§ 13F · FUND PROFILE
CAMDEN NATIONAL BANK.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $715M (13F)Positions · 261Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PWR | QUANTA SVCS INC | 38K | $21M | 2.9% | −4% |
| 2 | NVDA | NVIDIA CORPORATION | 116K | $20M | 2.7% | −1% |
| 3 | SLQD | ISHARES TR | 380K | $19M | 2.6% | +8% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 289K | $18M | 2.5% | +5% |
| 5 | MSFT | MICROSOFT CORP | 46K | $17M | 2.3% | ±0% |
| 6 | JNJ | JOHNSON & JOHNSON | 70K | $17M | 2.3% | −2% |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 17K | $17M | 2.3% | ±0% |
| 8 | GOOGL | ALPHABET INC | 59K | $17M | 2.3% | −2% |
| 9 | TJX | TJX COS INC NEW | 98K | $16M | 2.1% | −1% |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC | 45K | $15M | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAMDEN SIGNAL
AC read
CAMDEN NATIONAL BANK is a Dealer / Bank fund managing $715 million in assets. The fund runs a broad portfolio of 261 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed