CAMDEN NATIONAL BANK
Q2 2026 Form 13-F

CAMDEN, MAINE
CIK 0001697855 · Institutional investment manager
$767.5M Reported Value Total
Reported value
$767.5M
Quarter over quarter
+3.3%
Holdings
184
Top-10 concentration
25.1%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Sharon Sesling-Labonte
SENIOR WEALTH MANAGEMENT COMPLIANCE OFFICER AND HEAD TRADER

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Q2 2026 13F record

Q2 2026 13F filing summary

Q2 2026 Form 13F portfolio summary
Period of report June 30, 2026
Filed July 31, 2026
Form 13F-HR
Reported value $767.5M
Positions 184
Change in reported value +3.8%
New positions 28
Exited positions 8
Position turnover 18.8%
Top-10 concentration 25.1%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Nov 2, 2026
173 $753.3M
Q2 2026 13F
Filed Jul 31, 2026
184 $767.5M
Q1 2026 13F
Filed May 4, 2026
164 $739.3M
Q4 2025 13F
Filed Feb 10, 2026
169 $727.4M
Q3 2025 13F
Filed Nov 6, 2025
164 $714.7M
Q2 2025 13F
Filed Aug 12, 2025
166 $693.7M
Q1 2025 13F
Filed May 13, 2025
162 $673.1M
Q4 2024 13F
Filed Feb 7, 2025
164 $668.2M
Q3 2024 13F
Filed Nov 12, 2024
168 $697.9M
Q2 2024 13F
Filed Aug 13, 2024
133 $647.9M
Q1 2024 13F
Filed Apr 30, 2024
122 $566.5M
Q4 2023 13F
Filed Feb 12, 2024
121 $537.3M
Q3 2023 13F
Filed Nov 3, 2023
117 $487.2M
Q2 2023 13F
Filed Aug 9, 2023
120 $511.1M
Q1 2023 13F
Filed May 8, 2023
119 $492.9M
Q4 2022 13F
Filed Feb 10, 2023
122 $479.2M
Q3 2022 13F
Filed Nov 4, 2022
120 $448.1M
Q2 2022 13F
Filed Aug 9, 2022
126 $484.3M
Q1 2022 13F
Filed May 5, 2022
139 $552.0M
Q4 2021 13F
Filed Feb 14, 2022
157 $569.4M

20 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2026

Largest Q2 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 NVDA NVIDIA CORPORATION $22.2M 2.9%
2 PWR QUANTA SVCS INC $22.1M 2.88%
3 VEA VANGUARD TAX-MANAGED FDS $21.0M 2.73%
4 GOOGL ALPHABET INC $20.2M 2.63%
5 SLQD ISHARES TR $19.8M 2.59%
6 JPM JPMORGAN CHASE & CO $18.9M 2.46%
7 MSFT MICROSOFT CORP $18.5M 2.41%
8 JNJ JOHNSON & JOHNSON $17.8M 2.31%
9 COST COSTCO WHOLESALE CORPORATION $16.0M 2.08%
10 LIN LINDE PLC $15.9M 2.07%
11 SHY ISHARES TR $15.1M 1.96%
12 CB CHUBB LIMITED $14.8M 1.93%
13 TJX TJX COS INC NEW $14.7M 1.92%
14 DE DEERE & CO $14.6M 1.91%
15 IJR ISHARES TR $14.6M 1.9%
16 MRK MERCK & CO INC $14.5M 1.89%
17 V VISA INC $14.0M 1.83%
18 NEE NEXTERA ENERGY INC $14.0M 1.82%
19 LHX L3HARRIS TECHNOLOGIES INC $13.1M 1.71%
20 RSG REPUBLIC SVCS INC $13.1M 1.7%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

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