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| Penobscot Investment Management Company Inc
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|---|---|
| CRD # | 105060 |
| SEC # | 801-31820 |
| CIK # | 0001394866 |
| AUM | 1,635.0 M (2026-05-18) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 617-227-3111 |
| Address | 155 Federal Street Boston, MA 02210 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 73.2 | ||
| Nvidia Corp | 72.2 | ||
| Broadcom Inc | 50.3 | ||
| Microsoft Corp | 49.4 | ||
| Alphabet Inc | 41.7 | ||
| J P Morgan Chase & Co | 40.3 | ||
| Amazon Com Inc | 23.7 | ||
| Costco Wholesale Corp /NEW | 23.6 | ||
| Visa Inc | 22.3 | ||
| Amphenol Corp /DE/ | 21.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 104.3 |
| (b) Individuals (high net worth individuals) | 317 | 1,369.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.8 |
| (h) Charitable organizations | 6 | 51.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 101.5 |
| (n) Other | 0 | 0.0 |
| Total | 845 | 1,635.0 |
| By Discretionary | ||
| Discretionary | 842 | 1,631.0 |
| Non-Discretionary | 3 | 4.0 |
| Total | 845 | 1,635.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 1,630.8 | |
| Total | 845 | 1,635.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001394866] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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