StockDriftsStockDriftsTop 50 Camden National Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.9% | 111.1K | $22.2M | -5.20%(-6.09K) | $24.93(+784.24%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 2.88% | 30.7K | $22.1M | -20.83%(-8.07K) | $159.18(+321.37%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.73% | 294.3K | $21.0M | +2.00%(+5.76K) | $51.18(+42.59%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.63% | 56.5K | $20.2M | -4.88%(-2.89K) | $156.55(+124.50%) | 2026-06-30 | |
| SLQD | ISHARES TR | 2.59% | 394.0K | $19.8M | +3.72%(+14.13K) | $51.17(-2.11%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.46% | 57.7K | $18.9M | -1.01%(-591) | $127.70(+183.07%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.41% | 49.5K | $18.5M | +0.17%(+83) | $110.23(+356.09%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.31% | 69.9K | $17.8M | -1.87%(-1.33K) | $126.14(+108.24%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.08% | 17.1K | $16.0M | -0.29%(-49) | $374.36(+154.54%) | 2026-06-30 | |
| LIN | LINDE PLC | 2.07% | 30.6K | $15.9M | -2.70%(-849) | $189.28(+161.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.03% | +36.87% | +6.75% | +38.61% |
| Top 20 Holdings Unweighted | +11.36% | +38.10% | +6.83% | +39.15% |
Camden National Bank reports $767.48M in US-listed equity holdings across 184 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (2.9%), PWR (2.9%) and VEA (2.7%). The top 20 holdings account for 43.63% of reported assets. Its disclosed equity book has returned +36.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Camden National Bank’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697855). View Camden National Bank’s 13F filings on SEC