Amos Byron

Kennebec Savings Bank

Assets Managed

$124.604M

Holdings

284

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

11.87%(2Q avg: 4.04%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Kennebec Savings Bank's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 284 positions.

Assets under management

The assets under management (AUM) of Kennebec Savings Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 124.604M in assets, with a quarterly growth rate of 11.87% and a 2-quarter average growth rate of 4.04%. The portfolio is managed by Amos Byron, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -2.11%	7.28%	$9.061M 31,313 shares@ $289.37 avg price	Decreased -2.11%
MSFT Microsoft Corp Recent Activity Increased 7.08%	4.26%	$5.307M 14,226 shares@ $373.03 avg price	Increased 7.08%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -3.2%	4.06%	$5.059M 14,156 shares@ $357.38 avg price	Decreased -3.2%
NVDA Nvidia Corp Recent Activity Increased 1.23%	3.45%	$4.289M 21,436 shares@ $200.09 avg price	Increased 1.23%
JPM Jpmorgan Chase & Co Recent Activity Increased 18.26%	3.12%	$3.885M 11,869 shares@ $327.34 avg price	Increased 18.26%
AMZN Amazon.com Inc Recent Activity Increased 1.51%	3%	$3.733M 15,663 shares@ $238.34 avg price	Increased 1.51%
CAT Caterpillar Inc Recent Activity Decreased -1.59%	2.53%	$3.152M 2,960 shares@ $1064.9 avg price	Decreased -1.59%
AVGO Broadcom Inc Recent Activity Increased 2.14%	2.4%	$2.983M 7,898 shares@ $377.76 avg price	Increased 2.14%
VEA Vanguard Ftse Developed Etf Recent Activity Decreased -0.9%	2.17%	$2.697M 37,852 shares@ $71.25 avg price	Decreased -0.9%
CSCO Cisco Systems Inc Recent Activity Increased 2.09%	2.11%	$2.628M 22,376 shares@ $117.47 avg price	Increased 2.09%

1-10 of 284