Kennebec Savings Bank Q1 2025 Filing

Filed April 14, 2025

Portfolio Value

$94.5M

Holdings

272

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (272 positions)

StockValue
AAPLApple Inc.
$7.5M
MSFTMicrosoft Corp
$5.0M
AMZNAmazon.com Inc.
$2.6M
JPMJPMorgan Chase & Co.
$2.6M
GOOGLAlphabet Inc. Cl A
$2.3M
NVDANvidia Corp
$2.2M
VEAVanguard FTSE Developed Markets ETF
$2.0M
XOMExxon Mobil Corp
$2.0M
ABBVAbbvie Inc.
$1.9M
WMTWalmart Inc.
$1.7M
A4SAmeriprise Financial Inc
$1.7M
PGProcter & Gamble Co.
$1.5M
PEPPepsiCo, Inc.
$1.5M
UNPUnion Pacific Corp.
$1.5M
MRKMerck & Co. Inc.
$1.5M
MCDMcDonald's Corp.
$1.5M
CSCOCisco Systems Inc.
$1.4M
BRK/BBerkshire Hathaway Cl B
$1.3M
AVGOBroadcom Inc
$1.3M
COSTCostco Wholesale Corp.
$1.2M
VVisa Inc.
$1.2M
JNJJohnson & Johnson
$1.2M
MDYSPDR S&P Midcap 400 ETF
$1.2M
WMBWilliams Companies Inc.
$1.1M
HDHome Depot Inc
$1.1M
ADPAutomatic Data Processing Inc.
$1.1M
HONHoneywell Intl Inc.
$1.1M
BKNGBooking Holdings Inc
$1000K
RTXRTX Corporation
$985K
GOOGAlphabet Inc. Cl C
$967K
VOVanguard Mid-Cap ETF
$950K
CATCaterpillar Inc
$941K
DOWDow Inc
$887K
CRMSalesforce Inc
$858K
CBChubb Ltd ADR
$837K
4I1Phillip Morris Intl, Inc.
$835K
METAMeta Platforms Inc Cl A
$820K
IJRiShares Core S&P Small-Cap ETF
$798K
SCHWCharles Schwab Corp.
$755K
ETNEaton Corp PLC ADR
$738K
MDTMedtronic PLC ADR
$714K
NOCNorthrop Grumman Corp
$678K
TMOThermo Fisher Scientific Inc.
$675K
FQIDigital Realty Trust Inc
$674K
VNQVanguard Real Estate ETF
$674K
DGXQuest Diagnostics Inc.
$649K
ALSAllstate Corp
$636K
NVSNNovartis AG ADR
$635K
LMTLockheed Martin Corp
$634K
QCOMQualcomm Inc
$629K
ECLEcolab Inc
$626K
DHRDanaher Corp.
$626K
BACVerizon Communications Inc
$614K
COPConocoPhillips
$613K
PLDPrologis Inc
$600K
CVXChevron Corp.
$599K
SBUXStarbucks Corp
$581K
PYPLPaypal Holdings Inc
$570K
PNCPNC Financial Services Group
$559K
TELTE Connectivity Plc ADR
$555K
NEENextera Energy Inc
$549K
TSLATesla Motors Inc
$521K
ENBEnbridge Inc. ADR
$517K
APDAir Products & Chemicals Inc.
$511K
PRUPrudential Financial Inc.
$506K
AQLTIShares Core MSCI EAFE ETF
$504K
ADBEAdobe Sys Inc
$477K
TRPTC Energy Corp ADR
$470K
AMTAmerican Tower Corporation
$464K
DYHTarget Corp
$459K
AMDAdvanced Micro Devices Inc
$441K
ZTSZoetis Inc
$435K
BABoeing Co
$425K
AEPAmerican Elec Pwr Inc.
$422K
TFCTruist Financial Corporation
$410K
HBANHuntington Bancshares Inc
$397K
HASHasbro Inc.
$375K
GLWCorning Inc
$366K
FITBFifth Third Bancorp
$360K
IEMGiShares Core MSCI Emerging Markets ETF
$346K
DWDMorgan Stanley
$339K
FTVFortive Corp
$332K
DUKDuke Energy Corp
$291K
BKBank New York Mellon Corp
$270K
MPCMarathon Pete Corp.
$264K
UNHUnitedHealth Group Inc.
$251K
SUSAiShares MSCI USA ESG Select ETF
$247K
MMITNYLI Mackay Municipal Insured ETF
$241K
BMTABritish American Tobacco ADR
$231K
BIVVanguard Interm-Term Bond ETF
$219K
TSCOTractor Supply Co
$216K
DFASDimensional US Small Cap ETF
$191K
SLYVSPDR S&P 600 Small Cap Value ETF
$180K
VBRVanguard Small-Cap Value ETF
$168K
LLYEli Lilly & Co.
$165K
VWOVanguard FTSE Emerging Markets ETF
$155K
8CWCrown Castle Intl Corp
$151K
AVEMAvantis Emerging Markets Equity ETF
$148K
BRBroadridge Financial Solutions, Inc.
$145K
GVIiShares Barclays Interm Govt/Credit Bond ETF
$143K
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