Bath Savings Trust Co Diversified Active

CIK: 0001384943 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 9, 2020

Total Value ($000): $553,687 (100.0% shares, 0.0% debt)

Holdings (130)

MA MASTERCARD INCORPORATED 6.0%
Value ($000) $33,178 Shares 111,117 Est. Cost $72.34 Unrealized +276.8%
AAPL APPLE COMPUTER 5.8%
Value ($000) $32,240 Shares 109,791 Est. Cost $19.99 Unrealized +210.2%
TJX TJX COS INC NEW 4.6%
Value ($000) $25,384 Shares 415,725 Est. Cost $34.71 Unrealized +57.3%
NKE NIKE INC CL B 3.8%
Value ($000) $21,172 Shares 208,974 Est. Cost $43.84 Unrealized +98.0%
ECL ECOLAB INC 3.3%
Value ($000) $18,431 Shares 95,502 Est. Cost $78.30 Unrealized +126.9%
MKC MCCORMICK & CO INC NON-VOTING 3.0%
Value ($000) $16,804 Shares 99,002 Est. Cost $34.68 Unrealized +111.3%
SYK STRYKER CORPORATION 3.0%
Value ($000) $16,603 Shares 79,081 Est. Cost $86.54 Unrealized +124.4%
CHD CHURCH & DWIGHT COMPANY INC 2.8%
Value ($000) $15,288 Shares 217,352 Est. Cost $36.16 Unrealized +82.7%
AMT AMERICAN TOWER CORP REIT 2.6%
Value ($000) $14,418 Shares 62,737 Est. Cost $94.82 Unrealized +93.9%
XOM EXXON MOBIL CORPORATION 2.5%
Value ($000) $13,847 Shares 198,429 Est. Cost $54.13 Unrealized -3.8%
GOOGL ALPHABET INC CAP STK CL A 2.5%
Value ($000) $13,713 Shares 10,238 Est. Cost $45.46 Unrealized +40.8%
NEE NEXTERA ENERGY INC 2.4%
Value ($000) $13,103 Shares 54,110 Est. Cost $19.06 Unrealized +163.2%
DIS WALT DISNEY CO 2.3%
Value ($000) $12,940 Shares 89,471 Est. Cost $94.95 Unrealized +42.9%
INTU INTUIT INC 2.3%
Value ($000) $12,888 Shares 49,206 Est. Cost $59.21 Unrealized +324.7%
SBUX STARBUCKS CORP 2.2%
Value ($000) $12,353 Shares 140,510 Est. Cost $40.28 Unrealized +84.9%
ADP AUTOMATIC DATA PROCESSING 2.2%
Value ($000) $12,010 Shares 70,437 Est. Cost $56.55 Unrealized +156.6%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 2.1%
Value ($000) $11,839 Shares 95,827 Est. Cost $55.25 Unrealized +99.2%
FISV FISERV INC WISC PV ICT 2.1%
Value ($000) $11,786 Shares 101,929 Est. Cost $51.99 Unrealized +112.4%
BF/B BROWN FORMAN INC B 2.1%
Value ($000) $11,533 Shares 170,601 Est. Cost $34.17 Unrealized +70.5%
FDS FACTSET RESEARCH SYSTEMS INC 2.0%
Value ($000) $11,325 Shares 42,208 Est. Cost $102.98 Unrealized +135.1%
DHR DANAHER CORP 2.0%
Value ($000) $11,122 Shares 72,462 Est. Cost $67.43 Unrealized +82.4%
MSFT MICROSOFT CORPORATION 1.8%
Value ($000) $10,123 Shares 64,187 Est. Cost $52.44 Unrealized +165.5%
AMZN AMAZON.COM INC 1.6%
Value ($000) $8,831 Shares 4,779 Est. Cost $47.39 Unrealized +86.8%
BDX BECTON DICKINSON AND COMPANY 1.6%
Value ($000) $8,699 Shares 31,987 Est. Cost $202.14 Unrealized +12.0%
MCD MCDONALDS CORP 1.5%
Value ($000) $8,215 Shares 41,574 Est. Cost $81.88 Unrealized +110.0%
EL ESTEE LAUDER COS INC 1.4%
Value ($000) $8,003 Shares 38,751 Est. Cost $94.96 Unrealized +88.8%
UNITED TECHNOLOGIES CORPORATION 1.3%
Value ($000) $7,378 Shares 49,268 Est. Cost $95.51 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $7,347 Shares 33,641 Est. Cost $138.18 Unrealized +41.1%
IDXX IDEXX LABORATORIES INC 1.3%
Value ($000) $7,209 Shares 27,607 Est. Cost $62.48 Unrealized +321.8%
EW EDWARDS LIFESCIENCES CORP 1.2%
Value ($000) $6,399 Shares 27,429 Est. Cost $40.82 Unrealized +91.3%
JKHY JACK HENRY AND ASSOCIATES INC 1.1%
Value ($000) $5,986 Shares 41,090 Est. Cost $61.45 Unrealized +120.7%
ACN ACCENTURE PLC IRELAND SHS CL A 1.0%
Value ($000) $5,662 Shares 26,885 Est. Cost $64.67 Unrealized +175.9%
BCPC BALCHEM CORPORATION 1.0%
Value ($000) $5,537 Shares 54,485 Est. Cost $50.73 Unrealized +91.7%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $5,536 Shares 37,946 Est. Cost $84.13 Unrealized +35.6%
KO COCA COLA COMPANY 1.0%
Value ($000) $5,499 Shares 99,336 Est. Cost $28.07 Unrealized +58.5%
WEX WEX INC 1.0%
Value ($000) $5,350 Shares 25,546 Est. Cost $166.02 Unrealized +20.8%
WSO WATSCO INC 0.9%
Value ($000) $4,794 Shares 26,613 Est. Cost $150.90 Unrealized +16.6%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $4,439 Shares 51,107 Est. Cost $34.39 Unrealized +118.9%
PG PROCTER & GAMBLE COMPANY 0.7%
Value ($000) $4,108 Shares 32,890 Est. Cost $61.38 Unrealized +71.5%
CL COLGATE PALMOLIVE COMPANY 0.7%
Value ($000) $4,022 Shares 58,423 Est. Cost $45.80 Unrealized +29.0%
HON HONEYWELL INTL INC 0.7%
Value ($000) $3,941 Shares 22,267 Est. Cost $121.34 Unrealized +18.6%
PEP PEPSICO INC 0.7%
Value ($000) $3,882 Shares 28,403 Est. Cost $61.98 Unrealized +81.9%
CVX CHEVRON CORP 0.7%
Value ($000) $3,820 Shares 31,706 Est. Cost $80.80 Unrealized +11.0%
SYY SYSCO CORPORATION 0.6%
Value ($000) $3,482 Shares 40,702 Est. Cost $28.77 Unrealized +138.2%
SHW SHERWIN WILLIAMS COMPANY 0.6%
Value ($000) $3,164 Shares 5,421 Est. Cost $132.66 Unrealized +36.2%
T AT&T INC 0.5%
Value ($000) $2,884 Shares 73,799 Est. Cost $12.42 Unrealized +51.9%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $2,740 Shares 44,622 Est. Cost $29.68 Unrealized +44.2%
HEI HEICO CORP 0.5%
Value ($000) $2,521 Shares 22,085 Est. Cost $48.81 Unrealized +152.1%
LLY LILLY, ELI AND CO 0.5%
Value ($000) $2,492 Shares 18,959 Est. Cost $43.10 Unrealized +149.5%
PAYX PAYCHEX INC 0.4%
Value ($000) $2,406 Shares 28,288 Est. Cost $40.07 Unrealized +76.4%
V VISA INC CL A 0.4%
Value ($000) $2,351 Shares 12,511 Est. Cost $126.07 Unrealized +36.9%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $2,252 Shares 3,810 Est. Cost $99.46 Unrealized +88.2%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $2,174 Shares 8,591 Est. Cost $184.96 Unrealized +32.1%
UNP UNION PACIFIC CORPORATION 0.3%
Value ($000) $1,827 Shares 10,106 Est. Cost $76.32 Unrealized +95.7%
ITW ILLINOIS TOOL WORKS, INC. 0.3%
Value ($000) $1,778 Shares 9,900 Est. Cost $123.47 Unrealized +18.5%
HSY HERSHEY COMPANY 0.3%
Value ($000) $1,663 Shares 11,311 Est. Cost $76.93 Unrealized +67.0%
JPM J P MORGAN CHASE & COMPANY 0.3%
Value ($000) $1,619 Shares 11,614 Est. Cost $90.37 Unrealized +20.3%
INTC INTEL CORPORATION 0.3%
Value ($000) $1,615 Shares 26,982 Est. Cost $25.85 Unrealized +90.6%
PM PHILLIP MORRIS INTERNATIONAL INC 0.3%
Value ($000) $1,588 Shares 18,666 Est. Cost $55.37 Unrealized +8.4%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $1,551 Shares 24,160 Est. Cost $36.32 Unrealized +24.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.3%
Value ($000) $1,526 Shares 6,737 Est. Cost $158.60 Unrealized +36.9%
PFF ISHARES TRUST PREF & INC SECURITIES ETF 0.3%
Value ($000) $1,497 Shares 39,824 Est. Cost $38.62 Unrealized
TRMB TRIMBLE INCORPORATED 0.3%
Value ($000) $1,406 Shares 33,720 Est. Cost $29.26 Unrealized +35.9%
ROST ROSS STORES INC 0.2%
Value ($000) $1,322 Shares 11,360 Est. Cost $42.69 Unrealized +148.1%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,315 Shares 7,458 Est. Cost $152.70 Unrealized +2.1%
ZTS ZOETIS INC 0.2%
Value ($000) $1,286 Shares 9,716 Est. Cost $78.76 Unrealized +49.9%
CSX CSX CORP 0.2%
Value ($000) $1,238 Shares 17,100 Est. Cost $21.32 Unrealized +2.2%
MMM 3M COMPANY 0.2%
Value ($000) $1,230 Shares 6,975 Est. Cost $97.37 Unrealized +14.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,155 Shares 23,139 Est. Cost $24.51 Unrealized +17.5%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $1,020 Shares 17,299 Est. Cost $84.68 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $975 Shares 17,696 Est. Cost $33.84 Unrealized +35.6%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $953 Shares 19,870 Est. Cost $18.44 Unrealized +109.1%
USB US BANCORP DEL 0.2%
Value ($000) $938 Shares 15,827 Est. Cost $38.79 Unrealized +14.3%
VFC VF CORP 0.1%
Value ($000) $824 Shares 8,272 Est. Cost $67.19 Unrealized +33.4%
ABBV ABBVIE INC 0.1%
Value ($000) $812 Shares 9,172 Est. Cost $42.48 Unrealized +52.1%
PRAA PRA GROUP INC 0.1%
Value ($000) $769 Shares 21,171 Est. Cost $54.37 Unrealized -34.9%
PFE PFIZER INC 0.1%
Value ($000) $743 Shares 18,949 Est. Cost $19.46 Unrealized +37.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $704 Shares 1,808 Est. Cost $159.83 Unrealized +103.2%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $698 Shares 522 Est. Cost $52.36 Unrealized +22.3%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $680 Shares 60,944 Est. Cost $16.40 Unrealized
BRK/A BERKSHIRE HATHAWAY INC A 0.1%
Value ($000) $679 Shares 2 Est. Cost $302764.90 Unrealized +7.6%
MRK MERCK & CO INC 0.1%
Value ($000) $624 Shares 6,854 Est. Cost $49.43 Unrealized +36.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP 0.1%
Value ($000) $576 Shares 9,295 Est. Cost $55.02 Unrealized +2.4%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $545 Shares 3,290 Est. Cost $117.02 Unrealized +9.9%
D DOMINION ENERGY INC 0.1%
Value ($000) $542 Shares 6,551 Est. Cost $42.59 Unrealized +46.5%
CTAS CINTAS CORPORATION 0.1%
Value ($000) $540 Shares 2,005 Est. Cost $61.91 Unrealized 0.0%
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $519 Shares 5,555 Est. Cost $14.94 Unrealized +15.3%
SO THE SOUTHERN COMPANY 0.1%
Value ($000) $518 Shares 8,127 Est. Cost $38.97 Unrealized +25.5%
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $517 Shares 1,760 Est. Cost $164.90 Unrealized +64.7%
BA BOEING COMPANY 0.1%
Value ($000) $496 Shares 1,520 Est. Cost $187.97 Unrealized +86.8%
ORCL ORACLE CORP 0.1%
Value ($000) $479 Shares 9,044 Est. Cost $43.30 Unrealized +16.5%
NVO NOVO NORDISK A/S ADR 0.1%
Value ($000) $468 Shares 8,075 Est. Cost $66.25 Unrealized
RAYTHEON CO CL A 0.1%
Value ($000) $464 Shares 2,112 Est. Cost $95.64 Unrealized
DG DOLLAR GENERAL CORPORATION 0.1%
Value ($000) $451 Shares 2,890 Est. Cost $110.11 Unrealized +32.5%
ATO ATMOS ENERGY CORPORATION 0.1%
Value ($000) $407 Shares 3,640 Est. Cost $60.25 Unrealized +56.4%
EOG EOG RESOURCES INC 0.1%
Value ($000) $406 Shares 4,845 Est. Cost $70.64 Unrealized -21.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $405 Shares 197 Est. Cost $1937.52 Unrealized -0.3%
WMT WALMART INC 0.1%
Value ($000) $405 Shares 3,413 Est. Cost $28.38 Unrealized +28.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $377 Shares 2,552 Est. Cost $97.53 Unrealized +26.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $365 Shares 2,930 Est. Cost $103.92 Unrealized +6.0%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $364 Shares 3,363 Est. Cost $109.15 Unrealized -4.7%
TGT TARGET CORP 0.1%
Value ($000) $351 Shares 2,740 Est. Cost $67.73 Unrealized +47.4%
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $351 Shares 2,618 Est. Cost $116.24 Unrealized -14.1%
ILMN ILLUMINA INC 0.1%
Value ($000) $350 Shares 1,053 Est. Cost $298.67 Unrealized +1.5%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $350 Shares 2,922 Est. Cost $114.11 Unrealized
VEEV VEEVA SYSTEMS 0.1%
Value ($000) $345 Shares 2,450 Est. Cost $122.67 Unrealized +19.8%
RHHBY ROCHE HOLDINGS 0.1%
Value ($000) $340 Shares 8,375 Est. Cost $48.72 Unrealized
IRBTQ IROBOT CORP 0.1%
Value ($000) $311 Shares 6,135 Est. Cost $32.81 Unrealized +53.0%
PSX PHILLIPS 66 0.1%
Value ($000) $307 Shares 2,756 Est. Cost $77.27 Unrealized +13.1%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $302 Shares 915 Est. Cost $294.23 Unrealized 0.0%
DE JOHN DEERE & CO 0.1%
Value ($000) $298 Shares 1,721 Est. Cost $104.43 Unrealized +51.3%
KEY KEYCORP NEW 0.1%
Value ($000) $289 Shares 14,286 Est. Cost $13.98 Unrealized 0.0%
FDX FEDEX CORPORATION 0.1%
Value ($000) $284 Shares 1,875 Est. Cost $203.00 Unrealized -32.3%
FLO FLOWERS FOODS INC 0.1%
Value ($000) $280 Shares 12,886 Est. Cost $13.88 Unrealized +21.4%
BAC BANK AMERICA CORP NEW 0.0%
Value ($000) $262 Shares 7,432 Est. Cost $24.57 Unrealized +13.1%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $258 Shares 4,783 Est. Cost $40.80 Unrealized +9.6%
BLACKROCK INC 0.0%
Value ($000) $241 Shares 480 Est. Cost $494.78 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $235 Shares 799 Est. Cost $236.60 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $228 Shares 7,855 Est. Cost $19.52 Unrealized +26.4%
FAST FASTENAL COMPANY 0.0%
Value ($000) $227 Shares 6,150 Est. Cost $15.30 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $226 Shares 6,810 Est. Cost $22.00 Unrealized 0.0%
MTD METTLER TOLEDO INTL INC 0.0%
Value ($000) $222 Shares 280 Est. Cost $722.02 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $219 Shares 4,145 Est. Cost $45.85 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $213 Shares 5,631 Est. Cost $43.67 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $211 Shares 655 Est. Cost $29.65 Unrealized 0.0%
QCOM QUALCOMM 0.0%
Value ($000) $209 Shares 2,375 Est. Cost $72.86 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC COM 0.0%
Value ($000) $208 Shares 2,665 Est. Cost $55.60 Unrealized +23.5%
COLM COLUMBIA SPORTSWEAR COMPANY 0.0%
Value ($000) $206 Shares 2,055 Est. Cost $87.69 Unrealized 0.0%
CI CIGNA CORPORATION 0.0%
Value ($000) $202 Shares 989 Est. Cost $167.70 Unrealized 0.0%
SONIC BLUE 0.0%
Value ($000) $60 Shares 60,000 Est. Cost $1.00 Unrealized