Bath Savings Trust Co Diversified Active

CIK: 0001384943 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 1, 2020

Total Value ($000): $609,615 (100.0% shares, 0.0% debt)

Holdings (126)

AAPL APPLE COMPUTER 7.4%
Value ($000) $45,186 Shares 390,175 Est. Cost $83.22 Unrealized +27.3%
MA MASTERCARD INCORPORATED 5.8%
Value ($000) $35,554 Shares 105,138 Est. Cost $72.34 Unrealized +336.4%
NKE NIKE INC CL B 4.1%
Value ($000) $25,263 Shares 201,236 Est. Cost $43.84 Unrealized +127.3%
TJX TJX COS INC NEW 3.8%
Value ($000) $23,231 Shares 417,436 Est. Cost $34.71 Unrealized +44.2%
CHD CHURCH & DWIGHT COMPANY INC 3.3%
Value ($000) $20,054 Shares 213,997 Est. Cost $36.16 Unrealized +135.7%
ECL ECOLAB INC 3.1%
Value ($000) $19,042 Shares 95,287 Est. Cost $78.30 Unrealized +140.7%
MKC MCCORMICK & CO INC NON-VOTING 3.1%
Value ($000) $18,971 Shares 97,740 Est. Cost $34.68 Unrealized +152.8%
SYK STRYKER CORPORATION 3.0%
Value ($000) $17,990 Shares 86,335 Est. Cost $94.47 Unrealized +94.4%
AMZN AMAZON.COM INC 2.6%
Value ($000) $15,608 Shares 4,957 Est. Cost $49.45 Unrealized +218.8%
GOOGL ALPHABET INC CAP STK CL A 2.5%
Value ($000) $15,386 Shares 10,498 Est. Cost $45.88 Unrealized +64.8%
INTU INTUIT INC 2.5%
Value ($000) $15,289 Shares 46,871 Est. Cost $59.21 Unrealized +411.2%
DHR DANAHER CORP 2.5%
Value ($000) $15,066 Shares 69,969 Est. Cost $67.43 Unrealized +157.6%
AMT AMERICAN TOWER CORP REIT 2.5%
Value ($000) $15,021 Shares 62,139 Est. Cost $94.82 Unrealized +128.6%
NEE NEXTERA ENERGY INC 2.4%
Value ($000) $14,862 Shares 53,546 Est. Cost $19.06 Unrealized +216.2%
MSFT MICROSOFT CORPORATION 2.4%
Value ($000) $14,424 Shares 68,577 Est. Cost $60.29 Unrealized +233.0%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 2.1%
Value ($000) $12,807 Shares 97,022 Est. Cost $55.25 Unrealized +121.0%
FDS FACTSET RESEARCH SYSTEMS INC 2.1%
Value ($000) $12,636 Shares 37,732 Est. Cost $102.98 Unrealized +218.9%
BF/B BROWN FORMAN INC B 2.0%
Value ($000) $12,383 Shares 164,411 Est. Cost $34.17 Unrealized +89.4%
SBUX STARBUCKS CORP 2.0%
Value ($000) $12,371 Shares 143,988 Est. Cost $41.36 Unrealized +71.2%
FISV FISERV INC WISC PV ICT 1.9%
Value ($000) $11,810 Shares 114,613 Est. Cost $57.69 Unrealized +72.6%
DIS WALT DISNEY CO 1.9%
Value ($000) $11,501 Shares 92,691 Est. Cost $95.98 Unrealized +27.2%
IDXX IDEXX LABORATORIES INC 1.8%
Value ($000) $10,883 Shares 27,686 Est. Cost $67.68 Unrealized +446.3%
ADP AUTOMATIC DATA PROCESSING 1.7%
Value ($000) $10,419 Shares 74,694 Est. Cost $61.08 Unrealized +104.7%
HD HOME DEPOT INC 1.5%
Value ($000) $9,318 Shares 33,554 Est. Cost $139.03 Unrealized +70.9%
MCD MCDONALDS CORP 1.5%
Value ($000) $9,035 Shares 41,167 Est. Cost $81.88 Unrealized +121.5%
EL ESTEE LAUDER COS INC 1.3%
Value ($000) $8,217 Shares 37,653 Est. Cost $96.56 Unrealized +97.6%
EW EDWARDS LIFESCIENCES CORP 1.3%
Value ($000) $7,939 Shares 99,462 Est. Cost $63.28 Unrealized +23.3%
ABT ABBOTT LABORATORIES 1.2%
Value ($000) $7,453 Shares 68,485 Est. Cost $47.61 Unrealized +93.9%
GD GENERAL DYNAMICS CORP 1.2%
Value ($000) $7,363 Shares 53,187 Est. Cost $146.01 Unrealized -10.3%
BDX BECTON DICKINSON AND COMPANY 1.1%
Value ($000) $6,685 Shares 28,733 Est. Cost $202.73 Unrealized +11.2%
WSO WATSCO INC 1.0%
Value ($000) $6,200 Shares 26,620 Est. Cost $154.88 Unrealized +45.4%
JKHY JACK HENRY AND ASSOCIATES INC 1.0%
Value ($000) $6,084 Shares 37,420 Est. Cost $61.45 Unrealized +164.3%
SHW SHERWIN WILLIAMS COMPANY 1.0%
Value ($000) $5,938 Shares 8,522 Est. Cost $150.02 Unrealized +38.8%
ACN ACCENTURE PLC IRELAND SHS CL A 1.0%
Value ($000) $5,884 Shares 26,035 Est. Cost $65.85 Unrealized +222.3%
XOM EXXON MOBIL CORPORATION 1.0%
Value ($000) $5,802 Shares 169,018 Est. Cost $54.13 Unrealized -40.3%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $5,788 Shares 38,881 Est. Cost $84.73 Unrealized +49.9%
PEP PEPSICO INC 0.9%
Value ($000) $5,372 Shares 38,763 Est. Cost $75.76 Unrealized +52.0%
KO COCA COLA COMPANY 0.8%
Value ($000) $4,748 Shares 96,161 Est. Cost $28.07 Unrealized +45.3%
PG PROCTER & GAMBLE COMPANY 0.8%
Value ($000) $4,695 Shares 33,780 Est. Cost $62.48 Unrealized +86.2%
BCPC BALCHEM CORPORATION 0.7%
Value ($000) $4,413 Shares 45,208 Est. Cost $50.73 Unrealized +87.2%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $4,240 Shares 71,275 Est. Cost $34.08 Unrealized +24.9%
HON HONEYWELL INTL INC 0.7%
Value ($000) $4,019 Shares 24,419 Est. Cost $122.51 Unrealized +8.8%
CL COLGATE PALMOLIVE COMPANY 0.7%
Value ($000) $3,966 Shares 51,405 Est. Cost $45.80 Unrealized +47.0%
HEI HEICO CORP 0.6%
Value ($000) $3,634 Shares 34,728 Est. Cost $66.93 Unrealized +54.4%
WEX WEX INC 0.6%
Value ($000) $3,535 Shares 25,441 Est. Cost $167.45 Unrealized -6.4%
V VISA INC CL A 0.5%
Value ($000) $3,001 Shares 15,008 Est. Cost $135.18 Unrealized +42.2%
LLY LILLY, ELI AND CO 0.4%
Value ($000) $2,743 Shares 18,534 Est. Cost $43.10 Unrealized +238.2%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $2,677 Shares 3,772 Est. Cost $99.46 Unrealized +125.8%
SYY SYSCO CORPORATION 0.4%
Value ($000) $2,462 Shares 39,572 Est. Cost $29.85 Unrealized +68.9%
COST COSTCO WHOLESALE CORP COM 0.4%
Value ($000) $2,314 Shares 6,517 Est. Cost $260.92 Unrealized +18.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $2,284 Shares 39,690 Est. Cost $54.51 Unrealized -1.5%
CVX CHEVRON CORP 0.4%
Value ($000) $2,232 Shares 31,000 Est. Cost $80.80 Unrealized -17.7%
T AT&T INC 0.3%
Value ($000) $2,111 Shares 74,037 Est. Cost $12.69 Unrealized +22.6%
ZTS ZOETIS INC 0.3%
Value ($000) $1,994 Shares 12,054 Est. Cost $89.06 Unrealized +64.7%
DG DOLLAR GENERAL CORPORATION 0.3%
Value ($000) $1,957 Shares 9,337 Est. Cost $159.50 Unrealized +14.1%
UNP UNION PACIFIC CORPORATION 0.3%
Value ($000) $1,867 Shares 9,486 Est. Cost $76.32 Unrealized +116.0%
PAYX PAYCHEX INC 0.3%
Value ($000) $1,864 Shares 23,368 Est. Cost $40.07 Unrealized +61.1%
PSK SPDR WELLS FARGO PRFD STOCK ETF 0.3%
Value ($000) $1,766 Shares 40,621 Est. Cost $43.48 Unrealized
INTC INTEL CORPORATION 0.3%
Value ($000) $1,703 Shares 32,884 Est. Cost $30.20 Unrealized +54.1%
PFF ISHARES TRUST PREF & INC SECURITIES ETF 0.3%
Value ($000) $1,650 Shares 45,274 Est. Cost $37.89 Unrealized
ITW ILLINOIS TOOL WORKS, INC. 0.3%
Value ($000) $1,559 Shares 8,073 Est. Cost $123.47 Unrealized +35.5%
HSY HERSHEY COMPANY 0.2%
Value ($000) $1,509 Shares 10,531 Est. Cost $76.93 Unrealized +62.3%
TRMB TRIMBLE INCORPORATED 0.2%
Value ($000) $1,506 Shares 30,910 Est. Cost $29.26 Unrealized +63.3%
PM PHILLIP MORRIS INTERNATIONAL INC 0.2%
Value ($000) $1,367 Shares 18,221 Est. Cost $55.37 Unrealized +6.3%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $1,355 Shares 22,478 Est. Cost $36.32 Unrealized +33.8%
CSX CSX CORP 0.2%
Value ($000) $1,328 Shares 17,100 Est. Cost $21.32 Unrealized +7.7%
EQIX EQUINIX INC 0.2%
Value ($000) $1,273 Shares 1,675 Est. Cost $683.55 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.2%
Value ($000) $1,232 Shares 5,789 Est. Cost $158.60 Unrealized +29.0%
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $1,175 Shares 2,396 Est. Cost $354.93 Unrealized +31.1%
CTAS CINTAS CORPORATION 0.2%
Value ($000) $1,166 Shares 3,505 Est. Cost $62.76 Unrealized +16.2%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $1,148 Shares 781 Est. Cost $57.41 Unrealized +31.9%
JPM J P MORGAN CHASE & COMPANY 0.2%
Value ($000) $1,130 Shares 11,732 Est. Cost $90.03 Unrealized -5.1%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $1,078 Shares 4,810 Est. Cost $184.96 Unrealized +16.3%
ROST ROSS STORES INC 0.2%
Value ($000) $1,039 Shares 11,135 Est. Cost $42.69 Unrealized +98.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,011 Shares 17,596 Est. Cost $33.84 Unrealized +43.5%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,002 Shares 25,420 Est. Cost $22.49 Unrealized +64.8%
MMM 3M COMPANY 0.2%
Value ($000) $940 Shares 5,864 Est. Cost $97.37 Unrealized +13.3%
ABBV ABBVIE INC 0.1%
Value ($000) $897 Shares 10,242 Est. Cost $46.12 Unrealized +65.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $861 Shares 22,270 Est. Cost $24.51 Unrealized +10.9%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $834 Shares 4,233 Est. Cost $117.92 Unrealized +59.3%
PRAA PRA GROUP INC 0.1%
Value ($000) $768 Shares 19,221 Est. Cost $54.37 Unrealized -23.5%
PFE PFIZER INC 0.1%
Value ($000) $712 Shares 19,391 Est. Cost $19.78 Unrealized +37.0%
COLM COLUMBIA SPORTSWEAR COMPANY 0.1%
Value ($000) $680 Shares 7,824 Est. Cost $79.42 Unrealized -3.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $661 Shares 1,725 Est. Cost $159.83 Unrealized +105.9%
VEEV VEEVA SYSTEMS 0.1%
Value ($000) $655 Shares 2,330 Est. Cost $122.67 Unrealized +114.8%
BRK/A BERKSHIRE HATHAWAY INC A 0.1%
Value ($000) $640 Shares 2 Est. Cost $302764.90 Unrealized +1.4%
ROL ROLLINS INC 0.1%
Value ($000) $511 Shares 9,425 Est. Cost $22.30 Unrealized +45.0%
MRK MERCK & CO INC 0.1%
Value ($000) $507 Shares 6,115 Est. Cost $50.47 Unrealized +30.6%
ORCL ORACLE CORP 0.1%
Value ($000) $507 Shares 8,494 Est. Cost $43.30 Unrealized +21.8%
WMT WALMART INC 0.1%
Value ($000) $494 Shares 3,532 Est. Cost $29.47 Unrealized +40.2%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $493 Shares 3,040 Est. Cost $117.02 Unrealized +12.1%
NVO NOVO NORDISK A/S ADR 0.1%
Value ($000) $492 Shares 7,079 Est. Cost $66.25 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $489 Shares 1,583 Est. Cost $298.71 Unrealized +15.4%
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $473 Shares 3,300 Est. Cost $14.94 Unrealized +76.4%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $445 Shares 4,256 Est. Cost $108.53 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $409 Shares 5,186 Est. Cost $42.59 Unrealized +45.7%
TGT TARGET CORP 0.1%
Value ($000) $400 Shares 2,540 Est. Cost $67.73 Unrealized +75.2%
SO THE SOUTHERN COMPANY 0.1%
Value ($000) $393 Shares 7,257 Est. Cost $38.97 Unrealized +11.7%
DE JOHN DEERE & CO 0.1%
Value ($000) $372 Shares 1,678 Est. Cost $104.43 Unrealized +72.2%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $372 Shares 59,649 Est. Cost $16.40 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $362 Shares 2,432 Est. Cost $97.53 Unrealized +30.0%
FNLC FIRST BANCORP INC 0.1%
Value ($000) $350 Shares 16,603 Est. Cost $15.31 Unrealized +2.7%
RHHBY ROCHE HOLDINGS 0.1%
Value ($000) $337 Shares 7,875 Est. Cost $48.18 Unrealized
ATO ATMOS ENERGY CORPORATION 0.1%
Value ($000) $329 Shares 3,440 Est. Cost $60.25 Unrealized +44.7%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $324 Shares 10,622 Est. Cost $17.13 Unrealized +53.9%
NFLX NETFLIX INC 0.1%
Value ($000) $323 Shares 645 Est. Cost $29.65 Unrealized +67.9%
ORLY O'REILLY AUTOMOTIVE 0.1%
Value ($000) $320 Shares 695 Est. Cost $26.41 Unrealized +15.1%
FLO FLOWERS FOODS INC 0.1%
Value ($000) $314 Shares 12,886 Est. Cost $13.88 Unrealized +34.4%
VFC VF CORP 0.1%
Value ($000) $305 Shares 4,342 Est. Cost $67.19 Unrealized -3.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $284 Shares 2,830 Est. Cost $103.92 Unrealized -11.6%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $281 Shares 2,311 Est. Cost $115.65 Unrealized -18.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $271 Shares 4,337 Est. Cost $47.48 Unrealized +18.9%
BLACKROCK INC 0.0%
Value ($000) $271 Shares 480 Est. Cost $494.78 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $269 Shares 7,497 Est. Cost $38.79 Unrealized -25.4%
FAST FASTENAL COMPANY 0.0%
Value ($000) $266 Shares 5,900 Est. Cost $16.59 Unrealized +20.9%
QCOM QUALCOMM 0.0%
Value ($000) $265 Shares 2,250 Est. Cost $70.96 Unrealized +34.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $259 Shares 7,226 Est. Cost $84.68 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $248 Shares 5,356 Est. Cost $51.30 Unrealized -9.2%
MTD METTLER TOLEDO INTL INC 0.0%
Value ($000) $246 Shares 255 Est. Cost $743.93 Unrealized +24.7%
FDX FEDEX CORPORATION 0.0%
Value ($000) $236 Shares 940 Est. Cost $180.94 Unrealized 0.0%
BA BOEING COMPANY 0.0%
Value ($000) $230 Shares 1,390 Est. Cost $187.97 Unrealized -9.3%
AMGN AMGEN INC 0.0%
Value ($000) $228 Shares 896 Est. Cost $191.68 Unrealized +9.3%
META FACEBOOK INC CLASS A 0.0%
Value ($000) $223 Shares 852 Est. Cost $256.10 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $212 Shares 679 Est. Cost $261.11 Unrealized +7.7%
LOW LOWES COS INC 0.0%
Value ($000) $209 Shares 1,259 Est. Cost $139.87 Unrealized 0.0%
SONIC BLUE 0.0%
Value ($000) $60 Shares 60,000 Est. Cost $1.00 Unrealized