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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 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FE FIRSTENERGY CORP Utilities 6,696.0 $318K 0.04% NEW $47.54 -0.8%
142 CL COLGATE PALMOLIVE CO Consumer Defensive 3,372.0 $309K 0.04% NEW $91.68 -2.2%
143 AVGO BROADCOMMONSTOCK INC Technology 813.0 $307K 0.04% NEW $377.75 -3.6%
144 LOW LOWES COS INC Consumer Cyclical 1,392.0 $307K 0.04% NEW $220.49 -1.4%
145 YUM YUM BRANDS INC Consumer Cyclical 1,885.0 $301K 0.04% NEW $159.86 -4.7%
146 CENCORA INC 1,061.0 $300K 0.04% NEW $282.98
147 UNH UNITEDHEALTH GROUP INC Healthcare 722.0 $300K 0.04% NEW $415.63 -7.4%
148 D DOMINION ENERGY INC Utilities 4,297.0 $293K 0.04% NEW $68.29 -1.2%
149 AZN ASTRAZENECA PLC Healthcare 1,544.0 $293K 0.04% NEW $189.62 -13.3%
150 FDX FEDEX CORP Industrials 925.0 $290K 0.04% NEW $313.13 +4.1%
151 VWO VANGUARD INTL EQUITY INDEX F 4,771.0 $285K 0.04% NEW $59.69 +0.6%
152 DGX QUEST DIAGNOSTICS INC Healthcare 1,333.0 $283K 0.04% NEW $211.95 +13.8%
153 UAL UNITED AIRLS HLDGS INC Industrials 2,076.0 $282K 0.04% NEW $135.99 -17.9%
154 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,786.0 $280K 0.04% NEW $17.73 -4.1%
155 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,167.0 $267K 0.04% NEW $123.11 +28.8%
156 LPLA LPL FINL HLDGS INC Financial Services 945.0 $266K 0.04% NEW $281.68 +25.7%
157 XLK SELECT SECTOR SPDR TR 1,394.0 $266K 0.04% NEW $190.52 -3.9%
158 STT STATE STR CORP Financial Services 1,563.0 $265K 0.04% NEW $169.60 +7.9%
159 BHB BAR HBR BANKSHARES Financial Services 6,925.0 $261K 0.03% NEW $37.76 +4.3%
160 SYY SYSCO CORP Consumer Defensive 3,087.0 $258K 0.03% NEW $83.58 -0.6%
Page 8 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%