Long-term investor
Bath Savings Trust Co. @bathsavingstrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001384943).
Record
- Tracked since 2025-06-30 (448 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +0.3% · all +0.3%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.0% · long · since 2025-06-30
- 02079K305 · 6.8% · long · since 2025-06-30
- TJX · 6.0% · long · since 2025-06-30
- MA · 5.1% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- SYK · 3.6% · long · since 2025-06-30
- LLY · 3.3% · long · since 2025-06-30
- 92206C409 · 2.8% · long · since 2025-06-30
- NEE · 2.5% · long · since 2025-06-30
- COST · 2.5% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- ECL · 2.3% · long · since 2025-06-30