KSB
Kennebec Savings Bank Portfolio
Invests via Kennebec Savings Bank | Managed by Amos M. Byron, Gail P. Conley
Invests via Kennebec Savings Bank
Managed by Amos M. Byron, Gail P. Conley
Automatically Tracked
Company Profile
Serving central Maine communities, local deposit gathering funds core lending into residential mortgages and small-business commercial loans while deploying a branch-led distribution and expanding digital channels. Kennebec Savings Bank operates as a mutual savings bank headquartered in Maine, targeting retail customers, owner-occupied mortgage borrowers and community businesses; balance-sheet management prioritizes high-quality loans and liquidity to navigate rate cycles. Capital strategy centers on stable core deposits, conservative underwriting and incremental fee income from wealth management and payment services, making the bank a regional participant in the New England banking landscape for deposit and mortgage market flows.
Serving central Maine communities, local deposit gathering funds core lending into residential mortgages and small-business commercial loans while deploying a branch-led distribution and expanding digital channels. Kennebec Savings Bank operates as a mutual savings bank headquartered in Maine, targeting retail customers, owner-occupied mortgage borrowers and community businesses; balance-sheet management prioritizes high-quality loans and liquidity to navigate rate cycles. Capital strategy centers on stable core deposits, conservative underwriting and incremental fee income from wealth management and payment services, making the bank a regional participant in the New England banking landscape for deposit and mortgage market flows.
Investment Philosophy & Strategy
As a community mutual bank focused on central Maine, prioritizes core deposit gathering and conservative balance-sheet management, funding residential mortgages and small-business commercial lending. Strategy emphasizes relationship banking and branch-led distribution complemented by digital channels, seeking stable net interest margin through high-quality, owner-occupied mortgage origination and disciplined credit underwriting. Capital deployment favors held-for-investment loans, liquidity buffers, and modest fee-generating businesses (wealth, payments). Time horizon is long-term, risk framework conservative with stress-tested liquidity and capital targets, and competitive edge derives from local market franchise and customer intimacy.
As a community mutual bank focused on central Maine, prioritizes core deposit gathering and conservative balance-sheet management, funding residential mortgages and small-business commercial lending. Strategy emphasizes relationship banking and branch-led distribution complemented by digital channels, seeking stable net interest margin through high-quality, owner-occupied mortgage origination and disciplined credit underwriting. Capital deployment favors held-for-investment loans, liquidity buffers, and modest fee-generating businesses (wealth, payments). Time horizon is long-term, risk framework conservative with stress-tested liquidity and capital targets, and competitive edge derives from local market franchise and customer intimacy.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
21.28%
Gain -0.61%
Monthly
0.96%
Yearly
12.22%
Drawdown
18.03%
$121.67M
Equity
Holdings
$121.67M
Investment
$98.08M
$23.68M
Profit -$823,730.77
Realized
$80,952.83
Unrealized
$23.6M
Dividends
$3.01M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$823,730.77
Win %
64%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$768,691.31
Win %
64%
This Month
Compared to last month
Gain
-0.63%
Profit
-$768,691.31
Win %
64%
This Year
Compared to last year
Gain
4.67%
Profit
$5.44M
Win %
65%
MRNA Moderna, Inc.
+7.45%
+$411.4 
MDT Medtronic plc
+5.8%
+$34,689.4 
RIVN Rivian Automotive, Inc. Class A Common Stock
+5.67%
+$49 
WDC Western Digital Corporation
+5.53%
+$591.47 
META Meta Platforms Inc Class A
+4.24%
+$34,678.8 
AMD Advanced Micro Devices, Inc.
+4.02%
+$1,552.52 
QCOM QUALCOMM Incorporated
+3.81%
+$38,449.81 
MRVL Marvell Technology, Inc.
+3.73%
+$521.28 
WMT Walmart Inc.
+3.43%
+$75,706.56 
AMGN Amgen Inc.
+3.03%
+$1,254.96 
WM Waste Management, Inc.
+2.89%
+$919.5 
CRL Charles River Laboratories International, Inc.
+2.89%
+$575.7 
LRCX Lam Research Corporation
+2.78%
+$558 
TJX The TJX Companies, Inc.
+2.75%
+$1,692 
CASY Casey's General Stores Inc.
+2.65%
+$1,738.26 
LIN Linde plc
+2.35%
+$3,323.1 
AMAT Applied Materials, Inc.
+2.19%
+$2,068.96 
WAT Waters Corporation
+2.12%
+$916.4 
CVS CVS Health Corporation
+2.11%
+$476.28 
XOM Exxon Mobil Corporation
+2.11%
+$52,702.82 
DOW Dow Inc.
+1.96%
+$9,938.2 
COP ConocoPhillips
+1.92%
+$14,947.52 
CAT Caterpillar Inc.
+1.83%
+$50,203.52 
CW Curtiss-Wright Corporation
+1.81%
+$1,120.58 
IDXX IDEXX Laboratories, Inc.
+1.8%
+$2,368.49 
LLY Eli Lilly and Company
+1.76%
+$3,612.96 
TEL TE Connectivity plc
+1.7%
+$12,610.75 
DE Deere & Company
+1.65%
+$1,934.59 
MPC Marathon Petroleum Corporation
+1.62%
+$7,713.75 
ZTS Zoetis Inc.
+1.55%
+$3,409.24 
TT Trane Technologies plc
+1.52%
+$35 
SYY Sysco Corporation
+1.52%
+$887.62 
CMI Cummins Inc.
+1.44%
+$202.65 
PM Philip Morris International Inc.
+1.43%
+$11,978.4 
SNA Snap-on Inc.
+1.36%
+$3,947.16 
TGT Target Corporation
+1.31%
+$6,852.6 
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$1,007.52 
CVX Chevron Corporation
+1.19%
+$8,870.36 
DHR Danaher Corporation
+1.16%
+$6,252.5 
PLD Prologis Inc.
+1.07%
+$8,336.71 
APD Air Products and Chemicals, Inc.
+1.07%
+$5,211.3 
ETR Entergy Corporation
+0.98%
+$905.24 
OXY Occidental Petroleum Corporation
+0.96%
+$1,017 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$11,223.86 
ETN Eaton Corporation plc
+0.88%
+$11,553.39 
MAS Masco Corporation
+0.83%
+$575 
BDX Becton, Dickinson and Company
+0.81%
+$456.3 
COST Costco Wholesale Corporation
+0.79%
+$10,810.8 
LW Lamb Weston Holdings Inc.
+0.78%
+$195 
ABBV AbbVie Inc.
+0.78%
+$15,370.77 
AFL Aflac Inc.
+0.77%
+$352 
FTV Fortive Corporation
+0.75%
+$2,475.9 
VMI Valmont Industries, Inc.
+0.71%
+$143.56 
CSX CSX Corporation
+0.65%
+$275.1 
SYK Stryker Corporation
+0.59%
+$109.62 
PNW Pinnacle West Capital Corporation
+0.58%
+$332.88 
BLD TopBuild Corp
+0.57%
+$256.41 
WMB The Williams Companies, Inc.
+0.52%
+$6,890.51 
SLB Schlumberger Limited
+0.51%
+$403.1 
CAH Cardinal Health Inc.
+0.5%
+$182.28 
LOW Lowe's Companies Inc.
+0.5%
+$17.68 
HD The Home Depot, Inc.
+0.48%
+$6,740.96 
KO The Coca-Cola Company
+0.48%
+$296.25 
SBUX Starbucks Corporation
+0.4%
+$2,648.6 
PEP PepsiCo, Inc.
+0.38%
+$5,534.46 
MKC McCormick & Company, Incorporated
+0.35%
+$95.52 
DGX Quest Diagnostics Inc.
+0.33%
+$2,234.61 
JNJ Johnson & Johnson
+0.31%
+$4,819.5 
PHO Invesco Water Resources ETF
+0.3%
+$144 
HAS Hasbro Inc.
+0.3%
+$879 
GLW Corning Incorporated
+0.18%
+$2,149.7 
CB Chubb Limited
+0.17%
+$1,611.36 
PII Polaris Inc.
+0.16%
+$11 
TXN Texas Instruments Inc
+0.15%
+$204.45 
NVS Novartis AG Sponsored ADR
+0.14%
+$1,050.6 
ELS Equity Lifestyle Properties Inc.
+0.13%
+$30.56 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.07%
+$3.92 
MGA Magna International Inc.
+0.05%
+$19.84 
SCHV Schwab U.S. Large-Cap Value ETF
+0.04%
+$67.97 
SO The Southern Company
+0.01%
+$9.58 
TSLA Tesla, Inc.
0%
+$32.27 
ALCC AltC Acquisition Corp.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
FI Fiserv, Inc.
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LH
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
UHALB AMERCO
0%
$0 
TLNE TALEN ENERGY CORP NEW
-66.68%
-$6,791.04 
NNE Nano Nuclear Energy Inc.
-13.74%
-$945 
RGTI Rigetti Computing Inc
-10.36%
-$270.14 
ASTS AST SpaceMobile, Inc.
-8.84%
-$334.08 
QBTS D-Wave Quantum Inc.
-8.02%
-$410.4 
KTOS Kratos Defense & Security Solutions, Inc.
-7.65%
-$847 
NOW ServiceNow, Inc.
-7.62%
-$243.25 
IBM International Business Machines Corporation
-7.1%
-$10,754.8 
RKLB Rocket Lab Corporation
-7%
-$604.1 
PLTR Palantir Technologies Inc.
-6.53%
-$933.42 
AVAV AeroVironment Inc.
-6.3%
-$399.28 
PANW Palo Alto Networks, Inc.
-5.64%
-$402 
CMCSA Comcast Corp
-5.35%
-$776.72 
MP MP Materials Corp.
-5.14%
-$252.28 
HON Honeywell International Inc.
-5.09%
-$66,636.99 
CRM Salesforce Inc
-5.04%
-$37,025.15 
ACN Accenture plc Class A
-4.71%
-$1,914.04 
IONQ IonQ, Inc.
-4.47%
-$223.65 
T AT&T Inc.
-4.38%
-$1,050.84 
PYPL PayPal Holdings Inc
-4.29%
-$17,191.91 
BX Blackstone Inc.
-4.01%
-$33,519.31 
FIS Fidelity National Information Services, Inc.
-3.87%
-$771.5 
CL Colgate-Palmolive Co
-3.86%
-$2,976.93 
PBW Invesco WilderHill Clean Energy ETF
-3.58%
-$129.36 
NVDA NVIDIA Corporation
-3.55%
-$167,721.84 
CHD Church & Dwight Co., Inc.
-3.39%
-$2,252.66 
AXP American Express Company
-3.33%
-$299.86 
DELL Dell Technologies Inc.
-3.24%
-$593.04 
BA Boeing Company
-3.24%
-$17,561.55 
B BARRICK MINING CORP Common Stock (ABR0)
-3.12%
-$367.2 
MSFT Microsoft Corp.
-3.11%
-$182,283.92 
BTI British American Tobacco p.l.c. ADR
-3.01%
-$746.2 
TSCO Tractor Supply Company
-2.9%
-$1,761.75 
KMB Kimberly-Clark Corporation
-2.8%
-$106.47 
ICLN iShares Global Clean Energy ETF
-2.78%
-$282.48 
GIS General Mills, Inc.
-2.72%
-$321.3 
USB U.S. Bancorp
-2.66%
-$1,680.55 
VST Vistra Corp
-2.63%
-$182.6 
CNRG SPDR S&P Kensho Clean Power ETF
-2.6%
-$111.18 
SBRA Sabra Health Care REIT, Inc.
-2.58%
-$38.4 
F Ford Motor Company
-2.54%
-$100.45 
VZ Verizon Communications Inc.
-2.54%
-$17,001.49 
AMZN Amazon.com Inc
-2.53%
-$100,301.5 
KHC The Kraft Heinz Company
-2.44%
-$5.7 
BAH Booz Allen Hamilton Holding Corporation
-2.25%
-$832.6 
ADBE Adobe Inc.
-2.24%
-$8,658.25 
MS Morgan Stanley
-2.23%
-$18,673.15 
RF Regions Financial Corporation
-2.19%
-$1,045.5 
CAG Conagra Brands Inc.
-2.18%
-$504 
ITRI Itron Inc.
-2.16%
-$92.56 
NVO Novo Nordisk A/S Sponsored ADR
-2.1%
-$802.8 
MELI MercadoLibre, Inc.
-2.05%
-$68.58 
SNPS Synopsys, Inc.
-2.03%
-$92.97 
DLR Digital Realty Trust, Inc.
-1.97%
-$17,605.12 
LDOS Leidos Holdings Inc.
-1.96%
-$94.62 
UHAL U-Haul Holding Company
-1.96%
-$3.3 
NOC Northrop Grumman Corporation
-1.93%
-$15,352.02 
DIS The Walt Disney Company
-1.92%
-$1,034.74 
EW Edwards Lifesciences Corporation
-1.85%
-$1,944 
HBAN Huntington Bancshares Incorporated
-1.85%
-$10,027.8 
PRU Prudential Financial, Inc.
-1.84%
-$7,900.2 
AMT American Tower Corporation
-1.79%
-$7,760.41 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$13,192.9 
FITB Fifth Third Bancorp
-1.63%
-$9,340.62 
AAPL Apple Inc.
-1.57%
-$158,035.54 
LHX L3Harris Technologies, Inc.
-1.52%
-$822.5 
D Dominion Energy, Inc.
-1.5%
-$160 
ADP Automatic Data Processing Inc.
-1.48%
-$11,240.11 
BKNG Booking Holdings Inc.
-1.45%
-$13,608 
TFC Truist Financial Corporation
-1.43%
-$7,383.69 
AVEM Avantis Emerging Markets Equity ETF
-1.42%
-$2,897.55 
VWO Vanguard FTSE Emerging Markets ETF
-1.41%
-$2,811.34 
BR Broadridge Financial Solutions, Inc.
-1.4%
-$1,302 
SON Sonoco Products Co.
-1.39%
-$411 
IWM iShares Russell 2000 ETF
-1.39%
-$405 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$7,154.15 
IWF iShares Russell 1000 Growth ETF
-1.33%
-$10,584.64 
PABU iShares Paris-Aligned Climate MSCI USA ETF
-1.32%
-$227.08 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.27%
-$2,335.36 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.26%
-$596.25 
NEE NextEra Energy, Inc.
-1.24%
-$10,310.26 
VUG Vanguard Growth ETF
-1.22%
-$1,702.8 
PNC The PNC Financial Services Group, Inc.
-1.21%
-$9,503.28 
DES WisdomTree U.S. SmallCap Dividend Fund
-1.21%
-$484.1 
SLYV SPDR S&P 600 Small Cap Value ETF
-1.18%
-$1,517.65 
CSCO Cisco Systems, Inc.
-1.17%
-$32,880 
V Visa Inc. Class A
-1.16%
-$13,362.08 
CP Canadian Pacific Kansas City Limited
-1.15%
-$577.53 
SCHW Charles Schwab Corporation
-1.12%
-$7,876.26 
MCD McDonald's Corporation
-1.07%
-$14,572.13 
GEV GE Vernova Inc.
-1.04%
-$201 
AMP Ameriprise Financial, Inc.
-0.99%
-$16,614.4 
DSI iShares MSCI KLD 400 Social ETF
-0.98%
-$268.38 
UNP Union Pacific Corporation
-0.93%
-$16,699.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$25,210.68 
RTX RTX Corporation
-0.91%
-$11,715.77 
ENB Enbridge Inc.
-0.91%
-$5,723.73 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$7,581.42 
VRT Vertiv Holdings Co.
-0.87%
-$152.1 
GE General Electric Company
-0.87%
-$16.5 
SUSA iShares MSCI USA ESG Select ETF
-0.86%
-$3,091.38 
EFA iShares MSCI EAFE ETF
-0.84%
-$455.77 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$5,004.8 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.81%
-$905.97 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.81%
-$1,146.6 
ESGU iShares ESG Aware MSCI USA ETF
-0.79%
-$134.64 
GOOGL Alphabet Inc
-0.79%
-$41,824.64 
DFAS Dimensional U.S. Small Cap ETF
-0.78%
-$1,687.56 
PFE Pfizer Inc.
-0.76%
-$312 
GOOG Alphabet Inc
-0.76%
-$13,051.36 
EMR Emerson Electric Co.
-0.75%
-$342.38 
NSC Norfolk Southern Corporation
-0.74%
-$15.89 
MRK Merck & Co., Inc.
-0.73%
-$15,318.7 
IVV iShares Core S&P 500 ETF
-0.71%
-$292.14 
VOO Vanguard S&P 500 ETF
-0.71%
-$2,054.25 
BAX Baxter International Inc.
-0.7%
-$130 
AVY Avery Dennison Corporation
-0.68%
-$148.73 
CI The Cigna Group
-0.68%
-$107.3 
SWK Stanley Black & Decker Inc.
-0.68%
-$535 
TRV The Travelers Companies, Inc.
-0.64%
-$332.94 
AEP American Electric Power Company, Inc.
-0.63%
-$3,004.8 
ALL Allstate Corporation
-0.53%
-$3,556 
XYL Xylem Inc.
-0.52%
-$9.12 
USXF iShares ESG Aware MSCI USA ETF
-0.5%
-$90.3 
AVGO Broadcom Inc.
-0.49%
-$18,095.22 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.48%
-$285.74 
BK The Bank of New York Mellon Corporation
-0.48%
-$2,186.2 
DON WisdomTree U.S. MidCap Dividend Fund
-0.47%
-$506.74 
LKQ LKQ Corporation
-0.47%
-$145.2 
APH Amphenol Corporation
-0.47%
-$537.5 
VO Vanguard Mid-Cap ETF
-0.46%
-$5,579.6 
VYM Vanguard High Dividend Yield ETF
-0.45%
-$375.22 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.4%
-$0.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.38%
-$739.38 
TRP TC Energy Corporation
-0.32%
-$2,131.14 
SOBO South Bow Corporation
-0.27%
-$2.02 
PG Procter & Gamble Co
-0.26%
-$3,713.32 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.26%
-$44.46 
ED Consolidated Edison, Inc.
-0.25%
-$24.44 
UNH UnitedHealth Group Incorporated
-0.25%
-$351.5 
ECL Ecolab Inc.
-0.23%
-$1,597.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.22%
-$844.39 
UPS United Parcel Service, Inc.
-0.22%
-$59.04 
MAT Mattel Inc.
-0.21%
-$5.91 
LMT Lockheed Martin Corporation
-0.2%
-$1,531 
VOE Vanguard Mid-Cap Value ETF
-0.19%
-$5.55 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.18%
-$10.04 
JSTC Adasina Social Justice All Cap Global ETF
-0.18%
-$4.16 
GD General Dynamics Corporation
-0.13%
-$19.8 
VNQ Vanguard Real Estate ETF
-0.13%
-$699.72 
GVI iShares Intermediate Government Bond ETF
-0.12%
-$163.12 
BAC Bank of America Corporation
-0.11%
-$33 
WTRG Essential Utilities Inc.
-0.09%
-$29.68 
IJH iShares Core S&P Mid-Cap ETF
-0.09%
-$11.05 
HTD John Hancock Tax-Advantaged Dividend Income Fund
-0.08%
-$4 
SUPN Supernus Pharmaceuticals Inc.
-0.08%
-$69.23 
SCHD Schwab U.S. Dividend Equity ETF
-0.08%
-$46.08 
MDY SPDR S&P MidCap 400 ETF Trust
-0.06%
-$906.1 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$24.27 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$25.17 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$6.65 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1105 | Longs Won 630/1105 57% | Profit Factor 5.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $171,094.75 |
| Average Win $46,866.46 | Best Trade (Apr 21) $3.47M | Sharpe Ratio -10.44 |
| Average Loss -$12,313.49 | Worst Trade (Apr 30) -$387,098.19 | Z-Score 5.03 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $21,427.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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