Fund Holdings

Bangor Savings Bank

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
190,142260,202+70,06036,423,60249,937,9683.99%+13,514,366
ABRDN ETFS2,280433,830+431,55044,52810,537,7310.84%+10,493,203
WORLD GOLD TR(GLDM)439,063468,008+28,94537,482,80843,379,6623.47%+5,896,854
ISHARES TR
CORE MSCI EAFE
1,076,8711,121,853+44,98296,336,845101,561,3178.12%+5,224,472
SELECT SECTOR SPDR TR
ST STR TECHN ETF
030,191+30,19104,012,3840.32%+4,012,384
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
2,050,8102,125,722+74,912122,905,065126,586,77110.12%+3,681,706
VANGUARD INTL EQUITY INDEX F329,412394,721+65,30917,709,16621,334,6471.71%+3,625,481
SCHWAB STRATEGIC TR2,443,5422,576,647+133,10559,549,11862,535,2225.00%+2,986,104
EXXON MOBIL CORP41,41037,864-3,5464,983,2436,424,0090.51%+1,440,766
SELECT SECTOR SPDR TR
ST STR DISCR ETF
012,141+12,14101,323,1260.11%+1,323,126
ISHARES TR378,823393,454+14,63136,071,50137,358,4722.99%+1,286,971
ISHARES TR841,625871,116+29,49144,505,15145,785,8483.66%+1,280,697
SCHWAB STRATEGIC TR151,201188,681+37,4804,951,8296,217,0350.50%+1,265,206
NETFLIX INC.(NFLX)5011,218+11,1684,6881,078,6110.09%+1,073,923
SCHWAB STRATEGIC TR1,246,9011,247,016+11529,975,49830,863,6442.47%+888,146
SELECT SECTOR SPDR TR
ST STR STAPL ETF
010,313+10,3130845,4600.07%+845,460
HP INC(HPQ)042,710+42,7100820,4600.07%+820,460
JOHNSON & JOHNSON(JNJ)24,41823,641-7775,053,3115,778,8120.46%+725,501
PHILLIPS 66(PSX)10,46510,379-861,350,4041,890,8460.15%+540,442
SPDR SERIES TRUST
ST STR SP600SM C
03,910+3,9100369,8080.03%+369,808
SELECT SECTOR SPDR TR
ST STR UTIL ETF
07,427+7,4270340,8250.03%+340,825
MASTEC INC(MTZ)3,1163,1160677,3251,002,5420.08%+325,217
RTX CORPORATION(RTX)21,52921,926+3973,948,4194,229,5260.34%+281,107
VIRTU FINL INC(VIRT)28,60428,039-565953,0851,233,1550.10%+280,070
SELECT SECTOR SPDR TR
ST STR MATER ETF
05,555+5,5550277,5840.02%+277,584
WALMART INC(WMT)26,16025,599-5612,914,4863,181,4440.25%+266,958
CHEVRON CORPORATION(CVX)4,0854,070-15622,593842,1130.07%+219,520
SPDR SERIES TRUST
ST STR SP DIV
01,402+1,4020204,6080.02%+204,608
SYNOPSYS INC(SNPS)2,5303,504+9741,188,3921,389,2660.11%+200,874
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,210+1,2100195,6930.02%+195,693
VALERO ENERGY CORP(VLO)4,7933,833-960780,253947,0580.08%+166,805
SCHWAB STRATEGIC TR80,72077,476-3,2442,214,1502,376,9630.19%+162,813
ISHARES TR
ESG AWR US AGRGT
8,21111,497+3,286392,896546,6820.04%+153,786
WISDOMTREE TR(WT)1801,770+1,59016,097155,4770.01%+139,380
CATERPILLAR INC(CAT)1,2811,231-50733,846872,1140.07%+138,268
COSTCO WHOLESALE CORPORATION(COST)1,0461,039-7902,0081,035,2910.08%+133,283
DEERE & CO(DE)1,3631,3630634,572767,7780.06%+133,206
GE VERNOVA INC(GEV)6026020393,449525,4860.04%+132,037
ACCENTURE PLC IRELAND
SHS CLASS A
3,9465,951+2,0051,058,7121,180,0240.09%+121,312
SELECT SECTOR SPDR TR
ST STR ENERG ETF
01,914+1,9140117,2510.01%+117,251
BRISTOL-MYERS SQUIBB CO(BMY)24,57623,789-7871,325,6291,442,8030.12%+117,174
PEPSICO INC(PEP)21,35920,472-8873,065,4433,179,0970.25%+113,654
SELECT SECTOR SPDR TR
ST STR FINL ETF
02,170+2,1700107,1330.01%+107,133
SELECT SECTOR SPDR TR
ST STR SVC ETF
0931+9310103,2110.01%+103,211
VANGUARD TAX-MANAGED FDS39,49640,105+6092,467,3152,569,9280.21%+102,613
GENERAL DYNAMICS CORP(GD)4,3414,536+1951,461,4411,556,8460.12%+95,405
PLANET LABS PBC(PL)13,40012,843-557264,248358,9620.03%+94,714
LOCKHEED MARTIN CORP(LMT)800792-8386,936478,6770.04%+91,741
VANGUARD WHITEHALL FDS23,22023,120-1003,332,5343,424,0720.27%+91,538
AT&T INC(T)58,88453,386-5,4981,462,6821,547,6650.12%+84,983
ALTRIA GROUP INC(MO)10,10310,1030582,539666,6970.05%+84,158
TARGET CORP(TGT)6,0055,491-514586,989665,5090.05%+78,520
PROSHARES TR
S&P 500 DV ARIST
0693+693073,4650.01%+73,465
CONOCOPHILLIPS(COP)1,9891,964-25186,190259,2480.02%+73,058
MERCK & CO INC(MRK)5,7095,597-112600,929673,2630.05%+72,334
ISHARES INC
CORE MSCI EMKT
21,15021,385+2351,421,7011,491,6020.12%+69,901
AMGEN INC(AMGN)5,6885,481-2071,861,7401,928,4900.15%+66,750
HONEYWELL INTL INC(HON)2,0042,001-3390,961452,2860.04%+61,325
COCA COLA CO(KO)10,46710,415-52731,748792,0610.06%+60,313
ASML HLDG NV
N Y REGISTRY SHS
268261-7286,722344,7370.03%+58,015
COHERENT CORP(COHR)1,9341,728-206356,958411,6270.03%+54,669
CSX CORP(CSX)12,49012,310-180452,763505,3260.04%+52,563
FORTINET INC(FTNT)20,51720,569+521,629,2551,680,8990.13%+51,644
SPDR SERIES TRUST
ST STR BLO 1 ETF
0546+546050,0350.00%+50,035
MARATHON PETE CORP(MPC)594594096,603145,0430.01%+48,440
QNITY ELECTRONICS INC(Q)0413+413047,6520.00%+47,652
TYSON FOODS INC(TSN)13,78413,342-442808,019854,8210.07%+46,802
ISHARES TR9,7999,79901,114,3421,160,6920.09%+46,350
PUBLIC STORAGE OPER CO(PSA)4,1114,104-71,066,8051,111,6920.09%+44,887
ANALOG DEVICES INC(ADI)1,1071,084-23300,218344,8640.03%+44,646
SELECT SECTOR SPDR TR
ST STR REAL ETF
01,081+1,081044,1370.00%+44,137
HUNTINGTON INGALLS INDS INC(HII)3,1612,945-2161,074,9611,118,8050.09%+43,844
TRADEWEB MKTS INC(TW)4,2464,2460456,615499,5840.04%+42,969
ISHARES TR11,16811,16801,081,9561,123,7240.09%+41,768
SPDR SERIES TRUST
ST STR SP HOME
0400+400039,4880.00%+39,488
INTEL CORP(INTC)5,5795,544-35205,866244,6560.02%+38,790
NEXTERA ENERGY INC(NEE)7,4006,796-604594,072631,2120.05%+37,140
SOLSTICE ADVANCED MATLS INC(SOLS)0484+484036,8620.00%+36,862
BARCLAYS BANK PLC(DJP)9,6008,250-1,350361,056397,1550.03%+36,099
ISHARES TR
ESG AWR MSCI USA
5,7146,272+558851,272886,9860.07%+35,714
EATON CORP PLC(ETN)1,4921,426-66475,217510,0370.04%+34,820
ENBRIDGE INC(ENB)25,76923,406-2,3631,232,5311,267,2010.10%+34,670
AMERICAN WTR WKS CO INC NEW11,00410,794-2101,436,0221,468,9550.12%+32,933
L3HARRIS TECHNOLOGIES INC(LHX)6126120179,664211,2320.02%+31,568
SELECT SECTOR SPDR TR
ST STR CARE ETF
0208+208030,4950.00%+30,495
ISHARES TR3,3883,359-29478,182508,5870.04%+30,405
ISHARES INC
ESG AWR MSCI EM
4,0744,612+538179,949209,7080.02%+29,759
NOVARTIS AG(NVS)6,6456,171-474916,146942,6200.08%+26,474
WENDYS CO(WEN)1,0005,000+4,0008,33034,7500.00%+26,420
ALBEMARLE CORP(ALB)777757-20109,899135,9040.01%+26,005
UNILEVER PLC(UL)0416+416023,7000.00%+23,700
GENERAC HLDGS INC(GNRC)800671-129109,096131,0660.01%+21,970
SALESFORCE INC(CRM)7,13810,243+3,1051,890,9281,912,0610.15%+21,133
SPDR SERIES TRUST
ST INTER BD ETF
0625+625020,9630.00%+20,963
OWENS CORNING NEW(OC)200400+20022,38243,2880.00%+20,906
LINDE PLC(LIN)385372-13164,160184,4230.01%+20,263
NORTHROP GRUMMAN CORP(NOC)263249-14149,965169,8780.01%+19,913
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
189583+3949,13228,0130.00%+18,881
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
100115+1527,53945,0520.00%+17,513
VANGUARD BD INDEX FDS112333+2218,82726,1110.00%+17,284
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