§ 13F · FUND PROFILE
CAMDEN NATIONAL BANK.
AUM · $767M (13F)Positions · 283Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PWR | QUANTA SVCS INC | 31K | $22M | 2.9% | −21% |
| 2 | NVDA | NVIDIA CORPORATION | 109K | $22M | 2.9% | −5% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 294K | $21M | 2.7% | +2% |
| 4 | GOOGL | ALPHABET INC | 56K | $20M | 2.6% | −5% |
| 5 | SLQD | ISHARES TR | 394K | $20M | 2.6% | +4% |
| 6 | JNJ | JOHNSON & JOHNSON | 69K | $18M | 2.3% | −2% |
| 7 | MSFT | MICROSOFT CORP | 47K | $17M | 2.3% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO | 51K | $17M | 2.2% | −1% |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 17K | $16M | 2.1% | ±0% |
| 10 | LIN | LINDE PLC | 30K | $16M | 2.0% | −3% |
§ 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 $767 million in assets. The fund runs a broad portfolio of 283 positions.
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