Penobscot Investment Management Company, Inc.

data from 30/09/2025

Capitalization

$ 1.299 B 11.05 %

Average holding period

27 ans

Performance

$ 3.398 B 45 688.59 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Penobscot Investment Management Company, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 6.22% 80.764 M $ 432866 2019/03/31 12.414 M $ 18.10 %
2025/09/30 AAPL APPLE INC 5.82% 75.611 M $ 296946 2009/09/30 14.396 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 5.43% 70.532 M $ 136176 2009/06/30 2.713 M $ 4.13 %
2025/09/30 AVGO BROADCOM INC 4.51% 58.631 M $ 177717 2024/12/31 9.865 M $ 19.68 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.48% 45.145 M $ 143121 2009/06/30 3.508 M $ 8.80 %
2025/09/30 GOOGL ALPHABET INC 2.85% 37.066 M $ 152472 2015/12/31 9.813 M $ 37.94 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.00% 26.012 M $ 39047 2009/12/31 1.807 M $ 7.82 %
2025/09/30 AMZN AMAZON COM INC 1.92% 24.981 M $ 113773 2015/06/30 19.154 K $ 0.08 %
2025/09/30 V VISA INC 1.92% 24.933 M $ 73034 2011/12/31 -975.135 K $ -3.85 %
2025/09/30 QQQ INVESCO QQQ TR 1.78% 23.093 M $ 38464 2018/06/30 1.879 M $ 8.83 %
2025/09/30 APH AMPHENOL CORP NEW 1.65% 21.472 M $ 173509 2011/06/30 4.159 M $ 25.32 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.64% 21.248 M $ 22956 2018/06/30 -1.418 M $ -6.50 %
2025/09/30 MA MASTERCARD INCORPORATED 1.58% 20.582 M $ 36184 2011/12/31 249.600 K $ 1.22 %
2025/09/30 ABBV ABBVIE INC 1.37% 17.766 M $ 76731 2013/03/31 3.500 M $ 24.74 %
2025/09/30 HD HOME DEPOT INC 1.29% 16.765 M $ 41376 2015/03/31 1.572 M $ 10.51 %
2025/09/30 TJX TJX COS INC NEW 1.28% 16.652 M $ 115209 2010/09/30 2.267 M $ 17.05 %
2025/09/30 NEE NEXTERA ENERGY INC 1.22% 15.786 M $ 209116 2010/06/30 1.250 M $ 8.74 %
2025/09/30 FLRN SPDR SERIES TRUST 1.21% 15.723 M $ 509483 2016/09/30 14.180 K $ 0.10 %
2025/09/30 SHW SHERWIN WILLIAMS CO 1.21% 15.691 M $ 45316 2009/06/30 135.267 K $ 0.84 %
2025/09/30 SYK STRYKER CORPORATION 1.21% 15.661 M $ 42366 2009/06/30 -1.100 M $ -6.56 %
2025/09/30 GOOG ALPHABET INC 1.20% 15.635 M $ 64195 2015/12/31 4.271 M $ 37.30 %
2025/09/30 PWR QUANTA SVCS INC 1.14% 14.832 M $ 35789 2021/03/31 1.289 M $ 9.61 %
2025/09/30 META META PLATFORMS INC 1.05% 13.687 M $ 18637 2023/09/30 -60.087 K $ -0.50 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 1.04% 13.573 M $ 46245 2009/06/30 -673.405 K $ -4.83 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 1.02% 13.191 M $ 78295 2016/06/30 -1.176 M $ -8.17 %
2025/09/30 DHR DANAHER CORPORATION 0.84% 10.912 M $ 55041 2010/12/31 41.364 K $ 0.36 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.80% 10.443 M $ 56323 2009/06/30 1.821 M $ 21.39 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.80% 10.435 M $ 67912 2009/06/30 -385.611 K $ -3.56 %
2025/09/30 SMH VANECK ETF TRUST 0.80% 10.406 M $ 31885 2021/03/31 1.505 M $ 17.03 %
2025/09/30 CTAS CINTAS CORP 0.72% 9.402 M $ 45807 2019/06/30 -769.151 K $ -7.90 %
2025/09/30 LLY ELI LILLY & CO 0.70% 9.114 M $ 11945 2021/12/31 -172.507 K $ -2.12 %
2025/09/30 SPGI S&P GLOBAL INC 0.66% 8.626 M $ 17722 2017/03/31 -730.602 K $ -7.70 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.66% 8.595 M $ 17095 2024/12/31 272.911 K $ 3.49 %
2025/09/30 KLAC KLA CORP 0.63% 8.135 M $ 7543 2020/12/31 1.367 M $ 20.42 %
2025/09/30 RTX RTX CORPORATION 0.62% 8.103 M $ 48427 2023/09/30 995.752 K $ 14.59 %
2025/09/30 CSCO CISCO SYS INC 0.61% 7.953 M $ 116240 2009/06/30 -106.348 K $ -1.38 %
2025/09/30 WMT WALMART INC 0.59% 7.710 M $ 74814 2017/06/30 393.766 K $ 5.40 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.58% 7.492 M $ 21697 2015/06/30 597.373 K $ 10.68 %
2025/09/30 FLOT ISHARES TR 0.56% 7.265 M $ 142209 2014/03/31 8.715 K $ 0.14 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.55% 7.185 M $ 26347 2009/06/30 -251.143 K $ -3.31 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.53% 6.922 M $ 26547 2009/06/30 358.920 K $ 5.46 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.52% 6.723 M $ 13862 2017/06/30 1.108 M $ 19.62 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.51% 6.633 M $ 23754 2012/09/30 269.422 K $ 4.37 %
2025/09/30 XOM EXXON MOBIL CORP 0.51% 6.597 M $ 58514 2009/06/30 275.041 K $ 4.59 %
2025/09/30 PEP PEPSICO INC 0.51% 6.596 M $ 46964 2009/06/30 415.690 K $ 6.36 %
2025/09/30 INTU INTUIT 0.48% 6.283 M $ 9201 2018/12/31 -935.254 K $ -13.30 %
2025/09/30 CVX CHEVRON CORP NEW 0.48% 6.228 M $ 40105 2009/06/30 466.951 K $ 8.45 %
2025/09/30 BAC BANK AMERICA CORP 0.48% 6.200 M $ 120185 2023/09/30 462.530 K $ 9.02 %
2025/09/30 ABT ABBOTT LABS 0.48% 6.192 M $ 46228 2009/06/30 -89.726 K $ -1.52 %
2025/09/30 ADBE ADOBE INC 0.48% 6.177 M $ 17510 2009/06/30 -652.906 K $ -8.82 %
2025/09/30 ANET ARISTA NETWORKS INC 0.47% 6.114 M $ 41958 2024/12/31 1.696 M $ 42.42 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.47% 6.039 M $ 24491 2010/12/31 -1.408 M $ -17.49 %
2025/09/30 DE DEERE & CO 0.46% 5.923 M $ 12954 2009/06/30 -665.426 K $ -10.07 %
2025/09/30 C CITIGROUP INC 0.45% 5.789 M $ 57033 2023/09/30 578.426 K $ 19.24 %
2025/09/30 FIX COMFORT SYS USA INC 0.43% 5.638 M $ 6833 2025/03/31 1.910 M $ 53.89 %
2025/09/30 HEI HEICO CORP NEW 0.43% 5.631 M $ 17444 2017/12/31 -90.359 K $ -1.58 %
2025/09/30 BLK BLACKROCK INC 0.43% 5.577 M $ 4783 2024/12/31 546.131 K $ 11.11 %
2025/09/30 AZN ASTRAZENECA PLC 0.42% 5.469 M $ 71284 2024/12/31 458.430 K $ 9.79 %
2025/09/30 LIN LINDE PLC 0.41% 5.338 M $ 11238 2024/12/31 65.335 K $ 1.24 %
2025/09/30 URI UNITED RENTALS INC 0.40% 5.235 M $ 5484 2024/06/30 967.859 K $ 26.71 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.39% 5.044 M $ 51660 2024/06/30 -416.696 K $ -9.11 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.39% 5.037 M $ 24739 2023/09/30 -23.229 K $ -0.50 %
2025/09/30 IBDT ISHARES TR 0.38% 4.918 M $ 192723 2024/06/30 13.609 K $ 0.39 %
2025/09/30 DHI D R HORTON INC 0.38% 4.917 M $ 29015 2020/06/30 1.222 M $ 31.45 %
2025/09/30 AMGN AMGEN INC 0.36% 4.736 M $ 16784 2013/03/31 49.947 K $ 1.07 %
2025/09/30 DECK DECKERS OUTDOOR CORP 0.36% 4.733 M $ 46688 2023/06/30 -79.845 K $ -1.65 %
2025/09/30 ORCL ORACLE CORP 0.34% 4.372 M $ 15547 2009/12/31 999.693 K $ 28.64 %
2025/09/30 CAT CATERPILLAR INC 0.32% 4.155 M $ 8709 2009/06/30 734.199 K $ 22.91 %
2025/09/30 EMR EMERSON ELEC CO 0.32% 4.093 M $ 31204 2009/06/30 -64.287 K $ -1.61 %
2025/09/30 EFA ISHARES TR 0.31% 4.088 M $ 43778 2018/03/31 130.197 K $ 4.45 %
2025/09/30 AZO AUTOZONE INC 0.31% 4.041 M $ 942 2022/06/30 481.482 K $ 15.57 %
2025/09/30 UNP UNION PAC CORP 0.30% 3.937 M $ 16655 2009/06/30 106.080 K $ 2.73 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 0.30% 3.851 M $ 43950 2010/12/31 -452.789 K $ -8.82 %
2025/09/30 TTEK TETRA TECH INC NEW 0.30% 3.850 M $ 115345 2021/06/30 -313.095 K $ -7.17 %
2025/09/30 CMI CUMMINS INC 0.29% 3.774 M $ 8935 2012/03/31 807.343 K $ 28.97 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.29% 3.714 M $ 6232 2010/09/30 163.027 K $ 5.22 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.28% 3.646 M $ 8153 2023/06/30 -704.518 K $ -17.70 %
2025/09/30 NVS NOVARTIS AG 0.28% 3.631 M $ 28317 2009/06/30 186.295 K $ 5.97 %
2025/09/30 AMAT APPLIED MATLS INC 0.28% 3.609 M $ 17626 2009/09/30 381.955 K $ 11.84 %
2025/09/30 NDAQ NASDAQ INC 0.27% 3.562 M $ 40273 2017/03/31 -39.064 K $ -1.08 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.27% 3.537 M $ 10069 2019/06/30 431.056 K $ 13.99 %
2025/09/30 IBDU ISHARES TR 0.27% 3.494 M $ 148850 2024/06/30 11.398 K $ 0.60 %
2025/09/30 GE GE AEROSPACE 0.26% 3.387 M $ 11259 2023/09/30 361.467 K $ 16.87 %
2025/09/30 RSG REPUBLIC SVCS INC 0.26% 3.380 M $ 14729 2022/09/30 -213.080 K $ -6.95 %
2025/09/30 TMUS T-MOBILE US INC 0.26% 3.317 M $ 13857 2024/06/30 15.927 K $ 0.47 %
2025/09/30 AFL AFLAC INC 0.25% 3.299 M $ 29534 2009/12/31 188.036 K $ 5.92 %
2025/09/30 GLW CORNING INC 0.25% 3.289 M $ 40093 2023/09/30 1.092 M $ 55.98 %
2025/09/30 MCD MCDONALDS CORP 0.24% 3.174 M $ 10443 2009/06/30 121.688 K $ 4.01 %
2025/09/30 CSX CSX CORP 0.24% 3.168 M $ 89212 2009/06/30 248.290 K $ 8.83 %
2025/09/30 OKE ONEOK INC NEW 0.24% 3.138 M $ 43002 2023/09/30 -306.105 K $ -10.61 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.24% 3.112 M $ 6233 2015/03/31 154.307 K $ 7.79 %
2025/09/30 CASY CASEYS GEN STORES INC 0.24% 3.088 M $ 5463 2025/06/30 187.830 K $ 10.79 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.23% 3.027 M $ 48449 2023/09/30 -216.935 K $ -7.37 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.23% 2.965 M $ 5945 2019/09/30 -439.363 K $ -12.02 %
2025/09/30 ADI ANALOG DEVICES INC 0.22% 2.827 M $ 11504 2020/06/30 87.582 K $ 3.23 %
2025/09/30 BRO BROWN & BROWN INC 0.22% 2.797 M $ 29823 2020/09/30 -501.178 K $ -15.41 %
2025/09/30 HON HONEYWELL INTL INC 0.21% 2.779 M $ 13202 2011/03/31 -384.040 K $ -9.61 %
2025/09/30 FN FABRINET 0.21% 2.755 M $ 7555 2023/12/31 211.918 K $ 23.73 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.21% 2.746 M $ 23964 2015/06/30 257.090 K $ 9.97 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.21% 2.678 M $ 8062 2009/06/30 106.336 K $ 4.13 %