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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 4 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MKC MCCORMICK & CO INC Consumer Defensive 94,748.0 $4.8M 0.62% NEW $50.42 +9.9%
62 AAPL APPLE INC Technology 15,448.0 $4.5M 0.58% NEW $289.36 +6.5%
63 IJH ISHARES TR 50,871.0 $3.9M 0.51% NEW $77.11 -0.4%
64 SNA SNAP ON INC Industrials 9,736.0 $3.9M 0.51% NEW $402.40 -2.1%
65 SPYG SPDR SERIES TRUST 30,054.0 $3.6M 0.47% NEW $118.99 +1.0%
66 TFC TRUIST FINL CORP Financial Services 64,645.0 $3.2M 0.42% NEW $49.82 +1.9%
67 ABBV ABBVIE INC Healthcare 9,869.0 $2.5M 0.32% NEW $251.64 +4.9%
68 DGRO ISHARES TR 26,139.0 $2.0M 0.26% NEW $75.79 +5.1%
69 AMZN AMAZON COMMONSTOCK INC Consumer Cyclical 8,138.0 $1.9M 0.25% NEW $238.34 +8.2%
70 LLY ELI LILLY & CO Healthcare 1,578.0 $1.9M 0.25% NEW $1199.43 +4.2%
71 BERKSHIRE HATHAWAY INC DEL 3,743.0 $1.9M 0.24% NEW $500.39
72 CAT CATERPILLAR INC Industrials 1,565.0 $1.7M 0.22% NEW $1064.90 -22.5%
73 XOM EXXON MOBIL CORP Energy 11,620.0 $1.6M 0.21% NEW $136.72 +22.1%
74 HUBB HUBBELL INC Industrials 2,717.0 $1.4M 0.18% NEW $523.20 -9.0%
75 STIP ISHARES TR 13,823.0 $1.4M 0.18% NEW $102.16 -1.2%
76 AMAT APPLIED MATLS INC Technology 1,928.0 $1.4M 0.18% NEW $723.00 -31.9%
77 MU MICRON TECHNOLOGY INC Technology 1,135.0 $1.3M 0.17% NEW $1154.29 -15.2%
78 WMT WALMART INC Consumer Defensive 11,036.0 $1.2M 0.16% NEW $113.26 -8.7%
79 GLD SPDR GOLD TR Financial Services 3,088.0 $1.1M 0.15% NEW $368.38 +14.1%
80 VYMI VANGUARD WHITEHALL FDS 10,554.0 $1.0M 0.14% NEW $98.20 +7.2%
Page 4 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%