Bath Savings Trust Co Diversified Active

CIK: 0001384943 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 4, 2017

Total Value ($000): $324,644 (100.0% shares, 0.0% debt)

Holdings (116)

XOM EXXON MOBIL CORPORATION 5.3%
Value ($000) $17,314 Shares 191,821 Est. Cost $54.01 Unrealized +7.7%
MA MASTERCARD INCORPORATED 4.9%
Value ($000) $15,916 Shares 154,145 Est. Cost $72.34 Unrealized +35.8%
TJX TJX COS INC NEW 4.5%
Value ($000) $14,611 Shares 194,469 Est. Cost $21.51 Unrealized +54.5%
AAPL APPLE COMPUTER 4.5%
Value ($000) $14,465 Shares 124,894 Est. Cost $18.83 Unrealized +38.5%
ECL ECOLAB INC 3.6%
Value ($000) $11,570 Shares 98,705 Est. Cost $76.56 Unrealized +38.4%
NKE NIKE INC CL B 3.3%
Value ($000) $10,680 Shares 210,108 Est. Cost $43.27 Unrealized +5.3%
CELGENE CORPORATION 3.1%
Value ($000) $10,048 Shares 86,813 Est. Cost $101.77 Unrealized
CHD CHURCH & DWIGHT COMPANY INC 2.7%
Value ($000) $8,638 Shares 195,470 Est. Cost $34.98 Unrealized +15.8%
FDS FACTSET RESEARCH SYSTEMS INC 2.6%
Value ($000) $8,465 Shares 51,794 Est. Cost $101.95 Unrealized +42.5%
SYK STRYKER CORPORATION 2.5%
Value ($000) $8,189 Shares 68,355 Est. Cost $71.74 Unrealized +44.9%
ADP AUTOMATIC DATA PROCESSING 2.5%
Value ($000) $8,126 Shares 79,058 Est. Cost $51.52 Unrealized +49.0%
UNITED TECHNOLOGIES CORPORATION 2.5%
Value ($000) $7,988 Shares 72,878 Est. Cost $95.51 Unrealized
INTU INTUIT INC 2.4%
Value ($000) $7,668 Shares 66,903 Est. Cost $59.21 Unrealized +76.9%
SBUX STARBUCKS CORP 2.3%
Value ($000) $7,402 Shares 133,327 Est. Cost $38.46 Unrealized +18.5%
CL COLGATE PALMOLIVE COMPANY 2.3%
Value ($000) $7,367 Shares 112,567 Est. Cost $45.80 Unrealized +20.9%
DIS DISNEY/THE WALT/CO. 2.1%
Value ($000) $6,695 Shares 64,236 Est. Cost $89.81 Unrealized +1.0%
MKC MCCORMICK & CO INC NON-VOTING 2.0%
Value ($000) $6,629 Shares 71,024 Est. Cost $30.22 Unrealized +29.7%
FISV FISERV INC WISC PV ICT 1.8%
Value ($000) $5,966 Shares 56,143 Est. Cost $26.06 Unrealized +97.1%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 1.8%
Value ($000) $5,919 Shares 89,277 Est. Cost $47.47 Unrealized +17.2%
KO COCA COLA COMPANY 1.8%
Value ($000) $5,744 Shares 138,552 Est. Cost $28.07 Unrealized +11.2%
BF/B BROWN FORMAN INC. B 1.7%
Value ($000) $5,396 Shares 120,118 Est. Cost $28.89 Unrealized +7.1%
BCPC BALCHEM CORPORATION 1.6%
Value ($000) $5,239 Shares 62,432 Est. Cost $50.43 Unrealized +48.5%
MCD MCDONALDS CORP 1.5%
Value ($000) $4,776 Shares 39,236 Est. Cost $73.51 Unrealized +28.3%
IDXX IDEXX LABORATORIES, INC. 1.5%
Value ($000) $4,750 Shares 40,509 Est. Cost $62.48 Unrealized +82.6%
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $4,681 Shares 39,192 Est. Cost $14.36 Unrealized +65.2%
JKHY JACK HENRY AND ASSOCIATES INC 1.4%
Value ($000) $4,630 Shares 52,155 Est. Cost $60.70 Unrealized +26.1%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $4,449 Shares 53,751 Est. Cost $84.68 Unrealized
TSCO TRACTOR SUPPLY COMPANY 1.2%
Value ($000) $3,869 Shares 51,038 Est. Cost $14.94 Unrealized -17.5%
ACN ACCENTURE PLC IRELAND SHS CL A 1.2%
Value ($000) $3,763 Shares 32,125 Est. Cost $63.81 Unrealized +61.7%
AMT AMERICAN TOWER CORP REIT 1.2%
Value ($000) $3,748 Shares 35,470 Est. Cost $76.95 Unrealized +12.2%
MSFT MICROSOFT CORPORATION 1.1%
Value ($000) $3,490 Shares 56,156 Est. Cost $27.01 Unrealized +99.7%
T AT&T INC 1.0%
Value ($000) $3,322 Shares 78,106 Est. Cost $12.12 Unrealized +27.5%
PEP PEPSICO, INC 0.9%
Value ($000) $3,065 Shares 29,292 Est. Cost $56.69 Unrealized +40.0%
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $2,616 Shares 3,301 Est. Cost $39.20 Unrealized +1.2%
PG PROCTER & GAMBLE COMPANY 0.8%
Value ($000) $2,591 Shares 30,818 Est. Cost $55.00 Unrealized +21.4%
RHHBY ROCHE HOLDINGS 0.8%
Value ($000) $2,492 Shares 87,128 Est. Cost $48.72 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $2,482 Shares 21,541 Est. Cost $62.55 Unrealized +43.4%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $2,437 Shares 63,468 Est. Cost $32.82 Unrealized +2.5%
SYY SYSCO CORPORATION 0.7%
Value ($000) $2,393 Shares 43,221 Est. Cost $24.40 Unrealized +67.8%
AMZN AMAZON.COM, INC. 0.7%
Value ($000) $2,357 Shares 3,144 Est. Cost $13.32 Unrealized +194.2%
PAYX PAYCHEX INC 0.7%
Value ($000) $2,284 Shares 37,519 Est. Cost $39.91 Unrealized +10.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.7%
Value ($000) $2,242 Shares 40,010 Est. Cost $49.02 Unrealized -3.2%
GILD GILEAD SCIENCES, INC. 0.7%
Value ($000) $2,234 Shares 31,205 Est. Cost $71.39 Unrealized -25.5%
CVX CHEVRON CORP 0.6%
Value ($000) $2,038 Shares 17,313 Est. Cost $71.12 Unrealized +3.8%
VFC VF CORP 0.6%
Value ($000) $1,839 Shares 34,480 Est. Cost $63.54 Unrealized -18.4%
DHR DANAHER CORP 0.6%
Value ($000) $1,811 Shares 23,271 Est. Cost $45.94 Unrealized +44.4%
DR PEPPER SNAPPLE GROUP INC 0.5%
Value ($000) $1,730 Shares 19,086 Est. Cost $47.11 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,651 Shares 30,920 Est. Cost $27.35 Unrealized +13.3%
GENERAL ELECTRIC COMPANY 0.5%
Value ($000) $1,597 Shares 50,546 Est. Cost $24.88 Unrealized
XRAY DENTSPLY SIRONA INC 0.5%
Value ($000) $1,594 Shares 27,612 Est. Cost $58.93 Unrealized +0.2%
HCSG HEALTHCARE SERVICES GROUP 0.5%
Value ($000) $1,581 Shares 40,360 Est. Cost $24.41 Unrealized +56.6%
EL ESTEE LAUDER COS INC 0.5%
Value ($000) $1,543 Shares 20,174 Est. Cost $77.79 Unrealized -7.0%
LLY LILLY, ELI AND CO. 0.5%
Value ($000) $1,513 Shares 20,572 Est. Cost $43.10 Unrealized +49.0%
HSY HERSHEY COMPANY 0.4%
Value ($000) $1,460 Shares 14,113 Est. Cost $70.98 Unrealized +12.0%
NVO NOVO NORDISK A/S ADR 0.4%
Value ($000) $1,439 Shares 40,125 Est. Cost $66.25 Unrealized
UNP UNION PACIFIC CORPORATION 0.4%
Value ($000) $1,417 Shares 13,676 Est. Cost $76.32 Unrealized +5.2%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $1,316 Shares 2,076 Est. Cost $54.21 Unrealized +35.6%
PM PHILLIP MORRIS INTERNATIONAL INC 0.4%
Value ($000) $1,199 Shares 13,107 Est. Cost $50.81 Unrealized +14.6%
TRMB TRIMBLE INCORPORATED 0.4%
Value ($000) $1,180 Shares 39,120 Est. Cost $29.11 Unrealized -1.6%
ULTA ULTA SALON COSMETICS & FRAGRANCES 0.4%
Value ($000) $1,172 Shares 4,595 Est. Cost $106.81 Unrealized +133.9%
CVS CVS HEALTH CORPORATION 0.4%
Value ($000) $1,158 Shares 14,667 Est. Cost $73.02 Unrealized -16.4%
MMM 3M COMPANY 0.3%
Value ($000) $1,133 Shares 6,345 Est. Cost $76.25 Unrealized +39.3%
CHRW C H ROBINSON WORLDWIDE INC COM 0.3%
Value ($000) $1,085 Shares 14,814 Est. Cost $53.57 Unrealized +8.8%
VB VANGUARD SMALLCAP ETF 0.3%
Value ($000) $1,057 Shares 8,200 Est. Cost $95.39 Unrealized
HEI HEICO CORP 0.3%
Value ($000) $1,053 Shares 13,647 Est. Cost $33.85 Unrealized +10.9%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $921 Shares 15,773 Est. Cost $30.50 Unrealized +29.6%
MO ALTRIA GROUP INC 0.3%
Value ($000) $894 Shares 13,224 Est. Cost $16.48 Unrealized +106.2%
PRAA PRA GROUP INC 0.3%
Value ($000) $883 Shares 22,566 Est. Cost $58.70 Unrealized -41.9%
AYI ACUITY BRANDS INC 0.3%
Value ($000) $873 Shares 3,785 Est. Cost $251.10 Unrealized -6.3%
HD HOME DEPOT, INC. 0.3%
Value ($000) $847 Shares 6,315 Est. Cost $57.90 Unrealized +78.6%
PNC PNC FINANCIAL SERVICES GROUP 0.2%
Value ($000) $793 Shares 6,781 Est. Cost $50.39 Unrealized +53.1%
STT STATE STREET CORP 0.2%
Value ($000) $784 Shares 10,090 Est. Cost $44.60 Unrealized +29.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $761 Shares 17,172 Est. Cost $24.26 Unrealized +43.2%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $714 Shares 4,304 Est. Cost $118.81 Unrealized -13.3%
ROST ROSS STORES INC 0.2%
Value ($000) $699 Shares 10,655 Est. Cost $37.32 Unrealized +60.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.2%
Value ($000) $694 Shares 4,258 Est. Cost $131.72 Unrealized +16.9%
HAIN HAIN CELESTIAL GROUP INC 0.2%
Value ($000) $691 Shares 17,690 Est. Cost $58.32 Unrealized -35.8%
INTC INTEL CORPORATION 0.2%
Value ($000) $688 Shares 18,971 Est. Cost $19.55 Unrealized +49.1%
IRBTQ IROBOT CORP 0.2%
Value ($000) $670 Shares 11,468 Est. Cost $32.81 Unrealized +59.0%
D DOMINION RESOURCES INC 0.2%
Value ($000) $654 Shares 8,545 Est. Cost $36.52 Unrealized +35.4%
PFF ISHARES S&P US PREFERRED STOCK 0.2%
Value ($000) $637 Shares 17,110 Est. Cost $39.66 Unrealized
WEX WEX INC 0.2%
Value ($000) $616 Shares 5,519 Est. Cost $91.65 Unrealized +18.0%
EOG EOG RESOURCES INC 0.2%
Value ($000) $614 Shares 6,080 Est. Cost $65.20 Unrealized +11.0%
CSCO CISCO SYSTEMS, INC. 0.2%
Value ($000) $598 Shares 19,769 Est. Cost $15.66 Unrealized +47.2%
PRAXAIR INC 0.2%
Value ($000) $594 Shares 5,067 Est. Cost $117.77 Unrealized
PFE PFIZER, INC. 0.2%
Value ($000) $590 Shares 18,181 Est. Cost $17.17 Unrealized +19.4%
GPC GENUINE PARTS CO 0.2%
Value ($000) $512 Shares 5,355 Est. Cost $67.19 Unrealized +8.8%
ABBV ABBVIE INC 0.2%
Value ($000) $499 Shares 7,977 Est. Cost $29.87 Unrealized +39.9%
DUPONT/E.I./DENEMOURS 0.2%
Value ($000) $491 Shares 6,677 Est. Cost $53.46 Unrealized
ATO ATMOS ENERGY CORPORATION 0.1%
Value ($000) $463 Shares 6,250 Est. Cost $59.01 Unrealized -1.5%
FLO FLOWERS FOODS INC 0.1%
Value ($000) $460 Shares 23,053 Est. Cost $13.88 Unrealized -17.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $441 Shares 1,764 Est. Cost $130.06 Unrealized +50.6%
SLB SCHLUMBERGER LIMITED 0.1%
Value ($000) $399 Shares 4,752 Est. Cost $53.04 Unrealized +18.9%
MRK MERCK & CO INC 0.1%
Value ($000) $363 Shares 6,160 Est. Cost $39.55 Unrealized +11.5%
ED CONSOLIDATED EDISON, INC. 0.1%
Value ($000) $348 Shares 4,722 Est. Cost $45.96 Unrealized +13.2%
UAA UNDER ARMOUR INC CLASS A 0.1%
Value ($000) $342 Shares 13,585 Est. Cost $24.89 Unrealized +31.8%
RAYTHEON CO CL A 0.1%
Value ($000) $333 Shares 2,345 Est. Cost $92.35 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $324 Shares 4,374 Est. Cost $59.70 Unrealized +2.1%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $308 Shares 5,595 Est. Cost $35.61 Unrealized +9.6%
PANERA BREAD CO CL A 0.1%
Value ($000) $297 Shares 1,447 Est. Cost $180.75 Unrealized
F FORD MOTOR COMPANY W/I 0.1%
Value ($000) $288 Shares 23,747 Est. Cost $7.72 Unrealized -3.1%
BDX BECTON, DICKINSON AND COMPANY 0.1%
Value ($000) $287 Shares 1,734 Est. Cost $78.11 Unrealized +85.2%
BP BP PLC 0.1%
Value ($000) $252 Shares 6,746 Est. Cost $41.77 Unrealized
STERICYCLE INC 0.1%
Value ($000) $252 Shares 3,275 Est. Cost $114.31 Unrealized
DOW CHEMICAL 0.1%
Value ($000) $240 Shares 4,189 Est. Cost $51.56 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $233 Shares 2,667 Est. Cost $48.41 Unrealized +16.6%
TGT TARGET CORP 0.1%
Value ($000) $233 Shares 3,225 Est. Cost $54.34 Unrealized +1.9%
PRICELINE GROUP INC 0.1%
Value ($000) $227 Shares 155 Est. Cost $1256.47 Unrealized
ITW ILLINOIS TOOL WORKS, INC. 0.1%
Value ($000) $223 Shares 1,820 Est. Cost $97.16 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $223 Shares 3,130 Est. Cost $59.74 Unrealized +4.4%
BKH BLACK HILLS CORP 0.1%
Value ($000) $221 Shares 3,600 Est. Cost $37.32 Unrealized +14.2%
FAST FASTENAL COMPANY 0.1%
Value ($000) $219 Shares 4,665 Est. Cost $8.65 Unrealized 0.0%
LNT ALLIANT CORP 0.1%
Value ($000) $211 Shares 5,590 Est. Cost $26.10 Unrealized +6.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $207 Shares 1,200 Est. Cost $134.10 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $201 Shares 1,732 Est. Cost $84.19 Unrealized -0.0%
SONIC BLUE 0.0%
Value ($000) $60 Shares 60,000 Est. Cost $1.00 Unrealized