CAMDEN NATIONAL BANK

Other Low signal CIK 1697855
League rank
#1667
in Other · #6949 overall
Long book
$739.3M
Q1 2026
Positions
164
Top-10 weight
25%
concentration
Last quarter
+5.8%
SPY +14.8%
Turnover
10%
of book per quarter

Strategy in plain words

auto-generated from filings

CAMDEN NATIONAL BANK is an institutional manager, running a $739.3M US long book across 164 positions.

The portfolio is broadly diversified across 164 positions (top 10 only 25%). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: QUANTA SERVICES INC, NVIDIA CORP, ISHARES 0-5 YR INV GRD CORP, VANGUARD FTSE DEVELOPED ETF, MICROSOFT CORP.

Over the last 9 quarters its long book ran on average 2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+0.9%
Q2 2024
+8.0%
Q3 2024
-4.1%
Q4 2024
+1.5%
Q1 2025
+4.1%
Q2 2025
+4.6%
Q3 2025
+0.8%
Q4 2025
+0.8%
Q1 2026
+5.8%

Sector allocation

Technology
22%
Healthcare
13%
Consumer discretionary
12%
Industrials
11%
Financials
9%
Utilities
9%
Other
7%
Services media
7%

Long book by quarter

$566.5M
Q1 2024
$647.9M
Q2 2024
$697.9M
Q3 2024
$668.2M
Q4 2024
$673.1M
Q1 2025
$693.7M
Q2 2025
$714.7M
Q3 2025
$727.4M
Q4 2025
$739.3M
Q1 2026

What does CAMDEN NATIONAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
PWR QUANTA SERVICES INCIndustrials38.8K$21.3M2.9%-4.5%
NVDA NVIDIA CORPTechnology117.2K$20.4M2.8%-1.4%
MSFT MICROSOFT CORPTechnology49.4K$18.3M2.5%-0.2%
JNJ JOHNSON & JOHNSONHealthcare71.2K$17.4M2.4%-2.4%
JPM JPMORGAN CHASE & COFinancials58.3K$17.1M2.3%-1.8%
GOOGL ALPHABET INC-CL ATechnology59.4K$17.1M2.3%-2.1%
COST COSTCO WHOLESALE CORPConsumer discretionary17.1K$17.1M2.3%-0.2%
TJX TJX COMPANIES INCConsumer discretionary99.8K$15.9M2.2%-0.6%
LHX L3HARRIS TECHNOLOGIES INCTechnology46.2K$15.9M2.2%-1.2%
LIN LINDE PLCMaterials31.4K$15.6M2.1%-0.9%
NEE NEXTERA ENERGY INCUtilities160.8K$14.9M2.0%-1.2%
CB CHUBB LTDFinancials44.2K$14.4M1.9%-0.8%
TMUS T-MOBILE US INCCommunications67.8K$14.2M1.9%+0.2%
RSG REPUBLIC SERVICES INCUtilities62.2K$13.6M1.8%0.0%
MRK MERCK & CO. INC.Healthcare112.5K$13.5M1.8%-1.1%
DE DEERE & COIndustrials23.9K$13.5M1.8%-1.1%
MCD MCDONALD'S CORPConsumer discretionary42.1K$13.1M1.8%-1.4%
V VISA INC-CLASS A SHARESServices media42.1K$12.7M1.7%-1.2%
ADBE ADOBE INCTechnology51.7K$12.6M1.7%+46.2%
PG PROCTER & GAMBLE CO/THEOther79.9K$11.5M1.6%+0.4%
TMO THERMO FISHER SCIENTIFIC INCOther22.1K$10.8M1.5%-0.5%
KMI KINDER MORGAN INCUtilities322.1K$10.8M1.5%-1.0%
ORCL ORACLE CORPTechnology71.6K$10.5M1.4%+0.4%
MDT MEDTRONIC PLCHealthcare116.1K$10.1M1.4%-2.7%
ADP AUTOMATIC DATA PROCESSINGTechnology49.4K$10.0M1.4%+2718.5%
CPW CHECK POINT SOFTWARE TECH69.0K$9.9M1.3%+21.4%
DUK DUKE ENERGY CORPUtilities72.9K$9.5M1.3%+0.1%
CVX CHEVRON CORPEnergy45.7K$9.5M1.3%+1.1%
PEP PEPSICO INCConsumer staples60.1K$9.3M1.3%+0.1%
VRTX VERTEX PHARMACEUTICALS INCHealthcare20.9K$9.3M1.3%-0.3%
ACN ACCENTURE PLC-CL AServices media45.8K$9.1M1.2%+0.5%
ZTS ZOETIS INCHealthcare73.1K$8.6M1.2%+2.8%
XYL XYLEM INCIndustrials71.4K$8.5M1.2%-0.9%
SPGI S&P GLOBAL INCServices media19.6K$8.3M1.1%+32.1%
HD HOME DEPOT INCConsumer discretionary25.2K$8.3M1.1%0.0%
ALC ALCON INCHealthcare102.6K$7.7M1.0%-0.5%
MDLZ MONDELEZ INTERNATIONAL INC-AConsumer staples132.3K$7.6M1.0%+0.4%
TXN TEXAS INSTRUMENTS INCTechnology37.4K$7.3M1.0%-0.7%
PKG PACKAGING CORP OF AMERICAOther33.3K$7.1M1.0%-1.3%
OMC OMNICOM GROUPServices media91.2K$6.9M0.9%-0.2%
GPC GENUINE PARTS COConsumer discretionary62.7K$6.6M0.9%-1.8%
EXPD EXPEDITORS INTL WASH INCIndustrials42.3K$6.1M0.8%-0.6%
USB US BANCORPFinancials107.7K$5.6M0.8%-0.6%
MKC MCCORMICK & CO-NON VTG SHRSConsumer staples99.7K$5.0M0.7%-5.1%
CAC CAMDEN NATIONAL CORPFinancials95.7K$4.5M0.6%-0.9%
AAPL APPLE INCTechnology14.7K$3.7M0.5%-1.8%
SNA SNAP-ON INCIndustrials9.8K$3.6M0.5%-0.3%
TFC TRUIST FINANCIAL CORPFinancials64.8K$3.0M0.4%0.0%
ABBV ABBVIE INCHealthcare9.3K$2.0M0.3%-2.1%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials3.8K$1.8M0.2%-1.3%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 4, 2026257$739.3M canonicalSEC ↗
Q4 202513F-HRFeb 10, 2026270$727.4M canonicalSEC ↗
Q3 202513F-HRNov 6, 2025261$714.7M canonicalSEC ↗
Q2 202513F-HRAug 12, 2025262$693.7M canonicalSEC ↗
Q1 202513F-HRMay 13, 2025253$673.1M canonicalSEC ↗
Q4 202413F-HRFeb 7, 2025256$668.2Mconfidential canonicalSEC ↗
Q3 202413F-HRNov 12, 2024266$697.9M canonicalSEC ↗
Q2 202413F-HRAug 13, 2024217$647.9M canonicalSEC ↗
Q1 202413F-HRApr 30, 2024181$566.5M canonicalSEC ↗