAMZNConsumer Cyclical1.85%113,843+1,287+1.14%$23,710,142
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.84%23,664+987+4.35%$23,579,171
STATE STR SPDR S&P 500 ETF TSPYOther1.81%35,594-3,988-10.08%$23,148,132
VISA INCVFinancial Services1.74%73,742-153-0.21%$22,287,918
AMPHENOL CORPAPHTechnology1.70%172,108-698-0.40%$21,745,802
INVESCO QQQ TRQQQOther1.69%37,340-296-0.79%$21,552,001
NEXTERA ENERGY INCNEEUtilities1.53%211,198-191-0.09%$19,616,068
QUANTA SVCS INCPWRIndustrials1.53%35,615+99+0.28%$19,553,393
TJX COS INC NEWTJXConsumer Cyclical1.50%119,811+960+0.81%$19,133,861
MASTERCARD INCORPORATEDMAFinancial Services1.42%36,296-402-1.10%$18,135,789
ALPHABET INCGOOGCommunication Services1.38%61,697-1,429-2.26%$17,698,347
SPDR SERIES TRUSTFLRNOther1.35%559,881-11,982-2.10%$17,233,137
ABBVIE INCABBVHealthcare1.30%76,399-677-0.88%$16,615,966
STRYKER CORPORATIONSYKHealthcare1.19%46,431+1,244+2.75%$15,256,634
JOHNSON & JOHNSONJNJHealthcare1.08%56,524+336+0.60%$13,816,727
SHERWIN WILLIAMS COSHWBasic Materials1.06%42,104-2,165-4.89%$13,496,499
HOME DEPOT INCHDConsumer Cyclical1.05%40,647-372-0.91%$13,368,392
VANECK ETF TRUSTSMHOther0.97%32,269+1,444+4.68%$12,372,027
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.95%77,600-440-0.56%$12,204,928
ELI LILLY & COLLYHealthcare0.87%12,057+35+0.29%$11,089,630
KLA CORPKLACTechnology0.87%7,517+15+0.20%$11,067,414
META PLATFORMS INCMETACommunication Services0.85%19,037-345-1.78%$10,891,822
WALMART INCWMTConsumer Defensive0.79%81,694+165+0.20%$10,152,878
EXXON MOBIL CORPXOMEnergy0.77%57,788-724-1.24%$9,804,368
DANAHER CORP DELDHRHealthcare0.76%50,990-1,445-2.76%$9,667,704
CITIGROUP INCCFinancial Services0.76%85,224+11,438+15.50%$9,665,254
PROCTER & GAMBLE COPGConsumer Defensive0.72%63,990-1,482-2.26%$9,242,678
RTX CORPORATIONRTXIndustrials0.71%47,192-1,152-2.38%$9,103,337
CISCO SYS INCCSCOTechnology0.70%115,969-200-0.17%$8,998,064
COMFORT SYS USA INCFIXIndustrials0.70%6,498+343+5.57%$8,960,677
ISHARES TRFLOTOther0.69%173,959+6,590+3.94%$8,863,211
AUTOMATIC DATA PROCESSING INADPTechnology0.68%43,112-2,668-5.83%$8,759,496
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.65%17,468+101+0.58%$8,370,857
CHEVRON CORPORATIONCVXEnergy0.65%40,095+507+1.28%$8,295,602
DEERE & CODEIndustrials0.58%13,066+362+2.85%$7,360,264
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.54%13,996+357+2.62%$6,879,454
LINDE PLCLINOther0.53%13,699+773+5.98%$6,791,520
TRAVELERS COMPANIES INCTRVFinancial Services0.53%23,172-252-1.08%$6,758,856
FABRINETFNOther0.50%12,362+320+2.66%$6,447,030
INTUITINTUTechnology0.50%14,841+6,819+85.00%$6,416,952
ILLINOIS TOOL WKS INCITWIndustrials0.50%24,321-780-3.11%$6,330,513
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.49%21,778-703-3.13%$6,326,291
CATERPILLAR INCCATIndustrials0.49%8,857+125+1.43%$6,274,830
CINTAS CORPCTASIndustrials0.49%36,867-7,120-16.19%$6,235,723
PEPSICO INCPEPConsumer Defensive0.48%39,830-5,987-13.07%$6,185,201
ISHARES TRIBDUOther0.48%262,865+18,715+7.67%$6,114,240
APPLIED MATLS INCAMATTechnology0.47%17,626--$6,024,391
AMGEN INCAMGNHealthcare0.47%16,956+572+3.49%$5,965,969
ISHARES TRIBDTOther0.46%233,753+9,585+4.28%$5,920,963
S&P GLOBAL INCSPGIFinancial Services0.46%13,824-4,632-25.10%$5,880,032
BANK AMERICA CORPBACFinancial Services0.46%119,751-125-0.10%$5,837,861
ARISTA NETWORKS INCANETOther0.46%47,420+5,632+13.48%$5,822,228
UNITEDHEALTH GROUP INCUNHHealthcare0.44%20,962-392-1.84%$5,672,045
CASEYS GEN STORES INCCASYConsumer Cyclical0.43%7,508+435+6.15%$5,464,773
CORNING INCGLWTechnology0.42%39,864-225-0.56%$5,420,308
ISHARES TRIBDSOther0.38%203,090+3,550+1.78%$4,922,902
ISHARES TREFAOther0.37%48,702+2,450+5.30%$4,730,433
BLACKROCK INCBLKOther0.37%4,902+131+2.75%$4,714,591
CUMMINS INCCMIIndustrials0.37%8,725-210-2.35%$4,694,225
ONEOK INC NEWOKEEnergy0.35%49,772+525+1.07%$4,498,891
GE AEROSPACEGEIndustrials0.35%15,774+1,995+14.48%$4,476,100
ABBOTT LABORATORIESABTHealthcare0.35%43,107-2,683-5.86%$4,425,792
HEICO CORP NEWHEIIndustrials0.35%16,139--$4,425,314
NOVARTIS AGNVSHealthcare0.34%28,286-30-0.11%$4,320,687
INTUITIVE SURGICAL INCISRGHealthcare0.33%9,217+303+3.40%$4,249,083
ISHARES TREEMOther0.33%74,026+25,509+52.58%$4,203,948
UNITED RENTALS INCURIIndustrials0.32%5,625-104-1.82%$4,098,114
EMERSON ELEC COEMRIndustrials0.31%30,472-319-1.04%$3,992,441
LAM RESEARCH CORPLRCXOther0.31%18,470+2,300+14.22%$3,946,300
PALO ALTO NETWORKS INCPANWTechnology0.31%24,470-125-0.51%$3,923,026
D R HORTON INCDHIConsumer Cyclical0.30%28,280-550-1.91%$3,880,582
LOCKHEED MARTIN CORPLMTIndustrials0.30%6,363+50+0.79%$3,845,734
STATE STR SPDR S&P MIDCAP 40MDYOther0.30%6,221--$3,836,864
MERCK & CO INCMRKHealthcare0.30%31,407-202-0.64%$3,777,948
UNION PAC CORPUNPIndustrials0.29%15,430-40-0.26%$3,743,627
ANALOG DEVICES INCADITechnology0.29%11,594+220+1.93%$3,688,506
CSX CORPCSXIndustrials0.29%89,212--$3,662,153
REPUBLIC SVCS INCRSGIndustrials0.28%16,469+255+1.57%$3,607,040
ISHARES TRIBDVOther0.27%157,647+27,205+20.86%$3,450,893
ASML HLDG NVASMLOther0.27%2,602+93+3.71%$3,437,130
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.26%9,833+345+3.64%$3,322,910
NASDAQ INCNDAQFinancial Services0.26%38,694-800-2.03%$3,284,734
ISHARES TRIEFAOther0.25%35,209+6,527+22.76%$3,187,471
MCDONALDS CORPMCDConsumer Cyclical0.24%10,044-395-3.78%$3,121,575
INVESCO EXCHANGE TRADED FD TRSPOther0.23%15,494+8,975+137.67%$2,973,632
CHUBB LTD SWITZCBFinancial Services0.23%9,119-273-2.91%$2,972,156
MARRIOTT INTL INC NEWMARConsumer Cyclical0.23%9,020+645+7.70%$2,950,080
AFLAC INCAFLFinancial Services0.22%25,972-3,414-11.62%$2,849,333
PARKER-HANNIFIN CORPPHIndustrials0.22%3,152--$2,821,796
HONEYWELL INTL INCHONIndustrials0.22%12,285-654-5.05%$2,776,779
CADENCE DESIGN SYSTEM INCCDNSTechnology0.22%9,940-419-4.04%$2,762,000
DECKERS OUTDOOR CORPDECKConsumer Cyclical0.21%27,445+355+1.31%$2,746,970
WEC ENERGY GROUP INCWECUtilities0.21%22,900-1,020-4.26%$2,651,133
MONDELEZ INTL INCMDLZConsumer Defensive0.21%45,487-1,935-4.08%$2,621,871