StockDriftsStockDriftsTop 50 Camden National Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SVCS INC | 2.88% | 38.8K | $21.3M | -4.48%(-1.82K) | $159.18(+386.06%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.76% | 117.2K | $20.4M | -1.40%(-1.66K) | $24.93(+805.77%) | 2026-03-31 | |
| SLQD | ISHARES TR | 2.59% | 379.9K | $19.2M | +7.51%(+26.55K) | $51.20(-1.66%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.5% | 288.5K | $18.5M | +5.01%(+13.76K) | $50.88(+38.83%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.47% | 49.4K | $18.3M | -0.24%(-119) | $109.80(+269.03%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.36% | 71.2K | $17.4M | -2.42%(-1.77K) | $126.14(+82.68%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.32% | 58.3K | $17.1M | -1.80%(-1.07K) | $127.70(+135.12%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.31% | 59.4K | $17.1M | -2.14%(-1.30K) | $156.55(+157.18%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.31% | 17.1K | $17.1M | -0.15%(-26) | $374.36(+175.96%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 2.16% | 99.8K | $15.9M | -0.65%(-653) | $32.52(+352.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.87% | +40.02% |
| Top 20 Holdings Unweighted | +12.46% | +42.22% |
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