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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 5 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EFA ISHARES TR 9,598.0 $997K 0.13% NEW $103.88 +4.1%
82 VIG VANGUARD SPECIALIZED FUNDS 4,179.0 $989K 0.13% NEW $236.62 +3.0%
83 TRV TRAVELERS COMMONSTOCKPANIES INC Financial Services 2,928.0 $967K 0.13% NEW $330.12 +11.1%
84 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,250.0 $933K 0.12% NEW $746.77 +2.5%
85 GOOG ALPHABET INC Communication Services 2,633.0 $930K 0.12% NEW $353.33 -4.0%
86 IWF ISHARES TR 6,624.0 $823K 0.11% NEW $124.17 -1.6%
87 META META PLATFORMS INC Communication Services 1,431.0 $806K 0.10% NEW $563.29 -2.6%
88 GE GE AEROSPACE Industrials 2,137.0 $799K 0.10% NEW $373.73 -6.7%
89 VB VANGUARD INDEX FDS 2,621.0 $794K 0.10% NEW $303.12 +0.4%
90 IVE ISHARES TR 3,351.0 $761K 0.10% NEW $227.06 +4.4%
91 AXP AMERICAN EXPRESS CO Financial Services 2,092.0 $708K 0.09% NEW $338.25 -0.7%
92 VTEB VANGUARD MUN BD FDS 13,989.0 $708K 0.09% NEW $50.58 -2.1%
93 PM PHILIP MORRIS INTL INC Consumer Defensive 3,911.0 $708K 0.09% NEW $180.91 +5.0%
94 KO COCA COLA CO Consumer Defensive 8,459.0 $687K 0.09% NEW $81.27 +11.6%
95 AMD ADVANCED MICRO DEVICES INC Technology 1,091.0 $634K 0.08% NEW $580.91 -18.7%
96 DELL DELL TECHNOLOGIES INC Technology 1,403.0 $605K 0.08% NEW $431.46 +1.5%
97 IWV ISHARES TR 1,390.0 $593K 0.08% NEW $426.40 +2.3%
98 MS MORGAN STANLEY Financial Services 2,748.0 $574K 0.07% NEW $209.04 +1.2%
99 T AT&T INC Communication Services 27,178.0 $563K 0.07% NEW $20.70 +22.4%
100 RTX CORPORATION 2,948.0 $559K 0.07% NEW $189.73
Page 5 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%