FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.32-0.17%
XLE56.76-0.18%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,869.800.13%
RUT2,788.130.04%
GSPC7,172.360.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001394866

Penobscot Investment Management Company, Inc.

BOSTON, MA · File #028-12468

Latest AUM
$1.33B
Positions
315
Top-10 Concentration
50.7%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEBROADCOM INCAVGO-12,099-$4.2M+$2.9M
NEWCENTRAL BANCOMPANYCBC+166,650+$4.0M$0
REDUCEADOBE INCADBE-9,818-$3.4M-$48,319
REDUCENVIDIA CORPORATIONNVDA-16,670-$3.1M-$34,631
ADDISHARES TR46435UAA9+110,870+$2.7M-$5,320
ADDISHARES TR46436E205+95,300+$2.2M-$9,676
NEWISHARES TR46436E841+93,800+$2.1M$0
ADDFABRINETFN+4,487+$2.0M+$684,937
REDUCEDECKERS OUTDOOR CORPDECK-19,598-$2.0M+$107,381
ADDISHARES TR46436E833+90,000+$2.0M-$366

Sector Allocation

Technology
27.1%$359.3M
Financials
8.8%$117.3M
Healthcare
8.3%$110.7M
Industrials
5.7%$76.3M
Materials
1.8%$24.5M
Energy
1.4%$19.2M
Utilities
0.3%$4.4M
Real Estate
0.0%$456,827

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL294,508$80.1M8.56%
2NVIDIA CORPORATIONNVDA416,196$77.6M8.30%
3MICROSOFT CORPMSFT134,970$65.3M6.98%
4BROADCOM INCAVGO165,618$57.3M6.13%
5ALPHABET INCGOOG151,006$47.3M5.05%
6JPMORGAN CHASE & CO.VYLD139,404$44.9M4.80%
7SPDR S&P 500 ETF TRSPY39,582$27.0M2.89%
8AMAZON COM INCAMZN112,556$26.0M2.78%
9VISA INCV73,895$25.9M2.77%
10AMPHENOL CORP NEW032095101172,806$23.4M2.50%
11INVESCO QQQ TRIVZ37,636$23.1M2.47%
12MASTERCARD INCORPORATEDMA36,698$21.0M2.24%
13ALPHABET INCGOOG63,126$19.8M2.12%
14COSTCO WHSL CORP NEW22160K10522,677$19.6M2.09%
15TJX COS INC NEW872540109118,851$18.3M1.95%
16ABBVIE INCABBV77,076$17.6M1.88%
17SPDR SERIES TRUST78468R200571,863$17.6M1.88%
18NEXTERA ENERGY INCNEE-PW211,389$17.0M1.81%
19STRYKER CORPORATIONSYK45,187$15.9M1.70%
20QUANTA SVCS INC74762E10235,516$15.0M1.60%