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Home > Institutional Investor > Bath Savings Trust Co > Profile

Instuitional Investor - Bath Savings Trust Co

Fund Profile
Filing Period:
Fund Name: Bath Savings Trust Co
Portfolio Value $966,792,201
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 279,026 $61,980,046 6.41%
2.
Mastercard Inc
 MA 101,216 $55,478,514 5.74%
3.
Tjx Companies Inc
 TJX 408,087 $49,704,997 5.14%
4.
Stryker Corp
 SYK 112,702 $41,953,320 4.34%
5.
Microsoft Corp
 MSFT 95,980 $36,029,932 3.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)