Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kennebec Savings Bank (CIK 2043536) reported $111.4M across 249 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($8.1M, 7.29%), MSFT ($4.9M, 4.42%), GOOGL ($4.2M, 3.78%), NVDA ($3.7M, 3.32%), AMZN ($3.2M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $8.1M | 7.29% | 31,991 | Trimmed |
| 2 | MSFT | Microsoft Corp | $4.9M | 4.42% | 13,286 | Trimmed |
| 3 | GOOGL | Alphabet Inc. Cl A | $4.2M | 3.78% | 14,624 | Trimmed |
| 4 | NVDA | Nvidia Corp | $3.7M | 3.32% | 21,177 | Added |
| 5 | AMZN | Amazon.com Inc. | $3.2M | 2.89% | 15,431 | Added |
| 6 | JPM | JPMorgan Chase & Co. | $3.0M | 2.65% | 10,037 | Trimmed |
| 7 | XOM | Exxon Mobil Corp | $2.8M | 2.55% | 16,731 | Trimmed |
| 8 | VEA | Vanguard FTSE Developed Markets ETF | $2.4M | 2.20% | 38,198 | Trimmed |
| 9 | WMT | Walmart Inc. | $2.4M | 2.18% | 19,512 | Added |
| 10 | AVGO | Broadcom Inc | $2.4M | 2.15% | 7,733 | Added |
| 11 | MRK | Merck & Co. Inc. | $2.2M | 1.95% | 18,022 | Trimmed |
| 12 | CAT | Caterpillar Inc | $2.1M | 1.91% | 3,008 | Added |
| 13 | ABBV | Abbvie Inc. | $2.0M | 1.80% | 9,204 | Trimmed |
| 14 | CSCO | Cisco Systems Inc. | $1.7M | 1.53% | 21,920 | Trimmed |
| 15 | AMP | Ameriprise Financial Inc | $1.7M | 1.51% | 3,776 | Added |
| 16 | JNJ | Johnson & Johnson | $1.7M | 1.51% | 6,885 | Trimmed |
| 17 | UNP | Union Pacific Corp. | $1.7M | 1.48% | 6,816 | Trimmed |
| 18 | PEP | PepsiCo, Inc. | $1.6M | 1.43% | 10,249 | Added |
| 19 | MCD | McDonald's Corp. | $1.5M | 1.37% | 4,923 | Added |
| 20 | HD | Home Depot Inc | $1.5M | 1.33% | 4,494 | Added |
| 21 | PG | Procter & Gamble Co. | $1.4M | 1.30% | 10,036 | Added |
| 22 | RTX | RTX Corporation | $1.4M | 1.28% | 7,415 | Trimmed |
| 23 | COST | Costco Wholesale Corp. | $1.4M | 1.28% | 1,430 | Added |
| 24 | GOOG | Alphabet Inc. Cl C | $1.4M | 1.24% | 4,816 | Trimmed |
| 25 | MDY | State Street SPDR S&P Midcap 400 ETF Trust | $1.4M | 1.22% | 2,210 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31