Bath Savings Trust Co

CIK: 1384943SEC EDGAR →

Portfolio Value

$158.3B

Holdings

177

As of

Q2 2026

New Positions

15

Closed Positions

6

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Vanguard Short-Term Corporate Bond Idx Fd

340,608$26.9B
17.00%
2

NEXTERA ENERGY INC

272,693$23.9B
15.12%
3

ABBOTT LABORATORIES

151,473$13.7B
8.68%
4

VANGUARD GROWTH ETF

138,998$12.0B
7.56%
5

CHURCH & DWIGHT COMPANY INC

111,209$10.8B
6.80%
6

COLGATE PALMOLIVE COMPANY

81,513$7.5B
4.72%
7

VANGUARD SHORT TERM BOND ETF

89,259$7.0B
4.39%
8

COCA COLA COMPANY

77,383$6.3B
3.97%
9

O'REILLY AUTOMOTIVE

52,759$4.9B
3.07%
10

ETF VANGUARD FTSE DEVELOPED MARKETS

61,077$4.4B
2.75%

Quarterly Changes

Top Buys

VUG↑ Increased
$12.0B
CSCO↑ Increased
$2.4B
VO↑ Increased
$1.4B
NEE↑ Increased
$1.3B
VEA↑ Increased
$1.0B

Top Sells

ABT↓ Decreased
$13.7B
MCX↓ Decreased
$4.8B
NKE↓ Decreased
$3.5B
SBUX↓ Decreased
$883.9M
CHD↓ Decreased
$569.0M

New Positions (15)

$334.3M · 8K shares
$298.4M · 3K shares
$276.9M · 4K shares
$210.0M · 7K shares
$209.3M · 3K shares
$524K · 3K shares
$468K · 3K shares
$407K · 943 shares
$328K · 565 shares
$284K · 2K shares
$268K · 232 shares
$248K · 2K shares
$231K · 2K shares
$223K · 728 shares
$219K · 736 shares

Closed Positions (6)

$236.4M · 4K shares
$224.7M · 5K shares
$379K · 3K shares
$235K · 663 shares
$227K · 932 shares
$221K · 581 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services57$71.2B44.9%
Consumer Defensive11$29.4B18.6%
Utilities6$24.7B15.6%
Healthcare17$15.8B10.0%
Consumer Cyclical14$6.8B4.3%
Technology26$5.0B3.1%
Industrials22$4.2B2.6%
Communication Services6$902.2M0.6%
Unknown8$300.8M0.2%
Basic Materials6$39.4M0.0%
Energy2$23.5M0.0%
Real Estate2$10.9M0.0%