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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 7 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WM WASTE MGMT INC DEL Industrials 1,803.0 $402K 0.05% NEW $222.88 +0.9%
122 DVY ISHARES TR 2,537.0 $397K 0.05% NEW $156.30 +5.2%
123 GS GOLDMAN SACHS GROUP INC Financial Services 392.0 $396K 0.05% NEW $1011.37 -0.9%
124 MCK MCKESSON CORP Healthcare 515.0 $389K 0.05% NEW $755.60 +11.0%
125 CSCO CISCO SYS INC Technology 3,310.0 $389K 0.05% NEW $117.46 -6.7%
126 WFC WELLS FARGO & CO Financial Services 4,418.0 $365K 0.05% NEW $82.64 +1.3%
127 CEF SPROTT ASSET MANAGEMENT LP Financial Services 9,042.0 $364K 0.05% NEW $40.23 +15.1%
128 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 516.0 $363K 0.05% NEW $703.34 -1.0%
129 GILD GILEAD SCIENCES INC Healthcare 2,850.0 $360K 0.05% NEW $126.34 +13.5%
130 UBER UBER TECHNOLOGIES INC Technology 4,983.0 $360K 0.05% NEW $72.16 +8.9%
131 INTC INTEL CORP Technology 2,565.0 $358K 0.05% NEW $139.63 -34.0%
132 COF CAPITAL ONE FINL CORP Financial Services 1,785.0 $358K 0.05% NEW $200.62 +5.9%
133 QCLN FIRST TR EXCHANGE-TRADED FD 5,758.0 $353K 0.05% NEW $61.32 -18.7%
134 KGC KINROSS GOLD CORP Basic Materials 14,786.0 $349K 0.05% NEW $23.62 +33.1%
135 PFE PFIZER INC Healthcare 14,370.0 $346K 0.04% NEW $24.08 +15.5%
136 IEFA ISHARES TR 3,496.0 $338K 0.04% NEW $96.58 +3.5%
137 CARR CARRIER GLOBAL CORPORATION Industrials 4,583.0 $336K 0.04% NEW $73.35 -18.0%
138 QUAL ISHARES TR 1,499.0 $329K 0.04% NEW $219.43 +1.3%
139 SYK STRYKER CORPORATION Healthcare 1,028.0 $324K 0.04% NEW $314.84 +4.1%
140 FANG DIAMONDBACK ENERGY INC Energy 1,821.0 $320K 0.04% NEW $175.78 +20.0%
Page 7 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%