Norway Savings Bank Diversified Active

Location: Norway, ME

CIK: 0001692227 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 20, 2026

Total Value: $211M (100.0% shares, 0.0% debt)

Holdings (103)

GOOGL Alphabet Inc-CL A 5.0%
Value $10.6M Shares 36,865 Est. Cost $118.59 Unrealized +172.6%
AAPL Apple Inc. 4.9%
Value $10.31M Shares 40,641 Est. Cost $89.00 Unrealized +195.3%
NVDA NVIDIA Corp 3.8%
Value $7.933M Shares 45,486 Est. Cost $92.88 Unrealized +100.9%
MSFT Microsoft Corp. 3.5%
Value $7.34M Shares 19,829 Est. Cost $169.64 Unrealized +156.2%
AMZN Amazon.com Inc 3.2%
Value $6.825M Shares 32,769 Est. Cost $138.24 Unrealized +64.1%
JPM J.P. Morgan Chase & Co 3.2%
Value $6.708M Shares 22,803 Est. Cost $148.70 Unrealized +109.4%
EMXC iShares MSCI Emerging Markets Ex China ETF 3.0%
Value $6.309M Shares 80,202 Est. Cost $56.55 Unrealized
APH Amphenol Corp 2.8%
Value $5.973M Shares 47,271 Est. Cost $45.99 Unrealized +218.3%
PANW Palo Alto Networks Inc 2.2%
Value $4.685M Shares 29,222 Est. Cost $127.64 Unrealized +34.9%
LLY Lilly Eli & Co 2.2%
Value $4.678M Shares 5,086 Est. Cost $552.56 Unrealized +89.5%
SPDW STATE ST SPDR Portfolio Dev World ex-US ETF 2.2%
Value $4.634M Shares 101,508 Est. Cost $32.11 Unrealized
ADI Analog Devices Inc. 2.0%
Value $4.297M Shares 13,508 Est. Cost $148.17 Unrealized +113.4%
CVX Chevron Corp 2.0%
Value $4.292M Shares 20,743 Est. Cost $84.43 Unrealized +103.6%
COST Costco Wholesale Corp 2.0%
Value $4.265M Shares 4,280 Est. Cost $543.18 Unrealized +77.4%
XOM Exxon Mobil Corp 2.0%
Value $4.204M Shares 24,778 Est. Cost $58.86 Unrealized +135.7%
ORCL Oracle Corp. 1.9%
Value $4.063M Shares 27,616 Est. Cost $47.85 Unrealized +254.5%
BRK/B Berkshire Hathaway Inc Cl B 1.9%
Value $4.004M Shares 8,355 Est. Cost $275.20 Unrealized +79.3%
META Meta Platforms Inc. 1.7%
Value $3.592M Shares 6,278 Est. Cost $438.62 Unrealized +49.5%
JNJ Johnson & Johnson 1.7%
Value $3.589M Shares 14,682 Est. Cost $153.01 Unrealized +48.9%
DGRO Ishares Core Dividend Growth ETF 1.7%
Value $3.544M Shares 50,497 Est. Cost $62.95 Unrealized
CAT Caterpillar Inc 1.6%
Value $3.391M Shares 4,786 Est. Cost $214.53 Unrealized +219.0%
ABT Abbott Labs 1.5%
Value $3.191M Shares 31,082 Est. Cost $59.29 Unrealized +94.7%
AMD Advanced Micro Devices Inc 1.5%
Value $3.186M Shares 15,663 Est. Cost $121.67 Unrealized +82.2%
GS Goldman Sachs Group 1.4%
Value $2.918M Shares 3,449 Est. Cost $418.55 Unrealized +122.8%
PG Procter & Gamble 1.4%
Value $2.895M Shares 20,044 Est. Cost $90.81 Unrealized +67.1%
BLK BlackRock Inc 1.3%
Value $2.753M Shares 2,863 Est. Cost $971.22 Unrealized +13.0%
IDXX Idexx Labs 1.2%
Value $2.616M Shares 4,656 Est. Cost $383.54 Unrealized +74.8%
ICE Intercontinental Exchange Inc 1.2%
Value $2.608M Shares 16,585 Est. Cost $93.64 Unrealized +76.2%
COP Conocophillips Inc. 1.2%
Value $2.522M Shares 19,103 Est. Cost $70.79 Unrealized +45.0%
LOW Lowes Cos Inc. 1.2%
Value $2.452M Shares 10,376 Est. Cost $165.46 Unrealized +64.1%
KLAC KLA-Tencor Corp. 1.1%
Value $2.387M Shares 1,621 Est. Cost $149.60 Unrealized +877.3%
HON Honeywell Intl Inc 1.1%
Value $2.358M Shares 10,433 Est. Cost $171.14 Unrealized +32.0%
BA Boeing Co. 1.1%
Value $2.345M Shares 11,780 Est. Cost $197.63 Unrealized +20.7%
NEE NextEra Energy Inc 1.1%
Value $2.307M Shares 24,840 Est. Cost $66.60 Unrealized +30.9%
CRM Salesforce.com Inc. 1.1%
Value $2.237M Shares 11,986 Est. Cost $213.60 Unrealized +1.0%
HCA HCA Healthcare Inc 1.0%
Value $2.203M Shares 4,656 Est. Cost $333.34 Unrealized +49.4%
DLR Digital Realty Trust 1.0%
Value $2.18M Shares 12,099 Est. Cost $103.06 Unrealized +50.4%
TJX T J X Companies 1.0%
Value $2.116M Shares 13,252 Est. Cost $67.56 Unrealized +128.3%
MCHP Microchip Technology 1.0%
Value $2.066M Shares 31,984 Est. Cost $54.68 Unrealized +38.6%
BX Blackstone Inc 0.9%
Value $1.936M Shares 16,839 Est. Cost $106.59 Unrealized +32.2%
JCI Johnson Controls International 0.9%
Value $1.925M Shares 14,699 Est. Cost $55.33 Unrealized +127.8%
PEP Pepsico Inc 0.8%
Value $1.688M Shares 10,867 Est. Cost $99.16 Unrealized +56.1%
TYL Tyler Technologies 0.8%
Value $1.677M Shares 4,898 Est. Cost $353.79 Unrealized +8.8%
AMGN Amgen Inc 0.8%
Value $1.666M Shares 4,734 Est. Cost $252.26 Unrealized +38.6%
DUK Duke Energy Corp 0.8%
Value $1.621M Shares 12,381 Est. Cost $68.91 Unrealized +75.4%
MRVL Marvell Technology Inc 0.8%
Value $1.609M Shares 16,249 Est. Cost $68.45 Unrealized +18.4%
ALB Albemarle Corp 0.7%
Value $1.54M Shares 8,580 Est. Cost $111.63 Unrealized +53.4%
KO Coca Cola Company 0.7%
Value $1.514M Shares 19,903 Est. Cost $42.49 Unrealized +76.0%
EOG EOG Resources Inc. 0.7%
Value $1.502M Shares 10,391 Est. Cost $109.68 Unrealized +2.2%
ISRG Intuitive Surgical Inc 0.7%
Value $1.464M Shares 3,175 Est. Cost $536.96 Unrealized -3.0%
GD General Dynamics Corp. 0.7%
Value $1.401M Shares 4,082 Est. Cost $187.61 Unrealized +89.0%
DHR Danaher Corp. 0.7%
Value $1.399M Shares 7,379 Est. Cost $196.67 Unrealized +14.2%
MCD McDonalds Corp 0.6%
Value $1.191M Shares 3,832 Est. Cost $107.13 Unrealized +196.1%
ZS Zscaler Inc. 0.5%
Value $1.124M Shares 8,011 Est. Cost $212.66 Unrealized -9.1%
BDX Becton Dickinson & Co 0.5%
Value $1.12M Shares 7,125 Est. Cost $220.49 Unrealized -23.9%
FDX Fedex Corporation 0.5%
Value $1.079M Shares 3,028 Est. Cost $229.82 Unrealized +47.5%
V Visa Inc 0.5%
Value $1.064M Shares 3,521 Est. Cost $223.52 Unrealized +47.3%
ZBRA Zebra Technologies Corp. 0.5%
Value $1.041M Shares 4,977 Est. Cost $270.95 Unrealized -8.1%
AVGO Broadcom Inc 0.5%
Value $978K Shares 3,160 Est. Cost $296.14 Unrealized +12.8%
ABBV Abbvie Inc. 0.5%
Value $952K Shares 4,377 Est. Cost $89.58 Unrealized +148.5%
SBUX Starbucks Corp 0.4%
Value $862K Shares 9,622 Est. Cost $62.42 Unrealized +50.0%
CI The Cigna Group 0.4%
Value $820K Shares 3,075 Est. Cost $167.48 Unrealized +67.6%
MRSH Marsh 0.4%
Value $766K Shares 4,417 Est. Cost $188.29 Unrealized -3.7%
BHP BHP Billiton 0.3%
Value $723K Shares 9,937 Est. Cost $63.68 Unrealized
VZ Verizon Communications 0.3%
Value $720K Shares 14,351 Est. Cost $39.21 Unrealized +11.7%
HD Home Depot 0.3%
Value $720K Shares 2,190 Est. Cost $195.79 Unrealized +92.5%
CMG Chipolte Mexican Grill Inc. 0.3%
Value $706K Shares 22,049 Est. Cost $60.48 Unrealized -35.9%
GSK GSK PLC 0.3%
Value $702K Shares 12,724 Est. Cost $41.63 Unrealized
MTB M&T Bank Corporation 0.3%
Value $700K Shares 3,385 Est. Cost $120.47 Unrealized +83.6%
AFL Aflac Inc 0.3%
Value $663K Shares 6,046 Est. Cost $64.33 Unrealized +72.9%
KKR KKR & Co. Inc 0.3%
Value $640K Shares 6,922 Est. Cost $118.70 Unrealized -3.3%
NFLX Netflix Inc 0.3%
Value $638K Shares 6,635 Est. Cost $83.84 Unrealized 0.0%
CSCO Cisco Systems Inc. 0.3%
Value $578K Shares 7,443 Est. Cost $37.89 Unrealized +105.6%
SNPS Synopsys Inc 0.3%
Value $574K Shares 1,448 Est. Cost $471.68 Unrealized 0.0%
RTX RTX Corp 0.3%
Value $564K Shares 2,924 Est. Cost $94.60 Unrealized +107.8%
WMT Walmart Inc 0.3%
Value $557K Shares 4,481 Est. Cost $51.67 Unrealized +136.2%
BMI Badger Meter 0.3%
Value $540K Shares 3,544 Est. Cost $197.14 Unrealized -17.9%
LHX L3 Harris Technologies Inc 0.3%
Value $528K Shares 1,530 Est. Cost $190.52 Unrealized +80.1%
EFA iSHARES MSCI EAFE ETF 0.2%
Value $506K Shares 5,205 Est. Cost $65.86 Unrealized
DIS Walt Disney Co 0.2%
Value $503K Shares 5,220 Est. Cost $101.17 Unrealized +8.2%
BMY Bristol Myers Squibb 0.2%
Value $488K Shares 8,046 Est. Cost $46.94 Unrealized +22.3%
MDLZ Mondelez Intl Inc. 0.2%
Value $485K Shares 8,419 Est. Cost $48.25 Unrealized +20.5%
ADBE Adobe Systems Inc DE 0.2%
Value $448K Shares 1,844 Est. Cost $487.31 Unrealized -40.5%
ACN Accenture PLC Ireland Shs Cl A 0.2%
Value $417K Shares 2,101 Est. Cost $284.72 Unrealized -11.1%
VWO Vanguard FTSE Emerging Mkts ETF 0.2%
Value $403K Shares 7,447 Est. Cost $42.12 Unrealized
STT State Street Corp. 0.2%
Value $397K Shares 3,138 Est. Cost $59.78 Unrealized +117.9%
IBM International Business Machines 0.2%
Value $387K Shares 1,597 Est. Cost $118.77 Unrealized +139.0%
CB Chubb Ltd 0.2%
Value $383K Shares 1,175 Est. Cost $120.02 Unrealized +163.5%
GOOG Alphabet Inc-CL C 0.2%
Value $371K Shares 1,295 Est. Cost $182.19 Unrealized +77.7%
MDT Medtronic PLC Sedol 0.2%
Value $369K Shares 4,262 Est. Cost $99.51 Unrealized 0.0%
MA Mastercard Inc. 0.2%
Value $339K Shares 679 Est. Cost $233.04 Unrealized +131.3%
TM Toyota Motor Corp Spon ADR 0.2%
Value $337K Shares 1,636 Est. Cost $193.77 Unrealized
DE Deere & Co 0.2%
Value $330K Shares 585 Est. Cost $394.67 Unrealized +39.7%
C Citigroup Inc. 0.2%
Value $317K Shares 2,797 Est. Cost $50.38 Unrealized +130.6%
PFE Pfizer Inc 0.1%
Value $314K Shares 11,177 Est. Cost $24.94 Unrealized +4.9%
CSX CSX Corp. 0.1%
Value $308K Shares 7,500 Est. Cost $25.34 Unrealized +52.0%
SCHW Charles Schwab Inc 0.1%
Value $299K Shares 3,180 Est. Cost $31.79 Unrealized +215.0%
MS Morgan Stanley 0.1%
Value $294K Shares 1,787 Est. Cost $96.90 Unrealized +85.4%
TXN Texas Instruments 0.1%
Value $270K Shares 1,390 Est. Cost $128.00 Unrealized +61.1%
ENB Enbridge Inc 0.1%
Value $247K Shares 4,567 Est. Cost $26.93 Unrealized +80.4%
T AT&T Inc 0.1%
Value $223K Shares 7,700 Est. Cost $13.88 Unrealized +85.5%
AMT American Tower Corp 0.1%
Value $215K Shares 1,247 Est. Cost $166.58 Unrealized +4.9%
BAC Bank of America 0.1%
Value $214K Shares 4,393 Est. Cost $42.48 Unrealized +26.3%