Kennebec Savings Bank Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$102.0B

Holdings

253

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (253 positions)

#StockSharesValue% PortfolioType
1
AAPLApple Inc.
33,991$7.0B6.84%
2
MSFTMicrosoft Corp
13,518$6.7B6.59%
3
NVDANvidia Corp
21,085$3.3B3.27%
4
AMZNAmazon.com Inc.
14,547$3.2B3.13%
5
JPMJPMorgan Chase & Co.
10,449$3.0B2.97%
6
GOOGLAlphabet Inc. Cl A
15,797$2.8B2.73%
7
VEAVanguard FTSE Developed Markets ETF
39,161$2.2B2.19%
8
AVGOBroadcom Inc
7,787$2.1B2.10%
9
WMTWalmart Inc.
19,028$1.9B1.82%
10
XOMExxon Mobil Corp
17,243$1.9B1.82%
11
A4SAmeriprise Financial Inc
3,387$1.8B1.77%
12
ABBVAbbvie Inc.
8,948$1.7B1.63%
13
CSCOCisco Systems Inc.
23,213$1.6B1.58%
14
UNPUnion Pacific Corp.
6,379$1.5B1.44%
15
PGProcter & Gamble Co.
8,733$1.4B1.36%
16
MCDMcDonald's Corp.
4,720$1.4B1.35%
17
MRKMerck & Co. Inc.
17,141$1.4B1.33%
18
COSTCostco Wholesale Corp.
1,355$1.3B1.31%
19
PEPPepsiCo, Inc.
9,871$1.3B1.28%
20
BKNGBooking Holdings Inc
221$1.3B1.25%
21
BRK/BBerkshire Hathaway Cl B
2,603$1.3B1.24%
22
MDYSPDR S&P Midcap 400 ETF
2,210$1.3B1.23%
23
VVisa Inc.
3,494$1.2B1.22%
24
HONHoneywell Intl Inc.
5,062$1.2B1.16%
25
CATCaterpillar Inc
3,007$1.2B1.14%
26
WMBWilliams Companies Inc.
18,043$1.1B1.11%
27
RTXRTX Corporation
7,607$1.1B1.09%
28
HDHome Depot Inc
3,023$1.1B1.09%
29
JNJJohnson & Johnson
7,077$1.1B1.06%
30
GOOGAlphabet Inc. Cl C
6,058$1.1B1.05%
31
ADPAutomatic Data Processing Inc.
3,470$1.1B1.05%
32
METAMeta Platforms Inc Cl A
1,414$1.0B1.02%
33
ETNEaton Corp PLC ADR
2,902$1.0B1.02%
34
VOVanguard Mid-Cap ETF
3,641$1.0B1.00%
35
4I1Phillip Morris Intl, Inc.
5,261$958.2M0.94%
36
CRMSalesforce Inc
3,388$923.9M0.91%
37
SCHWCharles Schwab Corp.
9,642$879.7M0.86%
38
IJRiShares Core S&P Small-Cap ETF
7,635$834.4M0.82%
39
CBChubb Ltd ADR
2,879$834.1M0.82%
40
FQIDigital Realty Trust Inc
4,493$783.3M0.77%
41
BXBlackstone Inc
4,871$728.6M0.71%
42
DOWDow Inc
27,407$725.7M0.71%
43
NOCNorthrop Grumman Corp
1,424$712.0M0.70%
44
TELTE Connectivity Plc ADR
4,152$700.3M0.69%
45
PYPLPaypal Holdings Inc
9,412$699.5M0.69%
46
ECLEcolab Inc
2,584$696.2M0.68%
47
MDTMedtronic PLC ADR
7,662$667.9M0.65%
48
VNQVanguard Real Estate ETF
7,400$659.0M0.65%
49
NVSNNovartis AG ADR
5,445$658.9M0.65%
50
TSLATesla Motors Inc
2,048$650.6M0.64%
51
DGXQuest Diagnostics Inc.
3,615$649.4M0.64%
52
QCOMQualcomm Inc
4,002$637.4M0.62%
53
DHRDanaher Corp.
3,211$634.3M0.62%
54
LMTLockheed Martin Corp
1,360$629.9M0.62%
55
PNCPNC Financial Services Group
3,370$628.2M0.62%
56
TMOThermo Fisher Scientific Inc.
1,478$599.3M0.59%
57
ALSAllstate Corp
2,952$594.3M0.58%
58
AMDAdvanced Micro Devices Inc
4,185$593.9M0.58%
59
BACVerizon Communications Inc
13,059$565.1M0.55%
60
COPConocoPhillips
6,203$556.7M0.55%
61
PLDPrologis Inc
5,215$548.2M0.54%
62
AQLTIShares Core MSCI EAFE ETF
6,476$540.6M0.53%
63
NEENextera Energy Inc
7,718$535.8M0.53%
64
ADBEAdobe Sys Inc
1,360$526.2M0.52%
65
SBUXStarbucks Corp
5,729$524.9M0.51%
66
BABoeing Co
2,491$521.9M0.51%
67
ENBEnbridge Inc. ADR
11,233$509.1M0.50%
68
CVXChevron Corp.
3,485$499.0M0.49%
69
AMTAmerican Tower Corporation
2,218$490.2M0.48%
70
PRUPrudential Financial Inc.
4,374$469.9M0.46%
71
TRPTC Energy Corp ADR
9,567$466.8M0.46%
72
APDAir Products & Chemicals Inc.
1,635$461.2M0.45%
73
ZTSZoetis Inc
2,833$441.8M0.43%
74
HASHasbro Inc.
5,836$430.8M0.42%
75
DWDMorgan Stanley
3,029$426.7M0.42%
76
HBANHuntington Bancshares Inc
25,249$423.2M0.41%
77
DYHTarget Corp
4,239$418.2M0.41%
78
TFCTruist Financial Corporation
9,516$409.1M0.40%
79
GLWCorning Inc
7,588$399.1M0.39%
80
AEPAmerican Elec Pwr Inc.
3,711$385.1M0.38%
81
IEMGiShares Core MSCI Emerging Markets ETF
6,403$384.4M0.38%
82
FITBFifth Third Bancorp
9,058$372.6M0.37%
83
MPCMarathon Pete Corp.
1,815$301.5M0.30%
84
BKBank New York Mellon Corp
3,215$292.9M0.29%
85
DUKDuke Energy Corp
2,260$266.7M0.26%
86
BMTABritish American Tobacco ADR
5,586$264.4M0.26%
87
FTVFortive Corp
4,864$253.6M0.25%
88
DFASDimensional US Small Cap ETF
3,939$251.0M0.25%
89
MMITNYLI Mackay Municipal Insured ETF
10,039$239.4M0.23%
90
SUSAiShares Esg Optimized MSCI USA ETF
1,696$215.0M0.21%
91
BIVVanguard Interm-Term Bond ETF
2,703$209.1M0.20%
92
SLYVSPDR S&P 600 Small Cap Value ETF
2,299$183.4M0.18%
93
TSCOTractor Supply Co
3,397$179.3M0.18%
94
VBRVanguard Small-Cap Value ETF
900$175.5M0.17%
95
AVEMAvantis Emerging Markets Equity ETF
2,411$165.3M0.16%
96
IWFiShares Russell 1000 Growth Index ETF
388$164.7M0.16%
97
VWOVanguard FTSE Emerging Markets ETF
3,269$161.7M0.16%
98
LLYEli Lilly & Co.
193$150.4M0.15%
99
BRBroadridge Financial Solutions, Inc.
600$145.8M0.14%
100
SCHGSchwab US Large-Cap Growth ETF
4,970$145.2M0.14%
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