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Portfolio (Quarterly) Guide ↗

CAMDEN NATIONAL BANK

· CIK 0001697855
13F Portfolio $767M AUM 283 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 184 New
Page 3 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMXC ISHARES INC 84,257.0 $8.6M 1.12% NEW $102.30 -5.2%
42 BNDX VANGUARD CHARLOTTE FDS 174,449.0 $8.4M 1.10% NEW $48.43 -1.6%
43 XYL XYLEM INC Industrials 70,649.0 $8.4M 1.09% NEW $118.21 -4.0%
44 PEP PEPSICO INC Consumer Defensive 61,162.0 $8.3M 1.08% NEW $135.40 +4.9%
45 SPGI S&P GLOBAL INC Financial Services 19,918.0 $8.1M 1.06% NEW $407.26 +6.1%
46 PKG PACKAGING CORP AMER Consumer Cyclical 32,905.0 $7.8M 1.02% NEW $238.28 +4.7%
47 MDLZ MONDELEZ INTL INC Consumer Defensive 132,066.0 $7.6M 0.99% NEW $57.84 +10.9%
48 CVX CHEVRON CORPORATION Energy 45,693.0 $7.6M 0.99% NEW $165.76 +24.2%
49 IEI ISHARES TR 62,695.0 $7.4M 0.96% NEW $117.45 -0.8%
50 GPC GENUINE PARTS CO Consumer Cyclical 62,259.0 $7.3M 0.96% NEW $117.98 +12.7%
51 IVV ISHARES TR 9,279.0 $6.9M 0.91% NEW $748.89 +2.3%
52 EXPD EXPEDITORS INTL WASH INC Industrials 41,532.0 $6.8M 0.88% NEW $162.98 +14.4%
53 ALC ALCON AG Healthcare 99,640.0 $6.7M 0.87% NEW $67.10 +8.7%
54 OMC OMNICOMMONSTOCK GROUP INC Communication Services 89,367.0 $6.5M 0.85% NEW $72.83 +19.6%
55 USB US BANCORP Financial Services 107,259.0 $6.5M 0.84% NEW $60.40 +2.3%
56 LQD ISHARES TR 52,813.0 $5.8M 0.75% NEW $109.07 -2.8%
57 ACN ACCENTURE PLC IRELAND Technology 46,125.0 $5.7M 0.75% NEW $124.44 +45.7%
58 USMV ISHARES TR 58,985.0 $5.7M 0.74% NEW $96.46 +4.4%
59 SCHD SCHWAB STRATEGIC TR 176,598.0 $5.6M 0.73% NEW $31.71 +9.8%
60 CAC CAMDEN NATL CORP Financial Services 95,701.0 $5.2M 0.68% NEW $54.22 +4.2%
Page 3 of 10  ·  184 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 16.6%
Technology 16.0%
Healthcare 15.8%
Financial Services 14.4%
Consumer Cyclical 8.6%
Consumer Defensive 8.5%
Communication Services 6.6%
Utilities 4.1%
Energy 3.4%
Real Estate 3.2%