Kennebec Savings Bank
•CIK: 2043536•Filing: Q4 2025
**Kennebec Savings Bank** manages $116M across a diversified portfolio of 249 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding AAPL at $9.2M and MSFT at $6.6M. Further top allocations include GOOGL ($4.6M), NVDA ($3.9M), and AMZN ($3.5M), signaling a strong conviction in established growth leaders. This structure suggests a core focus on large-cap technology exposure balanced with select financial and industrial plays.
Total AUM
$115.8M
QoQ Performance
+5.5%
Positions
248
Top 10 Concentration
35.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
AAPL7.9%
MSFT5.7%
GOOGL4.0%
NVDA3.4%
AMZN3.0%
JPM2.8%
AVGO2.3%
VEA2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other30.9%
Technology29.0%
Consumer10.8%
Financial7.9%
Healthcare7.3%
Industrial6.2%
Energy2.7%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
+53 more exited positions
Changes from Q3 2025
↑66 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024