Piscataqua Savings Bank

Other Low signal CIK 1855835
Long book
$142.3M
Q1 2026
Positions
416
Top-10 weight
37%
concentration
Last quarter
Turnover
6%
of book per quarter

Strategy in plain words

auto-generated from filings

Piscataqua Savings Bank is an institutional manager, running a $142.3M US long book across 416 positions.

The portfolio is moderately concentrated (top 10 ≈ 37% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: MICROSOFT CORP, APPLE INC, ALPHABET INC-CL A, JPMORGAN CHASE & CO, NORDSON CORP.

Signal value of individual moves is limited — treat changes as weak evidence.

Sector allocation

Technology
30%
Industrials
18%
Financials
16%
Consumer discretionary
11%
Healthcare
7%
Energy
5%
Services media
4%
Utilities
3%

Long book by quarter

$113.3M
Q1 2024
$112.6M
Q2 2024
$117.7M
Q3 2024
$116.4M
Q4 2024
$113.2M
Q1 2025
$119.8M
Q2 2025
$128.1M
Q3 2025
$142.5M
Q4 2025
$142.3M
Q1 2026

What does Piscataqua Savings own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MSFT MICROSOFT CORPTechnology26.6K$9.8M6.9%+15.2%
AAPL APPLE INCTechnology37.3K$9.5M6.7%+0.4%
GOOGL ALPHABET INC-CL ATechnology25.1K$7.2M5.1%-4.7%
JPM JPMORGAN CHASE & COFinancials18.5K$5.4M3.8%-0.5%
NDSN NORDSON CORPIndustrials20.0K$5.3M3.7%+29.0%
TJX TJX COMPANIES INCConsumer discretionary25.7K$4.1M2.9%-0.6%
GLW CORNING INCIndustrials25.9K$3.5M2.5%-1.4%
AMZN AMAZON.COM INCConsumer discretionary15.1K$3.1M2.2%0.0%
BAC BANK OF AMERICA CORPFinancials53.6K$2.6M1.8%-0.4%
RTX RTX CORPIndustrials13.2K$2.6M1.8%-0.2%
MA MASTERCARD INC - AServices media5.1K$2.5M1.8%-1.1%
ABBV ABBVIE INCHealthcare11.3K$2.4M1.7%0.0%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials4.7K$2.3M1.6%-0.1%
CVX CHEVRON CORPEnergy10.8K$2.2M1.6%-2.5%
TEL TE CONNECTIVITY PLCConsumer discretionary10.0K$2.1M1.5%-0.6%
XOM EXXON MOBIL CORPEnergy12.2K$2.1M1.5%-1.5%
UNP UNION PACIFIC CORPIndustrials8.2K$2.0M1.4%-0.7%
CSCO CISCO SYSTEMS INCTechnology25.4K$2.0M1.4%-0.2%
AXP AMERICAN EXPRESS COFinancials6.2K$1.9M1.3%Held
RCL ROYAL CARIBBEAN CRUISES LTDIndustrials6.5K$1.8M1.3%Held
BLK BLACKROCK INCFinancials1.8K$1.7M1.2%-1.8%
V VISA INC-CLASS A SHARESServices media5.2K$1.6M1.1%-0.6%
LLY ELI LILLY & COHealthcare1.6K$1.5M1.1%Held
UNH UNITEDHEALTH GROUP INCFinancials5.2K$1.4M1.0%-0.3%
MCD MCDONALD'S CORPConsumer discretionary4.5K$1.4M1.0%Held
PEP PEPSICO INCConsumer staples8.2K$1.3M0.9%Held
GOOG ALPHABET INC-CL CTechnology4.4K$1.3M0.9%-1.8%
WM WASTE MANAGEMENT INCUtilities5.4K$1.2M0.9%Held
PNR PENTAIR PLCIndustrials14.3K$1.2M0.9%Held
MPC MARATHON PETROLEUM CORPEnergy4.8K$1.2M0.8%-0.2%
SYK STRYKER CORPHealthcare3.5K$1.2M0.8%Held
HD HOME DEPOT INCConsumer discretionary3.4K$1.1M0.8%Held
CL COLGATE-PALMOLIVE COOther12.6K$1.1M0.8%+6.4%
TXN TEXAS INSTRUMENTS INCTechnology5.1K$989K0.7%Held
GILD GILEAD SCIENCES INCHealthcare6.2K$858K0.6%Held
PRU PRUDENTIAL FINANCIAL INCFinancials8.7K$848K0.6%Held
DIS WALT DISNEY CO/THEServices media8.5K$822K0.6%-1.3%
GE GENERAL ELECTRICIndustrials2.8K$782K0.5%Held
NEE NEXTERA ENERGY INCUtilities8.2K$766K0.5%Held
DHR DANAHER CORPTechnology4.0K$752K0.5%-2.5%
ABT ABBOTT LABORATORIESHealthcare7.2K$740K0.5%-0.2%
IBM INTL BUSINESS MACHINES CORPTechnology2.9K$711K0.5%Held
JNJ JOHNSON & JOHNSONHealthcare2.9K$708K0.5%Held
PG PROCTER & GAMBLE CO/THEOther4.9K$706K0.5%Held
CMCSA COMCAST CORP-CLASS ACommunications21.0K$603K0.4%-0.2%
NVDA NVIDIA CORPTechnology3.2K$560K0.4%-3.0%
CSX CSX CORPIndustrials13.1K$538K0.4%-7.1%
WFC WELLS FARGO & COFinancials6.6K$527K0.4%Held
COP CONOCOPHILLIPSEnergy3.7K$489K0.3%Held
STT STATE STREET CORPFinancials3.7K$472K0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 10, 2026527$142.3M canonicalSEC ↗
Q4 202513F-HRJan 16, 2026515$142.5M canonicalSEC ↗
Q3 202513F-HROct 28, 2025460$128.1M canonicalSEC ↗
Q2 202513F-HRJul 10, 2025477$119.8M canonicalSEC ↗
Q1 202513F-HRApr 11, 2025450$113.2M canonicalSEC ↗
Q4 202413F-HRJan 22, 2025459$116.4M canonicalSEC ↗
Q3 202413F-HROct 15, 2024457$117.7M canonicalSEC ↗
Q2 202413F-HRJul 12, 2024461$112.6M canonicalSEC ↗
Q1 202413F-HRApr 18, 2024519$113.3M canonicalSEC ↗