Camden National Bank Portfolio Stock Holdings

Camden National Bank disclosed 184 stock positions valued at approximately $767.5 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, QUANTA SVCS INC, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.

Report Period
June 30, 2026
No. of Stocks
184
Portfolio Value
$767.5M
Holdings by Sector
Camden National Bank Portfolio Holdings in Q2 2026

181 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology2.90%111,090-6,093-5.20%$22,227,998
QUANTA SVCS INCPWRIndustrials2.88%30,691-8,073-20.83%$22,098,748
VANGUARD TAX-MANAGED FDSVEAOther2.73%294,267+5,764+2.00%$20,966,524
ALPHABET INCGOOGLCommunication Services2.63%56,468-2,894-4.88%$20,179,970
ISHARES TRSLQDOther2.59%394,035+14,126+3.72%$19,847,543
JPMORGAN CHASE & COJPMFinancial Services2.46%57,663-591-1.01%$18,874,830
MICROSOFT CORPMSFTTechnology2.41%49,499+83+0.17%$18,464,117
JOHNSON & JOHNSONJNJHealthcare2.31%69,914-1,332-1.87%$17,756,059
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive2.08%17,072-49-0.29%$15,970,344
LINDE PLCLINOther2.07%30,583-849-2.70%$15,870,742
ISHARES TRSHYOther1.96%183,465+9,387+5.39%$15,064,311
CHUBB LIMITEDCBFinancial Services1.93%43,390-815-1.84%$14,784,709
TJX COS INC NEWTJXConsumer Cyclical1.92%97,332-2,477-2.48%$14,745,799
DEERE & CODEIndustrials1.91%23,063-817-3.42%$14,629,553
ISHARES TRIJROther1.90%98,561+2,465+2.57%$14,617,582
MERCK & CO INCMRKHealthcare1.89%113,039+532+0.47%$14,525,512
VISA INCVFinancial Services1.83%40,891-1,180-2.80%$14,029,293
NEXTERA ENERGY INCNEEUtilities1.82%159,465-1,287-0.80%$13,996,243
L3HARRIS TECHNOLOGIES INCLHXIndustrials1.71%45,220-957-2.07%$13,140,479
REPUBLIC SVCS INCRSGIndustrials1.70%61,307-866-1.39%$13,063,296
PROCTER & GAMBLE COPGConsumer Defensive1.54%80,379+467+0.58%$11,786,777
MCDONALDS CORPMCDConsumer Cyclical1.48%42,022-43-0.10%$11,358,967
T-MOBILE US INCTMUSCommunication Services1.47%67,337-439-0.65%$11,294,435
AUTOMATIC DATA PROCESSING INADPTechnology1.46%49,986+549+1.11%$11,194,364
NOVARTIS AGNVSHealthcare1.44%70,745+534+0.76%$11,087,156
THERMO FISHER SCIENTIFIC INCTMOHealthcare1.44%22,101+36+0.16%$11,080,557
TEXAS INSTRS INCTXNTechnology1.43%36,766-667-1.78%$10,958,842
PUBLIC STORAGEPSAReal Estate1.41%33,910-184-0.54%$10,793,892
ORACLE CORPORCLTechnology1.36%71,335-236-0.33%$10,454,144
VERTEX PHARMACEUTICALS INCVRTXHealthcare1.35%20,831-76-0.36%$10,347,383
KINDER MORGAN INC DELKMIEnergy1.33%318,213-3,922-1.22%$10,173,270
ZOETIS INCZTSHealthcare1.25%133,588+60,506+82.79%$9,599,633
ISHARES GOLD TRIAUOther1.25%126,913+38,041+42.80%$9,583,201
DUKE ENERGY CORP NEWDUKUtilities1.22%73,855+929+1.27%$9,348,566
ISHARES TRTIPOther1.19%83,138+3,011+3.76%$9,097,791
PROLOGIS INC.PLDReal Estate1.18%66,742-633-0.94%$9,041,539
CHECK POINT SOFTWARE TECH LTCHKPOther1.16%67,963-1,029-1.49%$8,932,377
MEDTRONIC PLCMDTOther1.15%112,904-3,208-2.76%$8,832,480
ADOBE INCADBETechnology1.15%42,973-8,719-16.87%$8,810,324
HOME DEPOT INCHDConsumer Cyclical1.14%24,722-516-2.04%$8,718,955
ISHARES INCEMXCOther1.12%84,257+3,564+4.42%$8,619,491
VANGUARD CHARLOTTE FDSBNDXOther1.10%174,449-1,064-0.61%$8,448,565
XYLEM INCXYLIndustrials1.09%70,649-744-1.04%$8,351,419
PEPSICO INCPEPConsumer Defensive1.08%61,162+1,014+1.69%$8,281,335
S&P GLOBAL INCSPGIFinancial Services1.06%19,918+352+1.80%$8,111,804
PACKAGING CORP AMERPKGConsumer Cyclical1.02%32,905-400-1.20%$7,840,603
MONDELEZ INTL INCMDLZConsumer Defensive1.00%132,066-235-0.18%$7,638,697
CHEVRON CORPORATIONCVXEnergy0.99%45,693-53-0.12%$7,574,072
ISHARES TRIEIOther0.96%62,695+2,274+3.76%$7,363,528
GENUINE PARTS COGPCConsumer Cyclical0.96%62,259-470-0.75%$7,345,317
ISHARES TRIVVOther0.91%9,279+151+1.65%$6,948,950
EXPEDITORS INTL WASH INCEXPDIndustrials0.88%41,532-731-1.73%$6,768,886
ALCON AGALCOther0.87%99,640-2,976-2.90%$6,685,844
OMNICOMMONSTOCK GROUP INCOMCCommunication Services0.85%89,367-1,875-2.05%$6,508,599
US BANCORPUSBFinancial Services0.84%107,259-474-0.44%$6,478,444
ISHARES TRLQDOther0.75%52,813+598+1.15%$5,760,314
ACCENTURE PLC IRELANDACNTechnology0.75%46,125+290+0.63%$5,739,795
ISHARES TRUSMVOther0.74%58,985+1,207+2.09%$5,689,693
SCHWAB STRATEGIC TRSCHDOther0.73%176,598+5,017+2.92%$5,599,923
CAMDEN NATL CORPCACFinancial Services0.68%95,701-26-0.03%$5,188,908
MCCORMICK & CO INCMKCConsumer Defensive0.62%94,748-4,991-5.00%$4,777,194
APPLE INCAAPLTechnology0.58%15,448+759+5.17%$4,470,033
ISHARES TRIJHOther0.51%50,871-1,704-3.24%$3,922,663
SNAP ON INCSNAIndustrials0.51%9,736-106-1.08%$3,917,766
SPDR SERIES TRUSTSPYGOther0.47%30,054+3,366+12.61%$3,576,125
TRUIST FINL CORPTFCFinancial Services0.42%64,645-164-0.25%$3,220,614
ABBVIE INCABBVHealthcare0.32%9,869+617+6.67%$2,483,435
ISHARES TRDGROOther0.26%26,139-165-0.63%$1,981,075
AMAZON COMMONSTOCK INCAMZNConsumer Cyclical0.25%8,138+1,866+29.75%$1,939,611
ELI LILLY & COLLYHealthcare0.25%1,578+353+28.82%$1,892,700
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.24%3,743-20-0.53%$1,872,960
CATERPILLAR INCCATIndustrials0.22%1,565-32-2.00%$1,666,569
EXXON MOBIL CORPXOMEnergy0.21%11,620+2,187+23.18%$1,588,686
HUBBELL INCHUBBIndustrials0.19%2,717-122-4.30%$1,421,534
ISHARES TRSTIPOther0.18%13,823+13,823+100.00%$1,412,158
APPLIED MATLS INCAMATTechnology0.18%1,928-52-2.63%$1,393,944
MICRON TECHNOLOGY INCMUTechnology0.17%1,135-774-40.54%$1,310,119
WALMART INCWMTConsumer Defensive0.16%11,036-625-5.36%$1,249,937
SPDR GOLD TRGLDOther0.15%3,088+85+2.83%$1,137,557
VANGUARD WHITEHALL FDSVYMIOther0.14%10,554-67-0.63%$1,036,403
ISHARES TREFAOther0.13%9,598-98-1.01%$997,040
VANGUARD SPECIALIZED FUNDSVIGOther0.13%4,179-334-7.40%$988,835
TRAVELERS COMMONSTOCKPANIES INCTRVFinancial Services0.13%2,928--$966,591
STATE STR SPDR S&P 500 ETF TSPYOther0.12%1,250-3-0.24%$933,463
ALPHABET INCGOOGCommunication Services0.12%2,633+25+0.96%$930,318
ISHARES TRIWFOther0.11%6,624+4,887+281.35%$822,502
META PLATFORMS INCMETACommunication Services0.11%1,431+26+1.85%$806,068
GE AEROSPACEGEIndustrials0.10%2,137+935+77.79%$798,661
VANGUARD INDEX FDSVBOther0.10%2,621--$794,478
ISHARES TRIVEOther0.10%3,351-116-3.35%$760,878
AMERICAN EXPRESS COAXPFinancial Services0.09%2,092+11+0.53%$707,620
VANGUARD MUN BD FDSVTEBOther0.09%13,989--$707,564
PHILIP MORRIS INTL INCPMConsumer Defensive0.09%3,911+603+18.23%$707,539
COCA COLA COKOConsumer Defensive0.09%8,459+284+3.47%$687,463
ADVANCED MICRO DEVICES INCAMDTechnology0.08%1,091+1,091+100.00%$633,773
DELL TECHNOLOGIES INCDELLTechnology0.08%1,403-441-23.92%$605,338
ISHARES TRIWVOther0.08%1,390--$592,696
MORGAN STANLEYMSFinancial Services0.07%2,748-136-4.72%$574,442
AT&T INCTCommunication Services0.07%27,178+135+0.50%$562,585
ILLINOIS TOOL WKS INCITWIndustrials0.07%1,991+170+9.34%$538,506