StockDriftsStockDriftsTop 50 Kennebec Savings Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 7.27% | 31.3K | $9.1M | -2.12%(-678) | $214.41(+43.03%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 4.26% | 14.2K | $5.3M | +7.08%(+940) | $432.48(+16.25%) | 2026-06-30 | |
| GOOGL | Alphabet Inc. Cl A | 4.06% | 14.2K | $5.1M | -3.20%(-468) | $173.63(+102.42%) | 2026-06-30 | |
| NVDA | Nvidia Corp | 3.44% | 21.4K | $4.3M | +1.22%(+259) | $124.33(+77.32%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co. | 3.12% | 11.9K | $3.9M | +18.25%(+1.83K) | $221.84(+62.95%) | 2026-06-30 | |
| AMZN | Amazon.com Inc. | 3% | 15.7K | $3.7M | +1.50%(+232) | $193.18(+42.33%) | 2026-06-30 | |
| CAT | Caterpillar Inc | 2.53% | 3.0K | $3.2M | -1.60%(-48) | $361.98(+136.42%) | 2026-06-30 | |
| AVGO | Broadcom Inc | 2.39% | 7.9K | $3.0M | +2.13%(+165) | $171.89(+144.55%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Markets ETF | 2.16% | 37.9K | $2.7M | -0.91%(-346) | $51.10(+42.84%) | 2026-06-30 | |
| CSCO | Cisco Systems Inc. | 2.11% | 22.4K | $2.6M | +2.08%(+456) | $51.63(+134.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.76% |
Kennebec Savings Bank reports $124.60M in US-listed equity holdings across 284 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.3%), MSFT (4.3%) and GOOGL (4.1%). The top 20 holdings account for 49.79% of reported assets. Its disclosed equity book has returned +32.02% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kennebec Savings Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043536). View Kennebec Savings Bank’s 13F filings on SEC