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 Com (NVDA, 2.9%), Quanta Svcs Inc Com (PWR, 2.9%), Vanguard Tax-Managed Fds (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 Com	2.9%	2.8%	111,090	-5.2%	$22.2M
PWRQuanta Svcs Inc Com	2.9%	2.9%	30,691	-20.8%	$22.1M
VEAVanguard Tax-Managed Fds	2.7%	2.5%	294,267	+2.0%	$21.0M
GOOGLAlphabet Inc	2.6%	2.3%	56,468	-4.9%	$20.2M
SLQDIshares 0-5 Year Investmt	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 Whsl Corp New	2.1%	2.3%	17,072	-0.3%	$16.0M
LINLinde PLC	2.1%	2.1%	30,583	-2.7%	$15.9M
SHYiShs Lehman 1-3Tsy	2.0%	1.9%	183,465	+5.4%	$15.1M
CBChubb Limited Com	1.9%	1.9%	43,390	-1.8%	$14.8M
TJXTjx Cos Inc New Com	1.9%	2.2%	97,332	-2.5%	$14.7M
DEDeere & Co Com	1.9%	1.8%	23,063	-3.4%	$14.6M
IJRIshares Core S&p Small Cap ETF	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 Com Cl A	1.8%	1.7%	40,891	-2.8%	$14.0M
NEENextera Energy Inc Com	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 Com	1.5%	1.6%	80,379	+0.6%	$11.8M
MCDMcdonalds Corp Com	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 Inc Com	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 Instruments 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 Com	1.3%	1.5%	318,213	-1.2%	$10.2M
ZTSZoetis Inc	1.3%	1.2%	133,588	+82.8%	$9.6M
IAUIshares Gold Trust	1.2%	1.1%	126,913	+42.8%	$9.6M
DUKDuke Energy	1.2%	1.3%	73,855	+1.3%	$9.3M
TIPiShares TIPS Bond ETF	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 Com	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 Ny	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 Inc.	1.0%	1.0%	132,066	-0.2%	$7.6M
CVXChevron Corp New	1.0%	1.3%	45,693	-0.1%	$7.6M
IEIIshares	1.0%	1.0%	62,695	+3.8%	$7.4M
GPCGenuine Parts Co Com	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.

Added to

ZTS Zoetis Inc+82.8% shares
IAU Ishares Gold Trust+42.8% shares
SHY iShs Lehman 1-3Tsy+5.4% shares

Reduced

Left the top 50

ACN Accenture PLC Ireland Shs Class Awas 1.2%
ALC Alcon AGwas 1.0%

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: +5.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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 Com (NVDA) at 2.9%, Quanta Svcs Inc Com (PWR) at 2.9%, Vanguard Tax-Managed Fds (VEA) at 2.7%, Alphabet Inc (GOOGL) at 2.6% and Ishares 0-5 Year Investmt (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 Trust (IAU) (+42.8% shares) and iShs Lehman 1-3Tsy (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 Shs Class A (ACN), cut from its top 50 Alcon AG (ALC), Quanta Svcs Inc Com (PWR) (-20.8% shares), Adobe Inc (ADBE) (-16.9% shares) and Nvidia Corporation Com (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: +5.6% 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.