Q2 2026 13F · SEC CIK 1697855

Camden National Bank

Bank & trustFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $767.5M
Reported positions: 184
Top holdings a year, 3 yrs: +11.5%
Average holding period: 5.8 yrs

Camden National Bank is a bank & trust that reported 184 positions worth $767.5M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Nvidia Corporation (NVDA, 2.9%), Quanta Svcs Inc (PWR, 2.9%), Vanguard Ftse Developed Markets Index Fu (VEA, 2.7%). A portfolio copying its top holdings returned 11.5% a year over the last 3 years, against 20.4% for the S&P 500.

Camden National Bank holdings largest 50 of 184 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Camden National Bank 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	2.9%	2.8%	111,090	-5.2%	$22.2M
PWRQuanta Svcs Inc	2.9%	2.9%	30,691	-20.8%	$22.1M
VEAVanguard Ftse Developed Markets Index Fu	2.7%	2.5%	294,267	+2.0%	$21.0M
GOOGLAlphabet Inc	2.6%	2.3%	56,468	-4.9%	$20.2M
SLQDIshares Tr	2.6%	2.6%	394,035	+3.7%	$19.8M
JPMJpmorgan Chase & Co	2.5%	2.3%	57,663	-1.0%	$18.9M
MSFTMicrosoft Corp	2.4%	2.5%	49,499	+0.2%	$18.5M
JNJJohnson & Johnson	2.3%	2.4%	69,914	-1.9%	$17.8M
COSTCostco Wholesale Corporation	2.1%	2.3%	17,072	-0.3%	$16.0M
LINLinde PLC	2.1%	2.1%	30,583	-2.7%	$15.9M
SHYIshares Tr	2.0%	1.9%	183,465	+5.4%	$15.1M
CBChubb Limited	1.9%	1.9%	43,390	-1.8%	$14.8M
TJXTjx Cos Inc New	1.9%	2.2%	97,332	-2.5%	$14.7M
DEDeere & Co	1.9%	1.8%	23,063	-3.4%	$14.6M
IJRIshares Tr	1.9%	1.6%	98,561	+2.6%	$14.6M
MRKMerck & Co Inc	1.9%	1.8%	113,039	+0.5%	$14.5M
VVisa Inc	1.8%	1.7%	40,891	-2.8%	$14.0M
NEENextera Energy Inc	1.8%	2.0%	159,465	-0.8%	$14.0M
LHXL3harris Technologies Inc	1.7%	2.2%	45,220	-2.1%	$13.1M
RSGRepublic Svcs Inc	1.7%	1.8%	61,307	-1.4%	$13.1M
PGProcter & Gamble Co	1.5%	1.6%	80,379	+0.6%	$11.8M
MCDMcdonalds Corp	1.5%	1.8%	42,022	-0.1%	$11.4M
TMUST-Mobile US Inc	1.5%	1.9%	67,337	-0.6%	$11.3M
ADPAutomatic Data Processing in	1.5%	1.4%	49,986	+1.1%	$11.2M
NVSNovartis AG	1.4%	1.5%	70,745	+0.8%	$11.1M
TMOThermo Fisher Scientific Inc	1.4%	1.5%	22,101	+0.2%	$11.1M
TXNTexas Instrs Inc	1.4%	1.0%	36,766	-1.8%	$11.0M
PSAPublic Storage	1.4%	1.2%	33,910	-0.5%	$10.8M
ORCLOracle Corp	1.4%	1.4%	71,335	-0.3%	$10.5M
VRTXVertex Pharmaceuticals Inc	1.3%	1.3%	20,831	-0.4%	$10.3M
KMIKinder Morgan Inc Del	1.3%	1.5%	318,213	-1.2%	$10.2M
ZTSZoetis Inc	1.3%	1.2%	133,588	+82.8%	$9.6M
IAUIshares Gold Tr	1.2%	1.1%	126,913	+42.8%	$9.6M
DUKDuke Energy Corp New	1.2%	1.3%	73,855	+1.3%	$9.3M
TIPIshares Tr	1.2%	1.2%	83,138	+3.8%	$9.1M
PLDPrologis Inc	1.2%	1.2%	66,742	-0.9%	$9.0M
CHKPCheck Point Software Tech Lt	1.2%	1.3%	67,963	-1.5%	$8.9M
MDTMedtronic PLC	1.2%	1.4%	112,904	-2.8%	$8.8M
ADBEAdobe Inc	1.1%	1.7%	42,973	-16.9%	$8.8M
HDHome Depot Inc	1.1%	1.1%	24,722	-2.0%	$8.7M
EMXCIshares Inc	1.1%	—	84,257	—	$8.6M
BNDXVanguard Charlotte Fds	1.1%	1.1%	174,449	-0.6%	$8.4M
XYLXylem Inc	1.1%	1.2%	70,649	-1.0%	$8.4M
PEPPepsico Inc	1.1%	1.3%	61,162	+1.7%	$8.3M
SPGIS&p Global Inc	1.1%	1.1%	19,918	+1.8%	$8.1M
PKGPackaging Corp Amer	1.0%	1.0%	32,905	-1.2%	$7.8M
MDLZMondelez International	1.0%	1.0%	132,066	-0.2%	$7.6M
CVXChevron Corporation	1.0%	1.3%	45,693	-0.1%	$7.6M
IEIIshares Tr	1.0%	1.0%	62,695	+3.8%	$7.4M
GPCGenuine Parts Co	1.0%	—	62,259	—	$7.3M

What Camden National Bank bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.3% /yr; S&P 500 +20.1%
3 years: +11.5% /yr; S&P 500 +20.4%
5 years: +5.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$767.5M	184
Q1 2026	$739.3M	164
Q4 2025	$727.4M	169
Q3 2025	$714.7M	164
Q2 2025	$693.7M	166
Q1 2025	$673.1M	162
Q4 2024	$668.2M	164
Q3 2024	$697.9M	168
Q2 2024	$647.9M	133
Q1 2024	$566.5M	122
Q4 2023	$537.3M	121
Q3 2023	$487.2M	117

Questions about Camden National Bank's portfolio

What stocks does Camden National Bank own?

Camden National Bank's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 184 positions worth $767.5M. The largest are Nvidia Corporation (NVDA) at 2.9%, Quanta Svcs Inc (PWR) at 2.9%, Vanguard Ftse Developed Markets Index Fu (VEA) at 2.7%, Alphabet Inc (GOOGL) at 2.6% and Ishares Tr (SLQD) at 2.6%.

What did Camden National Bank buy last quarter?

In Q2 2026, Camden National Bank added Zoetis Inc (ZTS) (+82.8% shares), Ishares Gold Tr (IAU) (+42.8% shares) and Ishares Tr (SHY) (+5.4% shares), compared with its Q1 2026 filing.

What did Camden National Bank sell last quarter?

In Q2 2026, Camden National Bank cut from its top 50 Accenture PLC Ireland (ACN), cut from its top 50 Alcon Inc (ALC), Quanta Svcs Inc (PWR) (-20.8% shares), Adobe Inc (ADBE) (-16.9% shares) and Nvidia Corporation (NVDA) (-5.2% shares), compared with its Q1 2026 filing.

How has Camden National Bank's portfolio performed?

A portfolio copying Camden National Bank's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +6.3% against +20.1%. Over 5 years: +5.9% a year against +11.6%.

When is Camden National Bank's next 13F filing due?

13F filings are due 45 days after each quarter ends. Camden National Bank's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.