Kennebec Savings Bank 13F 持仓 · 2026年Q2
Kennebec Savings Bank 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 284 只证券，申报市值合计 1.25 亿美元。前几大持仓：AAPL（7.27%）、MSFT（4.26%）、GOOGL（4.06%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $9.1M | 7.27% | 31,313 | 减持 |
| 2 | MSFT | Microsoft Corp | $5.3M | 4.26% | 14,226 | 增持 |
| 3 | GOOGL | Alphabet Inc. Cl A | $5.1M | 4.06% | 14,156 | 减持 |
| 4 | NVDA | Nvidia Corp | $4.3M | 3.44% | 21,436 | 增持 |
| 5 | JPM | JPMorgan Chase & Co. | $3.9M | 3.12% | 11,869 | 增持 |
| 6 | AMZN | Amazon.com Inc. | $3.7M | 3.00% | 15,663 | 增持 |
| 7 | CAT | Caterpillar Inc | $3.2M | 2.53% | 2,960 | 减持 |
| 8 | AVGO | Broadcom Inc | $3.0M | 2.39% | 7,898 | 增持 |
| 9 | VEA | Vanguard FTSE Developed Markets ETF | $2.7M | 2.16% | 37,852 | 减持 |
| 10 | CSCO | Cisco Systems Inc. | $2.6M | 2.11% | 22,376 | 增持 |
| 11 | ABBV | Abbvie Inc. | $2.3M | 1.87% | 9,247 | 增持 |
| 12 | XOM | Exxon Mobil Corp | $2.2M | 1.80% | 16,439 | 减持 |
| 13 | WMT | Walmart Inc. | $2.2M | 1.77% | 19,442 | 减持 |
| 14 | MRK | Merck & Co. Inc. | $2.2M | 1.73% | 16,803 | 减持 |
| 15 | UNP | Union Pacific Corp. | $2.1M | 1.68% | 7,710 | 增持 |
| 16 | AMP | Ameriprise Financial Inc | $1.8M | 1.45% | 3,930 | 增持 |
| 17 | BRKB | Berkshire Hathaway Cl B | $1.7M | 1.40% | 3,479 | 增持 |
| 18 | HD | Home Depot Inc | $1.6M | 1.29% | 4,575 | 增持 |
| 19 | GOOG | Alphabet Inc. Cl C | $1.6M | 1.26% | 4,432 | 减持 |
| 20 | JNJ | Johnson & Johnson | $1.5M | 1.20% | 5,867 | 减持 |
| 21 | MDY | State Street SPDR S&P Midcap 400 ETF Trust | $1.5M | 1.19% | 2,113 | 减持 |
| 22 | PG | Procter & Gamble Co. | $1.5M | 1.19% | 10,095 | 增持 |
| 23 | V | Visa Inc. | $1.5M | 1.18% | 4,295 | 增持 |
| 24 | RTX | RTX Corporation | $1.4M | 1.13% | 7,404 | 减持 |
| 25 | PEP | PepsiCo, Inc. | $1.4M | 1.12% | 10,313 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR