CAMDEN NATIONAL BANK
Sector Allocation
- Other19.6%$150.0M
- Technology19.0%$146.0M
- Healthcare12.7%$97.3M
- Financials11.6%$89.2M
- Industrials8.3%$63.6M
- Consumer Staples6.8%$52.1M
- Consumer Discretionary6.0%$46.0M
- Utilities5.0%$38.3M
- Materials3.3%$25.5M
- Energy2.7%$20.7M
AUM History
13fpro.ai/research/fund/camden-national-bank-1697855
Conviction and streaks
Stable · top 10 = 25.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$22.2MPWR
$22.1M- VANGUARD$21.0M
GOOGL
$20.2M- ISHARES$19.8M
JPM
$18.9MMSFT
$18.5MJNJ
$17.8MCOST
$16.0MLIN
$15.9M- ISHARES$15.1M
CB
$14.8MTJX
$14.7MDE
$14.6M- ISHARES$14.6M
MRK
$14.5MV
$14.0MNEE
$14.0MLHX
$13.1MRSG
$13.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/camden-national-bank-1697855
CAMDEN NATIONAL BANK 13F holdings — Q2 2026
$767.5M portfolio (+3.8% QoQ) · 184 holdings · Q2 2026 13F · top 10 are 25% of the stock portfolio
$22.2M
2.9% of stocks
-5%This quarter+7.6%Since filed10+ qtrsHeld$22.1M
2.9% of stocks
-21%This quarter-15.5%Since filed10+ qtrsHeldAIQuality72.0#166Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 3
VANGUARD TAX-MANAGED FDS - OTR
$21.0M
2.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $20.2M
2.6% of stocks
-5%This quarter-11.9%Since filed10+ qtrsHeld- 5
ISHARES TR - OTR
$19.8M
2.6% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $18.9M
2.5% of stocks
-1%This quarter-5.0%Since filed10+ qtrsHeldAIQuality71.9#171Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$18.5M
2.4% of stocks
+0.2%This quarter+14.6%Since filed10+ qtrsHeld$17.8M
2.3% of stocks
-2%This quarter+3.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$16.0M
2.1% of stocks
-0.3%This quarter+5.6%Since filed10+ qtrsHeld$15.9M
2.1% of stocks
-3%This quarter+6.1%Since filed10+ qtrsHeld
All holdings — CAMDEN NATIONAL BANK (Q2 2026)
184 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - OTRetf/fund | — | $15.1M | 2.0% | 183K | +5% | — | — | 13F |
| 12 | Chubb Ltd | Financials | $14.8M | 1.9% | 43K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $14.7M | 1.9% | 97K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | DEERE & CO | Industrials | $14.6M | 1.9% | 23K | -3% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - OTRetf/fund | — | $14.6M | 1.9% | 99K | +3% | — | — | 13F |
| 16 | Merck & Co., Inc. | Healthcare | $14.5M | 1.9% | 113K | +0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VISA INC. | Financials | $14.0M | 1.8% | 41K | -3% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | NEXTERA ENERGY INC | Utilities | $14.0M | 1.8% | 159K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $13.1M | 1.7% | 45K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | REPUBLIC SERVICES, INC. | Utilities | $13.1M | 1.7% | 61K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | PROCTER & GAMBLE Co | Consumer Staples | $11.8M | 1.5% | 80K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MCDONALDS CORP | Consumer Discretionary | $11.4M | 1.5% | 42K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | T-Mobile US, Inc. | Communication Services | $11.3M | 1.5% | 67K | -0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AUTOMATIC DATA PROCESSING INC | Technology | $11.2M | 1.5% | 50K | +1% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NOVARTIS AG | Healthcare | $11.1M | 1.4% | 71K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $11.1M | 1.4% | 22K | +0.2% | |||
| 27 | $TXN | TEXAS INSTRUMENTS INC | Technology | $11.0M | 1.4% | 37K | -2% | |||
| 28 | $PSA | Public Storage | Real Estate | $10.8M | 1.4% | 34K | -0.5% | |||
| 29 | $ORCL | ORACLE CORP | Technology | $10.5M | 1.4% | 71K | -0.3% | |||
| 30 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $10.3M | 1.4% | 21K | -0.4% | |||
| 31 | $KMI | KINDER MORGAN, INC. | Energy | $10.2M | 1.3% | 318K | -1% | |||
| 32 | $ZTS | Zoetis Inc. | Healthcare | $9.6M | 1.3% | 134K | +83% | |||
| 33 | $IAU | ISHARES GOLD TRUST | Financials | $9.6M | 1.3% | 127K | +43% | |||
| 34 | $DUK | Duke Energy CORP | Utilities | $9.3M | 1.2% | 74K | +1% | |||
| 35 | — | ISHARES TR - OTR | — | $9.1M | 1.2% | 83K | +4% | |||
| 36 | $PLD | Prologis, Inc. | Real Estate | $9.0M | 1.2% | 67K | -0.9% | |||
| 37 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $8.9M | 1.2% | 68K | -1% | |||
| 38 | $MDT | Medtronic plc | Healthcare | $8.8M | 1.1% | 113K | -3% | |||
| 39 | $ADBE | ADOBE INC. | Technology | $8.8M | 1.1% | 43K | -17% | |||
| 40 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $8.7M | 1.1% | 25K | -2% | |||
| 41 | — | ISHARES INC - OTR | — | $8.6M | 1.1% | 84K | +4% | |||
| 42 | — | VANGUARD CHARLOTTE FDS - OTR | — | $8.4M | 1.1% | 174K | -0.6% | |||
| 43 | $XYL | Xylem Inc. | Industrials | $8.4M | 1.1% | 71K | -1% | |||
| 44 | $PEP | PEPSICO INC | Consumer Staples | $8.3M | 1.1% | 61K | +2% | |||
| 45 | $SPGI | S&P Global Inc. | Financials | $8.1M | 1.1% | 20K | +2% | |||
| 46 | $PKG | PACKAGING CORP OF AMERICA | Materials | $7.8M | 1.0% | 33K | -1% | |||
| 47 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $7.6M | 1.0% | 132K | -0.2% | |||
| 48 | $CVX | CHEVRON CORP | Energy | $7.6M | 1.0% | 46K | -0.1% | |||
| 49 | — | ISHARES TR - OTR | — | $7.4M | 1.0% | 63K | +4% | |||
| 50 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $7.3M | 1.0% | 62K | -0.7% | |||
| 51 | — | ISHARES TR - OTR | — | $6.9M | 0.9% | 9,279 | +2% | |||
| 52 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $6.8M | 0.9% | 42K | -2% | |||
| 53 | $ALC | ALCON INC | Healthcare | $6.7M | 0.9% | 100K | -3% | |||
| 54 | $OMC | OMNICOM GROUP INC. | Communication Services | $6.5M | 0.8% | 89K | -2% | |||
| 55 | $USB | US BANCORP DE | Financials | $6.5M | 0.8% | 107K | -0.4% | |||
| 56 | — | ISHARES TR - OTR | — | $5.8M | 0.8% | 53K | +1% | |||
| 57 | $ACN | Accenture plc | Technology | $5.7M | 0.8% | 46K | +0.6% | |||
| 58 | — | ISHARES TR - OTR | — | $5.7M | 0.7% | 59K | +2% | |||
| 59 | — | SCHWAB STRATEGIC TR - OTR | — | $5.6M | 0.7% | 177K | +3% | |||
| 60 | $CAC | CAMDEN NATIONAL CORP | Financials | $5.2M | 0.7% | 96K | -0.0% | |||
| 61 | $MKC | MCCORMICK & CO INC | Consumer Staples | $4.8M | 0.6% | 95K | -5% | |||
| 62 | $AAPL | Apple Inc. | Technology | $4.5M | 0.6% | 15K | +5% | |||
| 63 | — | ISHARES TR - OTR | — | $3.9M | 0.5% | 51K | -3% | |||
| 64 | $SNA | Snap-on Inc | Industrials | $3.9M | 0.5% | 9,736 | -1% | |||
| 65 | — | SPDR SERIES TRUST - OTR | — | $3.6M | 0.5% | 30K | +13% | |||
| 66 | $TFC | TRUIST FINANCIAL CORP | Financials | $3.2M | 0.4% | 65K | -0.3% | |||
| 67 | $ABBV | AbbVie Inc. | Healthcare | $2.5M | 0.3% | 9,869 | +7% | |||
| 68 | — | ISHARES TR - OTR | — | $2.0M | 0.3% | 26K | -0.6% | |||
| 69 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.9M | 0.3% | 8,138 | +30% | |||
| 70 | $LLY | ELI LILLY & Co | Healthcare | $1.9M | 0.3% | 1,578 | +29% | |||
| 71 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.9M | 0.2% | 3,743 | -0.5% | |||
| 72 | $CAT | CATERPILLAR INC | Industrials | $1.7M | 0.2% | 1,565 | -2% | |||
| 73 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.6M | 0.2% | 12K | +23% | |||
| 74 | $HUBB | HUBBELL INC | Technology | $1.4M | 0.2% | 2,717 | -4% | |||
| 75 | — | ISHARES TR - OTR | — | $1.4M | 0.2% | 14K | New | |||
| 76 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.4M | 0.2% | 1,928 | -3% | |||
| 77 | $MU | MICRON TECHNOLOGY INC | Technology | $1.3M | 0.2% | 1,135 | -41% | |||
| 78 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.2% | 11K | -5% | |||
| 79 | $GLD | SPDR GOLD TRUST | Financials | $1.1M | 0.1% | 3,088 | +3% | |||
| 80 | — | VANGUARD WHITEHALL FDS - OTR | — | $1.0M | 0.1% | 11K | -0.6% | |||
| 81 | — | ISHARES TR - OTR | — | $997K | 0.1% | 9,598 | -1% | |||
| 82 | — | VANGUARD SPECIALIZED FUNDS - OTR | — | $989K | 0.1% | 4,179 | -7% | |||
| 83 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $967K | 0.1% | 2,928 | — | |||
| 84 | $SPY | SPDR S&P 500 ETF TRUST | — | $933K | 0.1% | 1,250 | -0.2% | |||
| 85 | $GOOG | Alphabet Inc. | Technology | $930K | 0.1% | 2,633 | +1.0% | |||
| 86 | — | ISHARES TR - OTR | — | $823K | 0.1% | 6,624 | +281% | |||
| 87 | $META | Meta Platforms, Inc. | Technology | $806K | 0.1% | 1,431 | +2% | |||
| 88 | $GE | GENERAL ELECTRIC CO | Industrials | $799K | 0.1% | 2,137 | +78% | |||
| 89 | — | VANGUARD INDEX FDS - OTR | — | $794K | 0.1% | 2,621 | — | |||
| 90 | — | ISHARES TR - OTR | — | $761K | 0.1% | 3,351 | -3% | |||
| 91 | $AXP | AMERICAN EXPRESS CO | Financials | $708K | 0.1% | 2,092 | +0.5% | |||
| 92 | — | VANGUARD MUN BD FDS - OTR | — | $708K | 0.1% | 14K | — | |||
| 93 | $PM | Philip Morris International Inc. | Consumer Staples | $708K | 0.1% | 3,911 | +18% | |||
| 94 | $KO | COCA COLA CO | Consumer Staples | $687K | 0.1% | 8,459 | +3% | |||
| 95 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $634K | 0.1% | 1,091 | New | |||
| 96 | $DELL | Dell Technologies Inc. | Technology | $605K | 0.1% | 1,403 | -24% | |||
| 97 | — | ISHARES TR - OTR | — | $593K | 0.1% | 1,390 | — | |||
| 98 | $MS | MORGAN STANLEY | Financials | $574K | 0.1% | 2,748 | -5% | |||
| 99 | $T | AT&T INC. | Communication Services | $563K | 0.1% | 27K | +0.5% | |||
| 100 | $RTX | RTX Corp | Industrials | $559K | 0.1% | 2,948 | +6% | |||
| 101 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $539K | 0.1% | 1,991 | +9% | |||
| 102 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $514K | 0.1% | 5,027 | +1% | |||
| 103 | $ADI | ANALOG DEVICES INC | Technology | $513K | 0.1% | 1,292 | — | |||
| 104 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $510K | 0.1% | 5,594 | -3% | |||
| 105 | $GEV | GE Vernova Inc. | Industrials | $506K | 0.1% | 431 | New | |||
| 106 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $506K | 0.1% | 1,799 | — | |||
| 107 | $CRH | CRH PUBLIC LTD CO | Materials | $502K | 0.1% | 4,692 | +15% | |||
| 108 | $FLEX | FLEX LTD. | Technology | $496K | 0.1% | 3,059 | -19% | |||
| 109 | $NXPI | NXP Semiconductors N.V. | Technology | $477K | 0.1% | 1,696 | +3% | |||
| 110 | $SO | SOUTHERN CO | Utilities | $473K | 0.1% | 4,944 | New | |||
| 111 | $URI | UNITED RENTALS, INC. | Industrials | $466K | 0.1% | 411 | -4% | |||
| 112 | — | VANGUARD INDEX FDS - OTR | — | $463K | 0.1% | 5,743 | New | |||
| 113 | $APH | AMPHENOL CORP /DE/ | Technology | $449K | 0.1% | 2,545 | -0.2% | |||
| 114 | $CMI | CUMMINS INC | Industrials | $446K | 0.1% | 626 | -4% | |||
| 115 | $DIS | Walt Disney Co | Communication Services | $431K | 0.1% | 4,476 | +13% | |||
| 116 | $GD | GENERAL DYNAMICS CORP | Industrials | $421K | 0.1% | 1,189 | -3% | |||
| 117 | $UNP | UNION PACIFIC CORP | Industrials | $418K | 0.1% | 1,536 | — | |||
| 118 | $COP | CONOCOPHILLIPS | Energy | $409K | 0.1% | 3,934 | +31% | |||
| 119 | — | VANECK ETF TRUST - OTR | — | $408K | 0.1% | 622 | -13% | |||
| 120 | $MPC | Marathon Petroleum Corp | Energy | $405K | 0.1% | 1,583 | -34% | |||
| 121 | $WM | WASTE MANAGEMENT INC | Utilities | $402K | 0.1% | 1,803 | +79% | |||
| 122 | — | ISHARES TR - OTR | — | $397K | 0.1% | 2,537 | -3% | |||
| 123 | $GS | GOLDMAN SACHS GROUP INC | Financials | $396K | 0.1% | 392 | -6% | |||
| 124 | $MCK | MCKESSON CORP | Consumer Staples | $389K | 0.1% | 515 | -3% | |||
| 125 | $CSCO | CISCO SYSTEMS, INC. | Technology | $389K | 0.1% | 3,310 | New | |||
| 126 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $365K | 0.1% | 4,418 | +6% | |||
| 127 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $364K | 0.1% | 9,042 | -1% | |||
| 128 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $363K | 0.1% | 516 | — | |||
| 129 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $360K | 0.1% | 2,850 | +20% | |||
| 130 | $UBER | Uber Technologies, Inc | Technology | $360K | 0.1% | 4,983 | +2% | |||
| 131 | $INTC | INTEL CORP | Technology | $358K | 0.1% | 2,565 | New | |||
| 132 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $358K | 0.1% | 1,785 | New | |||
| 133 | — | FIRST TR EXCHANGE-TRADED FD - OTR | — | $353K | 0.1% | 5,758 | -0.1% | |||
| 134 | $KGC | KINROSS GOLD CORP | Materials | $349K | 0.1% | 15K | -9% | |||
| 135 | $PFE | PFIZER INC | Healthcare | $346K | 0.1% | 14K | +20% | |||
| 136 | — | ISHARES TR - OTR | — | $338K | 0.0% | 3,496 | +12% | |||
| 137 | $CARR | CARRIER GLOBAL Corp | Industrials | $336K | 0.0% | 4,583 | New | |||
| 138 | — | ISHARES TR - OTR | — | $329K | 0.0% | 1,499 | +22% | |||
| 139 | $SYK | STRYKER CORP | Healthcare | $324K | 0.0% | 1,028 | New | |||
| 140 | $FANG | Diamondback Energy, Inc. | Energy | $320K | 0.0% | 1,821 | -4% | |||
| 141 | $FE | FIRSTENERGY CORP | Utilities | $318K | 0.0% | 6,696 | -4% | |||
| 142 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $309K | 0.0% | 3,372 | New | |||
| 143 | $AVGO | Broadcom Inc. | Technology | $307K | 0.0% | 813 | +3% | |||
| 144 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $307K | 0.0% | 1,392 | +34% | |||
| 145 | $YUM | YUM BRANDS INC | Consumer Discretionary | $301K | 0.0% | 1,885 | +7% | |||
| 146 | $COR | Cencora, Inc. | Consumer Staples | $300K | 0.0% | 1,061 | -18% | |||
| 147 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $300K | 0.0% | 722 | -6% | |||
| 148 | $D | DOMINION ENERGY, INC | Utilities | $293K | 0.0% | 4,297 | — | |||
| 149 | $AZN | ASTRAZENECA PLC | Healthcare | $293K | 0.0% | 1,544 | New | |||
| 150 | $FDX | FEDEX CORP | Industrials | $290K | 0.0% | 925 | +8% |
What changed in Q2 2026
Against the previous quarter's 13F: 26 new, 60 added to, 86 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
- ISHARES TR - OTR$1.4M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$634K
first bought this quarter
$GEVGE Vernova Inc.$506K
first bought this quarter
$SOSOUTHERN CO$473K
first bought this quarter
- VANGUARD INDEX FDS - OTR$463K
first bought this quarter
$CSCOCISCO SYSTEMS, INC.$389K
first bought this quarter
+20 more in the Excel export
Added to (60)
$ZTSZoetis Inc.+83%
now $9.6M · held 10+ qtrs, 3 adds in a row
$IAUISHARES GOLD TRUST+43%
now $9.6M · held 10+ qtrs
- ISHARES TR - OTR+4%
now $19.8M
$AMZNAMAZON COM INC+30%
now $1.9M · held 10+ qtrs, 5 adds in a row
$LLYELI LILLY & Co+29%
now $1.9M · held 10+ qtrs
- VANGUARD TAX-MANAGED FDS - OTR+2%
now $21.0M
+54 more in the Excel export
Trimmed (86)
now $22.1M · held 10+ qtrs, 2 trims in a row
$ADBEADOBE INC.-17%
now $8.8M · held 10+ qtrs
now $22.2M · held 10+ qtrs, 4 trims in a row
now $20.2M · held 10+ qtrs, 3 trims in a row
$MUMICRON TECHNOLOGY INC-41%
now $1.3M · held 8 qtrs, 3 trims in a row
now $14.6M · held 10+ qtrs, 2 trims in a row
+80 more in the Excel export
Holdings by quarter
Every 13F CAMDEN NATIONAL BANK has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow CAMDEN NATIONAL BANK?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CAMDEN NATIONAL BANK's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.5%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 8% over the last 4
Top 10 weight
25%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CAMDEN NATIONAL BANK disclosed 184 positions worth $767.5M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 2.9% of the equity portfolio, followed by $PWR. During the quarter the fund opened 26 new positions and exited 7 and a full exit from $HON. The portfolio is most concentrated in Other (19.6% of disclosed assets). All figures are sourced directly from CAMDEN NATIONAL BANK’s Form 13F-HR filing with the SEC under CIK 1697855.
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AI-Powered Hedge Fund Analysis: CAMDEN NATIONAL BANK
13F Pro is an AI hedge fund tracker and stock research platform. For CAMDEN NATIONAL BANK (SEC CIK: 1697855), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CAMDEN NATIONAL BANK's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.