Arkolith/Funds/Kennebec Savings Bank

Kennebec Savings Bank

CIK 2043536Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Kennebec Savings Bank holds a diversified book of 284 stocks worth $124.6M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Honeywell International Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
41
new positions
Added to
74
existing
Trimmed
52
reduced
Sold out
6
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
34%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

89% mapped to company sectors

Information Technology
30%
Financials
14%
Industrials
11%
ETF / fund or unclassified
11%
Consumer Discretionary
10%
Health Care
8%
Materials
4%
Energy
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

284 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc.
COM
$9.1M31.3K
7.3%
−2.1%
Reduced · −678 sh
2Microsoft Corp
COM
$5.3M14.2K
4.3%
+7.1%
Added · +940 sh
3Alphabet Inc. Cl A
CAP STK CL A
$5.1M14.2K
4.1%
−3.2%
Reduced · −468 sh
4Nvidia Corp
COM
$4.3M21.4K
3.4%
+1.2%
Added · +259 sh
5JPMorgan Chase & Co.
COM
$3.9M11.9K
3.1%
+18%
Added · +2K sh
6Amazon.com Inc.
COM
$3.7M15.7K
3.0%
+1.5%
Added · +232 sh
7Caterpillar Inc
COM
$3.2M3.0K
2.5%
−1.6%
Reduced · −48 sh
8Broadcom Inc
COM
$3.0M7.9K
2.4%
+2.1%
Added · +165 sh
9Vanguard FTSE Developed Markets ETF
VAN FTSE DEV MKT
$2.7M37.9K
2.2%
−0.9%
Reduced · −346 sh
10Cisco Systems Inc.
COM
$2.6M22.4K
2.1%
+2.1%
Added · +456 sh
11Abbvie Inc.
COM
$2.3M9.2K
1.9%
+0.5%
Added · +43 sh
12Exxon Mobil Corp
COM
$2.2M16.4K
1.8%
−1.7%
Reduced · −292 sh
13Walmart Inc.
COM
$2.2M19.4K
1.8%
−0.3%
Reduced · −70 sh
14Merck & Co. Inc.
COM
$2.2M16.8K
1.7%
−6.8%
Reduced · −1K sh
15Union Pacific Corp.
COM
$2.1M7.7K
1.7%
+13%
Added · +894 sh
16Ameriprise Financial Inc
COM
$1.8M3.9K
1.4%
+4.1%
Added · +154 sh
17Berkshire Hathaway Cl B
CL B NEW
$1.7M3.5K
1.4%
+30%
Added · +813 sh
18Home Depot Inc
COM
$1.6M4.6K
1.3%
+1.8%
Added · +81 sh
19Alphabet Inc. Cl C
CAP STK CL C
$1.6M4.4K
1.3%
−8.0%
Reduced · −384 sh
20Johnson & Johnson
COM
$1.5M5.9K
1.2%
−15%
Reduced · −1K sh
21State Street SPDR S&P Midcap 400 ETF Trust
UTSER1 S&PDCRP
$1.5M2.1K
1.2%
−4.4%
Reduced · −97 sh
22Procter & Gamble Co.
COM
$1.5M10.1K
1.2%
+0.6%
Added · +59 sh
23Visa Inc.
COM CL A
$1.5M4.3K
1.2%
+18%
Added · +664 sh
24RTX Corporation
COM
$1.4M7.4K
1.1%
−0.1%
Reduced · −11 sh
25PepsiCo, Inc.
COM
$1.4M10.3K
1.1%
+0.6%
Added · +64 sh
26McDonald's Corp.
COM
$1.4M5.0K
1.1%
+2.1%
Added · +106 sh
27Eaton Corp PLC
SHS
$1.3M3.2K
1.1%
+1.2%
Added · +37 sh
28Costco Wholesale Corp.
COM
$1.3M1.4K
1.1%
+0.3%
Added · +5 sh
29Williams Companies Inc.
COM
$1.3M17.9K
1.1%
−4.0%
Reduced · −743 sh
30Meta Platforms Inc Cl A
CL A
$1.2M2.0K
0.9%
+49%
Added · +677 sh
31Vanguard Mid-Cap ETF
MID CAP ETF
$1.1M13.9K
0.9%
+270%
Added · +10K sh
32Phillip Morris Intl, Inc.
COM
$1.0M5.8K
0.8%
+19%
Added · +931 sh
33Chubb Ltd
COM
$1.0M3.0K
0.8%
+1.2%
Added · +37 sh
34Booking Holdings Inc
COM
$1.0M5.7K
0.8%
26×
Added · +5K sh
35Blackstone Inc
COM
$916K7.8K
0.7%
+7.0%
Added · +512 sh
36iShares Core S&P Small-Cap ETF
CORE S&P SCP ETF
$892K6.0K
0.7%
Held
37Automatic Data Processing Inc.
COM
$886K4.0K
0.7%
+21%
Added · +678 sh
38PNC Financial Services Group
COM
$876K3.6K
0.7%
+0.3%
Added · +10 sh
39Thermo Fisher Scientific Inc.
COM
$850K1.7K
0.7%
+3.1%
Added · +51 sh
40Nextera Energy Inc
COM
$848K9.7K
0.7%
−0.3%
Reduced · −25 sh
41Digital Realty Trust Inc
COM
$844K4.7K
0.7%
−1.7%
Reduced · −83 sh
42Corning Inc
COM
$813K3.2K
0.7%
−45%
Reduced · −3K sh
43Novartis AG ADR
SPONSORED ADR
$809K5.2K
0.6%
−1.7%
Reduced · −90 sh
44Tesla Motors Inc
COM
$806K1.9K
0.6%
−5.0%
Reduced · −100 sh
45Morgan Stanley
COM NEW
$800K3.8K
0.6%
−1.6%
Reduced · −62 sh
46Allstate Corp
COM
$797K3.3K
0.6%
+5.4%
Added · +173 sh
47Northrop Grumman Corp
COM
$765K1.5K
0.6%
+1.6%
Added · +24 sh
48Lockheed Martin Corp
COM
$764K1.5K
0.6%
−2.0%
Reduced · −31 sh
49Ecolab Inc
COM
$760K2.7K
0.6%
+2.4%
Added · +65 sh
50Qualcomm Inc
COM
$752K4.1K
0.6%
−3.0%
Reduced · −126 sh
Showing 50 of 284 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 2026284$124.6M13F-HR
Q1 2026Mar 31, 2026Apr 17, 2026249$111.4M13F-HR
Q4 2025Dec 31, 2025Jan 22, 2026249$115.8M13F-HR
Q3 2025Sep 30, 2025Oct 9, 2025258$109.7M13F-HR
Q2 2025Jun 30, 2025Jul 21, 2025253$102.0M13F-HR
Q1 2025Mar 31, 2025Apr 14, 2025272$94.5M13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025246$99.3M13F-HR
Q3 2024Sep 30, 2024Nov 4, 2024270$101.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.