Kennebec Savings Bank

CIK: 0002043536Latest portfolio: $115.8M · Q4 2025

Holdings

249

Total Value

$115.8M

New Positions

1

Closed Positions

9

#StockSharesValue% PortfolioChangeType
1
AAPLApple Inc.
33,851$9.2M7.95%-350
2
MSFTMicrosoft Corp
13,549$6.6M5.66%+39
3
GOOGLAlphabet Inc. Cl A
14,738$4.6M3.98%+27
4
NVDANvidia Corp
20,965$3.9M3.38%-26
5
AMZNAmazon.com Inc.
15,047$3.5M3.00%+270
6
JPMJPMorgan Chase & Co.
10,183$3.3M2.83%-243
7
AVGOBroadcom Inc
7,643$2.6M2.28%-15
8
VEAVanguard FTSE Developed Markets ETF
38,665$2.4M2.09%-249
9
WMTWalmart Inc.
19,473$2.2M1.87%+331
10
XOMExxon Mobil Corp
17,759$2.1M1.85%-164
11
ABBVAbbvie Inc.
9,209$2.1M1.82%+122
12
MRKMerck & Co. Inc.
18,333$1.9M1.67%+292
13
A4SAmeriprise Financial Inc
3,703$1.8M1.57%+224
14
CATCaterpillar Inc
3,002$1.7M1.48%-11
15
CSCOCisco Systems Inc.
21,925$1.7M1.46%+161
16
UNPUnion Pacific Corp.
6,870$1.6M1.37%+58
17
GOOGAlphabet Inc. Cl C
4,887$1.5M1.32%-92
18
MCDMcDonald's Corp.
4,911$1.5M1.30%+94
19
JNJJohnson & Johnson
7,240$1.5M1.29%+119
20
PEPPepsiCo, Inc.
10,242$1.5M1.27%+43
21
HDHome Depot Inc
4,171$1.4M1.24%+150
22
PGProcter & Gamble Co.
9,892$1.4M1.22%+918
23
RTXRTX Corporation
7,564$1.4M1.20%+1
24
BIVVanguard Interm-Term Bond ETF
17,429$1.4M1.17%+15K
25
BRK/BBerkshire Hathaway Cl B
2,667$1.3M1.16%+1

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SCHV8K+3K
HBAN33K+1K
PG10K+918
SBUX7K+908
WMB19K+628
VNQ8K+597
FITB12K+548
SUSA2K+546
WMT19K+331
NEE10K+328

Decreased Positions

NameSharesChange
PYPL7K-2267
GLW6K-1570
BAC12K-1437
ZTS2K-1283
TSCO3K-517
DYH4K-368
AAPL34K-350
BMTA410-268
VEA39K-249
COP6K-248

Sector Breakdown

Financial Services0.0% ($3.281241513571333e+165T)
Technology0.0% ($9.202655239092645e+66T)
Industrials0.0% ($1.719158913871063e+66T)
Healthcare0.0% ($2.1041929149893777e+57T)
Consumer Cyclical0.0% ($3.473150014351204e+36T)
Unknown0.0% ($1.8151340783742731e+27T)
Consumer Defensive0.0% ($2.1691469141712038e+23T)
Energy0.0% ($2137112661156954368.0T)
Utilities0.0% ($7814342668379785.0T)
Communication Services0.0% ($46121533.9T)
Basic Materials0.0% ($6904242.3T)
Real Estate0.0% ($70.8B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 22, 2026$115.8M249
Q3 2025Oct 9, 2025$109.7B258
Q2 2025Jul 21, 2025$102.0B253
Q1 2025Apr 14, 2025$94.5B272

Fund Information

CIK0002043536
Most Recent FilingJan 22, 2026
Number of Filings4

Kennebec Savings Bank is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $115.8M across 249 holdings. The largest position is Apple Inc. (AAPL), representing 7.9% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.