Kennebec Savings Bank Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$102.0M

Holdings

253

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (253 positions)

StockValue
AAPLApple Inc.
$7.0M
MSFTMicrosoft Corp
$6.7M
NVDANvidia Corp
$3.3M
AMZNAmazon.com Inc.
$3.2M
JPMJPMorgan Chase & Co.
$3.0M
GOOGLAlphabet Inc. Cl A
$2.8M
VEAVanguard FTSE Developed Markets ETF
$2.2M
AVGOBroadcom Inc
$2.1M
WMTWalmart Inc.
$1.9M
XOMExxon Mobil Corp
$1.9M
A4SAmeriprise Financial Inc
$1.8M
ABBVAbbvie Inc.
$1.7M
CSCOCisco Systems Inc.
$1.6M
UNPUnion Pacific Corp.
$1.5M
PGProcter & Gamble Co.
$1.4M
MCDMcDonald's Corp.
$1.4M
MRKMerck & Co. Inc.
$1.4M
COSTCostco Wholesale Corp.
$1.3M
PEPPepsiCo, Inc.
$1.3M
BKNGBooking Holdings Inc
$1.3M
BRK/BBerkshire Hathaway Cl B
$1.3M
MDYSPDR S&P Midcap 400 ETF
$1.3M
VVisa Inc.
$1.2M
HONHoneywell Intl Inc.
$1.2M
CATCaterpillar Inc
$1.2M
WMBWilliams Companies Inc.
$1.1M
RTXRTX Corporation
$1.1M
HDHome Depot Inc
$1.1M
JNJJohnson & Johnson
$1.1M
GOOGAlphabet Inc. Cl C
$1.1M
ADPAutomatic Data Processing Inc.
$1.1M
METAMeta Platforms Inc Cl A
$1.0M
ETNEaton Corp PLC ADR
$1.0M
VOVanguard Mid-Cap ETF
$1.0M
4I1Phillip Morris Intl, Inc.
$958K
CRMSalesforce Inc
$924K
SCHWCharles Schwab Corp.
$880K
IJRiShares Core S&P Small-Cap ETF
$834K
CBChubb Ltd ADR
$834K
FQIDigital Realty Trust Inc
$783K
BXBlackstone Inc
$729K
DOWDow Inc
$726K
NOCNorthrop Grumman Corp
$712K
TELTE Connectivity Plc ADR
$700K
PYPLPaypal Holdings Inc
$700K
ECLEcolab Inc
$696K
MDTMedtronic PLC ADR
$668K
VNQVanguard Real Estate ETF
$659K
NVSNNovartis AG ADR
$659K
TSLATesla Motors Inc
$651K
DGXQuest Diagnostics Inc.
$649K
QCOMQualcomm Inc
$637K
DHRDanaher Corp.
$634K
LMTLockheed Martin Corp
$630K
PNCPNC Financial Services Group
$628K
TMOThermo Fisher Scientific Inc.
$599K
ALSAllstate Corp
$594K
AMDAdvanced Micro Devices Inc
$594K
BACVerizon Communications Inc
$565K
COPConocoPhillips
$557K
PLDPrologis Inc
$548K
AQLTIShares Core MSCI EAFE ETF
$541K
NEENextera Energy Inc
$536K
ADBEAdobe Sys Inc
$526K
SBUXStarbucks Corp
$525K
BABoeing Co
$522K
ENBEnbridge Inc. ADR
$509K
CVXChevron Corp.
$499K
AMTAmerican Tower Corporation
$490K
PRUPrudential Financial Inc.
$470K
TRPTC Energy Corp ADR
$467K
APDAir Products & Chemicals Inc.
$461K
ZTSZoetis Inc
$442K
HASHasbro Inc.
$431K
DWDMorgan Stanley
$427K
HBANHuntington Bancshares Inc
$423K
DYHTarget Corp
$418K
TFCTruist Financial Corporation
$409K
GLWCorning Inc
$399K
AEPAmerican Elec Pwr Inc.
$385K
IEMGiShares Core MSCI Emerging Markets ETF
$384K
FITBFifth Third Bancorp
$373K
MPCMarathon Pete Corp.
$301K
BKBank New York Mellon Corp
$293K
DUKDuke Energy Corp
$267K
BMTABritish American Tobacco ADR
$264K
FTVFortive Corp
$254K
DFASDimensional US Small Cap ETF
$251K
MMITNYLI Mackay Municipal Insured ETF
$239K
SUSAiShares Esg Optimized MSCI USA ETF
$215K
BIVVanguard Interm-Term Bond ETF
$209K
SLYVSPDR S&P 600 Small Cap Value ETF
$183K
TSCOTractor Supply Co
$179K
VBRVanguard Small-Cap Value ETF
$176K
AVEMAvantis Emerging Markets Equity ETF
$165K
IWFiShares Russell 1000 Growth Index ETF
$165K
VWOVanguard FTSE Emerging Markets ETF
$162K
LLYEli Lilly & Co.
$150K
BRBroadridge Financial Solutions, Inc.
$146K
SCHGSchwab US Large-Cap Growth ETF
$145K
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