Bath Savings Trust Co Diversified Active

CIK: 0001384943 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 1, 2020

Total Value ($000): $461,579 (100.0% shares, 0.0% debt)

Holdings (116)

AAPL APPLE COMPUTER 5.8%
Value ($000) $26,827 Shares 105,499 Est. Cost $19.99 Unrealized +255.5%
MA MASTERCARD INCORPORATED 5.6%
Value ($000) $25,982 Shares 107,560 Est. Cost $72.34 Unrealized +297.9%
TJX TJX COS INC NEW 4.3%
Value ($000) $20,047 Shares 419,300 Est. Cost $34.71 Unrealized +53.7%
NKE NIKE INC CL B 3.7%
Value ($000) $17,142 Shares 207,178 Est. Cost $43.84 Unrealized +95.9%
ECL ECOLAB INC 3.2%
Value ($000) $14,790 Shares 94,910 Est. Cost $78.30 Unrealized +125.2%
MKC MCCORMICK & CO INC NON-VOTING 3.0%
Value ($000) $14,042 Shares 99,442 Est. Cost $34.68 Unrealized +98.9%
CHD CHURCH & DWIGHT COMPANY INC 3.0%
Value ($000) $13,881 Shares 216,278 Est. Cost $36.16 Unrealized +83.2%
AMT AMERICAN TOWER CORP REIT 3.0%
Value ($000) $13,697 Shares 62,902 Est. Cost $94.82 Unrealized +108.0%
SYK STRYKER CORPORATION 2.9%
Value ($000) $13,515 Shares 81,172 Est. Cost $89.03 Unrealized +105.9%
NEE NEXTERA ENERGY INC 2.8%
Value ($000) $12,872 Shares 53,498 Est. Cost $19.06 Unrealized +184.8%
GOOGL ALPHABET INC CAP STK CL A 2.6%
Value ($000) $12,130 Shares 10,439 Est. Cost $45.88 Unrealized +46.6%
INTU INTUIT INC 2.4%
Value ($000) $11,215 Shares 48,761 Est. Cost $59.21 Unrealized +340.7%
MSFT MICROSOFT CORPORATION 2.2%
Value ($000) $10,364 Shares 65,715 Est. Cost $54.86 Unrealized +185.0%
FDS FACTSET RESEARCH SYSTEMS INC 2.2%
Value ($000) $10,311 Shares 39,553 Est. Cost $102.98 Unrealized +149.8%
FISV FISERV INC WISC PV ICT 2.2%
Value ($000) $10,076 Shares 106,083 Est. Cost $54.30 Unrealized +104.6%
DHR DANAHER CORP 2.2%
Value ($000) $10,068 Shares 72,740 Est. Cost $67.43 Unrealized +94.7%
ADP AUTOMATIC DATA PROCESSING 2.1%
Value ($000) $9,910 Shares 72,503 Est. Cost $58.98 Unrealized +140.7%
AMZN AMAZON.COM INC 2.1%
Value ($000) $9,723 Shares 4,987 Est. Cost $49.45 Unrealized +95.7%
SBUX STARBUCKS CORP 2.1%
Value ($000) $9,572 Shares 145,607 Est. Cost $41.36 Unrealized +71.7%
BF/B BROWN FORMAN INC B 2.0%
Value ($000) $9,400 Shares 169,345 Est. Cost $34.17 Unrealized +69.2%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 2.0%
Value ($000) $9,136 Shares 96,334 Est. Cost $55.25 Unrealized +86.8%
DIS WALT DISNEY CO 1.9%
Value ($000) $8,925 Shares 92,387 Est. Cost $95.85 Unrealized +28.9%
BDX BECTON DICKINSON AND COMPANY 1.6%
Value ($000) $7,543 Shares 32,830 Est. Cost $202.73 Unrealized +11.0%
GD GENERAL DYNAMICS CORP 1.6%
Value ($000) $7,374 Shares 55,737 Est. Cost $146.01 Unrealized -0.7%
XOM EXXON MOBIL CORPORATION 1.6%
Value ($000) $7,270 Shares 191,462 Est. Cost $54.13 Unrealized -22.3%
IDXX IDEXX LABORATORIES INC 1.5%
Value ($000) $6,867 Shares 28,350 Est. Cost $67.68 Unrealized +285.6%
MCD MCDONALDS CORP 1.5%
Value ($000) $6,848 Shares 41,419 Est. Cost $81.88 Unrealized +109.9%
HD HOME DEPOT INC 1.4%
Value ($000) $6,386 Shares 34,203 Est. Cost $139.03 Unrealized +36.8%
EL ESTEE LAUDER COS INC 1.4%
Value ($000) $6,296 Shares 39,508 Est. Cost $96.56 Unrealized +84.9%
JKHY JACK HENRY AND ASSOCIATES INC 1.3%
Value ($000) $6,133 Shares 39,505 Est. Cost $61.45 Unrealized +135.3%
EW EDWARDS LIFESCIENCES CORP 1.2%
Value ($000) $5,422 Shares 28,747 Est. Cost $42.26 Unrealized +70.7%
BCPC BALCHEM CORPORATION 1.2%
Value ($000) $5,396 Shares 54,660 Est. Cost $50.73 Unrealized +95.7%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $5,010 Shares 38,206 Est. Cost $84.13 Unrealized +42.8%
UNITED TECHNOLOGIES CORPORATION 1.0%
Value ($000) $4,560 Shares 48,346 Est. Cost $95.51 Unrealized
KO COCA COLA COMPANY 0.9%
Value ($000) $4,350 Shares 98,308 Est. Cost $28.07 Unrealized +60.3%
ACN ACCENTURE PLC IRELAND SHS CL A 0.9%
Value ($000) $4,288 Shares 26,265 Est. Cost $64.67 Unrealized +173.7%
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $4,087 Shares 51,792 Est. Cost $34.94 Unrealized +115.6%
WSO WATSCO INC 0.8%
Value ($000) $3,902 Shares 24,693 Est. Cost $150.90 Unrealized +11.9%
PG PROCTER & GAMBLE COMPANY 0.8%
Value ($000) $3,715 Shares 33,772 Est. Cost $62.48 Unrealized +66.2%
PEP PEPSICO INC 0.8%
Value ($000) $3,483 Shares 29,002 Est. Cost $63.03 Unrealized +78.9%
CL COLGATE PALMOLIVE COMPANY 0.8%
Value ($000) $3,466 Shares 52,230 Est. Cost $45.80 Unrealized +34.3%
HON HONEYWELL INTL INC 0.7%
Value ($000) $3,256 Shares 24,337 Est. Cost $122.64 Unrealized +11.4%
WEX WEX INC 0.6%
Value ($000) $2,919 Shares 27,928 Est. Cost $167.79 Unrealized +11.3%
LLY LILLY, ELI AND CO 0.6%
Value ($000) $2,627 Shares 18,934 Est. Cost $43.10 Unrealized +197.4%
SHW SHERWIN WILLIAMS COMPANY 0.6%
Value ($000) $2,547 Shares 5,544 Est. Cost $133.51 Unrealized +28.2%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $2,470 Shares 45,972 Est. Cost $30.01 Unrealized +36.7%
T AT&T INC 0.5%
Value ($000) $2,256 Shares 77,386 Est. Cost $12.69 Unrealized +43.2%
CVX CHEVRON CORP 0.5%
Value ($000) $2,237 Shares 30,870 Est. Cost $80.80 Unrealized -5.9%
V VISA INC CL A 0.5%
Value ($000) $2,186 Shares 13,571 Est. Cost $130.34 Unrealized +38.6%
SYY SYSCO CORPORATION 0.4%
Value ($000) $1,926 Shares 42,221 Est. Cost $29.85 Unrealized +97.1%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $1,875 Shares 3,785 Est. Cost $99.46 Unrealized +84.1%
HEI HEICO CORP 0.4%
Value ($000) $1,688 Shares 22,629 Est. Cost $50.27 Unrealized +117.5%
INTC INTEL CORPORATION 0.3%
Value ($000) $1,609 Shares 29,732 Est. Cost $28.30 Unrealized +85.0%
PAYX PAYCHEX INC 0.3%
Value ($000) $1,541 Shares 24,493 Est. Cost $40.07 Unrealized +68.2%
HSY HERSHEY COMPANY 0.3%
Value ($000) $1,460 Shares 11,016 Est. Cost $76.93 Unrealized +67.0%
UNP UNION PACIFIC CORPORATION 0.3%
Value ($000) $1,421 Shares 10,081 Est. Cost $76.32 Unrealized +90.0%
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $1,412 Shares 8,036 Est. Cost $184.96 Unrealized +34.8%
PM PHILLIP MORRIS INTERNATIONAL INC 0.3%
Value ($000) $1,359 Shares 18,621 Est. Cost $55.37 Unrealized +9.7%
ITW ILLINOIS TOOL WORKS, INC. 0.3%
Value ($000) $1,358 Shares 9,555 Est. Cost $123.47 Unrealized +19.5%
BMY BRISTOL MYERS SQUIBB 0.3%
Value ($000) $1,322 Shares 23,710 Est. Cost $36.32 Unrealized +33.7%
PFF ISHARES TRUST PREF & INC SECURITIES ETF 0.3%
Value ($000) $1,317 Shares 41,384 Est. Cost $38.36 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $1,171 Shares 9,956 Est. Cost $79.88 Unrealized +56.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.2%
Value ($000) $1,073 Shares 5,872 Est. Cost $158.60 Unrealized +34.0%
TRMB TRIMBLE INCORPORATED 0.2%
Value ($000) $1,048 Shares 32,920 Est. Cost $29.26 Unrealized +33.6%
JPM J P MORGAN CHASE & COMPANY 0.2%
Value ($000) $1,046 Shares 11,614 Est. Cost $90.37 Unrealized +14.7%
ROST ROSS STORES INC 0.2%
Value ($000) $991 Shares 11,400 Est. Cost $42.69 Unrealized +136.0%
CSX CSX CORP 0.2%
Value ($000) $980 Shares 17,100 Est. Cost $21.32 Unrealized +1.2%
MO ALTRIA GROUP INC 0.2%
Value ($000) $900 Shares 23,270 Est. Cost $24.51 Unrealized +12.4%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $892 Shares 17,796 Est. Cost $33.84 Unrealized +38.0%
MMM 3M COMPANY 0.2%
Value ($000) $845 Shares 6,189 Est. Cost $97.37 Unrealized +8.8%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $826 Shares 21,020 Est. Cost $19.44 Unrealized +88.6%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $777 Shares 668 Est. Cost $55.63 Unrealized +21.1%
ABBV ABBVIE INC 0.2%
Value ($000) $758 Shares 9,947 Est. Cost $44.41 Unrealized +51.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $650 Shares 14,224 Est. Cost $84.68 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $618 Shares 18,949 Est. Cost $19.46 Unrealized +32.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $613 Shares 1,808 Est. Cost $159.83 Unrealized +109.5%
MRK MERCK & CO INC 0.1%
Value ($000) $564 Shares 7,340 Est. Cost $50.47 Unrealized +29.0%
BRK/A BERKSHIRE HATHAWAY INC A 0.1%
Value ($000) $544 Shares 2 Est. Cost $302764.90 Unrealized +5.3%
PRAA PRA GROUP INC 0.1%
Value ($000) $534 Shares 19,271 Est. Cost $54.37 Unrealized -35.9%
COLM COLUMBIA SPORTSWEAR COMPANY 0.1%
Value ($000) $524 Shares 7,513 Est. Cost $81.09 Unrealized -3.1%
CTAS CINTAS CORPORATION 0.1%
Value ($000) $488 Shares 2,819 Est. Cost $61.87 Unrealized -0.2%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $487 Shares 61,414 Est. Cost $16.40 Unrealized
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $480 Shares 1,685 Est. Cost $164.90 Unrealized +68.4%
NVO NOVO NORDISK A/S ADR 0.1%
Value ($000) $471 Shares 7,829 Est. Cost $66.25 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $454 Shares 13,172 Est. Cost $38.79 Unrealized -4.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $445 Shares 6,156 Est. Cost $42.59 Unrealized +48.2%
DG DOLLAR GENERAL CORPORATION 0.1%
Value ($000) $425 Shares 2,815 Est. Cost $110.11 Unrealized +29.2%
ORCL ORACLE CORP 0.1%
Value ($000) $410 Shares 8,494 Est. Cost $43.30 Unrealized +9.7%
SO THE SOUTHERN COMPANY 0.1%
Value ($000) $408 Shares 7,552 Est. Cost $38.97 Unrealized +29.5%
VFC VF CORP 0.1%
Value ($000) $403 Shares 7,447 Est. Cost $67.19 Unrealized +16.0%
ADBE ADOBE SYSTEMS INC 0.1%
Value ($000) $399 Shares 1,255 Est. Cost $307.18 Unrealized +11.4%
VEEV VEEVA SYSTEMS 0.1%
Value ($000) $384 Shares 2,455 Est. Cost $122.67 Unrealized +19.5%
ILMN ILLUMINA INC 0.1%
Value ($000) $369 Shares 1,353 Est. Cost $294.45 Unrealized -5.0%
WMT WALMART INC 0.1%
Value ($000) $358 Shares 3,154 Est. Cost $28.38 Unrealized +24.6%
ATO ATMOS ENERGY CORPORATION 0.1%
Value ($000) $341 Shares 3,440 Est. Cost $60.25 Unrealized +57.6%
RHHBY ROCHE HOLDINGS 0.1%
Value ($000) $340 Shares 8,375 Est. Cost $48.72 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $335 Shares 9,275 Est. Cost $22.26 Unrealized +3.2%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $334 Shares 3,493 Est. Cost $109.18 Unrealized +0.9%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $304 Shares 3,040 Est. Cost $117.02 Unrealized +1.8%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $301 Shares 3,383 Est. Cost $110.68 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $285 Shares 3,370 Est. Cost $14.94 Unrealized +9.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $282 Shares 2,432 Est. Cost $97.53 Unrealized +16.3%
RAYTHEON CO CL A 0.1%
Value ($000) $277 Shares 2,112 Est. Cost $95.64 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $272 Shares 202 Est. Cost $1932.29 Unrealized -10.7%
FLO FLOWERS FOODS INC 0.1%
Value ($000) $264 Shares 12,886 Est. Cost $13.88 Unrealized +23.0%
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $250 Shares 2,253 Est. Cost $116.24 Unrealized -15.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $250 Shares 2,930 Est. Cost $103.92 Unrealized +3.5%
NFLX NETFLIX INC 0.1%
Value ($000) $243 Shares 645 Est. Cost $29.65 Unrealized +19.3%
DE JOHN DEERE & CO 0.1%
Value ($000) $238 Shares 1,721 Est. Cost $104.43 Unrealized +39.5%
TGT TARGET CORP 0.1%
Value ($000) $236 Shares 2,540 Est. Cost $67.73 Unrealized +40.2%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $227 Shares 5,356 Est. Cost $51.30 Unrealized 0.0%
BA BOEING COMPANY 0.0%
Value ($000) $227 Shares 1,520 Est. Cost $187.97 Unrealized +45.1%
BLACKROCK INC 0.0%
Value ($000) $211 Shares 480 Est. Cost $494.78 Unrealized
KEY KEYCORP NEW 0.0%
Value ($000) $108 Shares 10,486 Est. Cost $13.98 Unrealized -11.0%
SONIC BLUE 0.0%
Value ($000) $60 Shares 60,000 Est. Cost $1.00 Unrealized
AJMPF ASHMORE GROUP PLC 0.0%
Value ($000) $52 Shares 11,600 Est. Cost $4.22 Unrealized 0.0%