Camden National Bank

Name: CAMDEN NATIONAL BANK 13F holdings, Q4 2024
Creator: CAMDEN NATIONAL BANK
Published: 2025-02-07

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Camden National Bank reported 164 stock positions worth $668.2 million. Its top holding was Microsoft (MSFT) at 3.4% of the portfolio, followed by Costco Wholesale (COST, 2.7%) and Nvidia (NVDA, 2.7%). Compared with Q3 2024, it opened 13 new positions, sold out of 17, added to 42 and reduced 97. The biggest buy was a new position in Target and the biggest sale an exit from Target (TGT).

Most Recent 13F: Q2 2026
Location: CAMDEN, ME
CIK: 0001697855
Portfolio Value: $668.2M (Q4 2024)
SEC Filing: 0001697855-25-000009 ↗ filed Feb 7, 2025

Holdings Value

Holdings 164 stocks · $668.2M


MSFT Microsoft Corp.	3.36%	53,256	$22.4M	Reduce -1.6%
COST Costco Wholesale Corp.	2.72%	19,847	$18.2M	Reduce -4.7%
NVDA Nvidia Corp.	2.66%	132,425	$17.8M	Reduce -6.9%
TMUS T-Mobile US Inc.	2.49%	75,320	$16.6M	Reduce -4.8%
ACN Accenture PLC Class A	2.46%	46,692	$16.4M	Reduce -2.9%
JPM JPMorgan Chase & Co.	2.35%	65,458	$15.7M	Reduce -2.4%
ORCL Oracle Corp.	2.32%	92,960	$15.5M	Reduce -2.5%
V Visa Inc. Class A	2.17%	45,804	$14.5M	Reduce -2.1%
SLQD iShares 0-5 YR Inv GRD Corp.	2.12%	284,961	$14.2M	Add +4.5%
RSG Republic Services Inc.	2.09%	69,347	$14.0M	Reduce -3.1%
LIN Linde PLC	2.08%	33,246	$13.9M	Reduce -1.3%
PG The Procter & Gamble Co.	2.05%	81,679	$13.7M	Reduce -0.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW	1.95%	107,730	$13.0M	Reduce -2.3%
CB Chubb Ltd.	1.93%	46,598	$12.9M	Reduce -2.3%
MCD McDonald's Corp.	1.92%	44,260	$12.8M	Reduce -1.1%
NEE Nextera Energy Inc.	1.84%	171,331	$12.3M	Reduce -0.8%
CHKP Check Point Software Tech	1.72%	61,678	$11.5M	Reduce -3.2%
DE Deere & Co.	1.65%	26,021	$11.0M	Reduce -1.1%
PWR Quanta Services Inc.	1.65%	34,837	$11.0M	Reduce -1.6%
JNJ Johnson & Johnson	1.64%	75,695	$10.9M	Reduce -0.2%
ADBE Adobe Inc.	1.63%	24,475	$10.9M	Add +0.0%
MRK Merck & Co. Inc.	1.61%	108,123	$10.8M	Reduce -0.8%
PSA Public Storage	1.60%	35,743	$10.7M	Reduce -1.2%
HD Home Depot Inc.	1.56%	26,856	$10.4M	Reduce -2.0%
ZTS Zoetis Inc.	1.56%	63,901	$10.4M	Reduce -0.1%
LHX L3HARRIS Technologies Inc.	1.53%	48,715	$10.2M	Reduce -0.7%
MDT Medtronic PLC	1.49%	124,756	$10.0M	Reduce -2.0%
SHY iShares 1-3 Year Treasury Bo	1.44%	117,575	$9.6M	Add +7.6%
KMI Kinder Morgan Inc.	1.43%	348,111	$9.5M	Reduce -3.8%
VEA Vanguard Ftse Developed ETF	1.41%	196,419	$9.4M	Add +5.5%
IJR iShares Core S&P Small-Cap E	1.38%	79,830	$9.2M	Add +3.7%
PEP Pepsico Inc.	1.36%	59,981	$9.1M	Reduce -0.1%
XYL Xylem Inc.	1.33%	76,754	$8.9M	Reduce -1.4%
MKC McCormick & Co.-Non VTG SHRS	1.28%	112,083	$8.5M	Reduce -2.2%
VRTX Vertex Pharmaceuticals Inc.	1.26%	20,937	$8.4M	Reduce -0.9%
OMC Omnicom Group	1.24%	96,544	$8.3M	Reduce -1.2%
STZ Constellation Brands Inc. Class A	1.24%	37,362	$8.3M	Add +20.1%
ALC Alcon Inc. filed as ALCON AG	1.23%	96,949	$8.2M	Reduce -2.2%
DUK Duke Energy Corp.	1.20%	74,730	$8.1M	Reduce -0.7%
PKG Packaging Corp. of America	1.20%	35,585	$8.0M	Reduce -1.8%
GPC Genuine Parts Co.	1.17%	67,107	$7.8M	Reduce -0.8%
MDLZ Mondelez International Inc. Class A	1.17%	131,129	$7.8M	Add +0.3%
SPGI S&P Global Inc.	1.13%	15,203	$7.6M	Reduce -1.2%
GOOGL Alphabet Inc. Class A	1.11%	39,328	$7.4M	Add +1.3%
TXN Texas Instruments Inc.	1.10%	39,366	$7.4M	Reduce -0.7%
PLD Prologis Inc.	1.10%	69,453	$7.3M	Add +0.0%
NVS Novartis AG-Sponsored ADR	1.07%	73,509	$7.2M	Reduce -0.6%
TARGET CORP	1.03%	51,115	$6.9M	New
CVX Chevron Corp.	0.97%	44,878	$6.5M	Reduce -0.8%
NKE Nike Inc. Class B	0.97%	85,226	$6.4M	Reduce -1.9%
TIP iShares Tips Bond ETF	0.92%	57,463	$6.1M	Add +0.0%
BNDX Vanguard Total Intl Bond ETF	0.90%	122,398	$6.0M	Add +71.6%
TMO Thermo Fisher Scientific Inc.	0.79%	10,145	$5.3M	Add +0.4%
USMV iShares MSCI USA Min Vol Fac	0.76%	57,203	$5.1M	Reduce -2.3%
EXPD Expeditors Intl Wash Inc.	0.75%	45,095	$5.0M	Reduce -0.3%
IEI iShares 3-7 Year Treasury Bo	0.72%	41,365	$4.8M	Add +12.3%
IAU iShares Gold Trust	0.70%	94,041	$4.7M	Add +13.5%
AAPL Apple Inc.	0.62%	16,566	$4.1M	Reduce -3.6%
CAC Camden National Corp.	0.62%	96,537	$4.1M	Add +3.2%
ELV Elevance Health Inc.	0.58%	10,428	$3.8M	Add +89.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.55%	34,308	$3.7M	Add +18.8%
SCHD Schwab US DVD Equity ETF	0.53%	130,610	$3.6M	Add +10.7%
SNA Snap-on Inc.	0.51%	9,958	$3.4M	Add +0.2%
USB US Bancorp	0.48%	67,499	$3.2M	Add +0.3%
IJH iShares Core S&P Midcap ETF	0.48%	51,725	$3.2M	Reduce -1.9%
TFC Truist Financial Corp.	0.43%	66,690	$2.9M	Reduce -1.7%
EMXC iShares MSCI Emr MRK Ex Chna	0.41%	49,906	$2.8M	Add +20.8%
ABBV Abbvie Inc.	0.28%	10,509	$1.9M	Add +6.8%
BRK.B Berkshire Hathaway Inc. Class B	0.27%	3,939	$1.8M	Reduce -0.6%
DHR Danaher Corp.	0.25%	7,227	$1.7M	Add +285.0%
HON Honeywell International Inc.	0.25%	7,251	$1.6M	Add +5.3%
IVV iShares Core S&P 500 ETF	0.21%	2,382	$1.4M	Reduce -2.1%
WMT Walmart Inc.	0.20%	14,598	$1.3M	Reduce -20.3%
XOM Exxon Mobil Corp.	0.17%	10,858	$1.2M	Reduce -2.6%
UNH Unitedhealth Group Inc.	0.17%	2,275	$1.2M	Reduce -3.9%
SPYG SS SPDR P S&P 500 Growth ETF	0.17%	12,886	$1.1M	Add +78.7%
LLY Eli Lilly & Co.	0.16%	1,416	$1.1M	Reduce -10.8%
HUBB Hubbell Inc.	0.16%	2,502	$1.0M	No change
IWV iShares Russell 3000 ETF	0.14%	2,765	$924K	No change
GLD SPDR Gold Shares	0.14%	3,814	$923K	No change
VIG Vanguard Dividend Apprec ETF	0.14%	4,629	$906K	Reduce -3.5%
IWF iShares Russell 1000 Growth	0.14%	2,253	$905K	New
SPY SS SPDR S&P 500 ETF Trust-US	0.13%	1,500	$879K	Reduce -1.3%
CAT Caterpillar Inc.	0.13%	2,416	$876K	Add +56.3%
VYMI Vanguard Int High DVD YLD Inc.	0.12%	12,283	$834K	Reduce -3.8%
TRAVELERS COMPANIES INC	0.12%	3,271	$788K	New
EFA iShares MSCI Eafe ETF	0.12%	10,359	$783K	Reduce -1.9%
IVE iShares S&P 500 Value ETF	0.10%	3,566	$681K	New
ABT Abbott Laboratories	0.09%	5,460	$618K	Reduce -6.3%
T AT&T Inc.	0.09%	27,043	$616K	Add +5.5%
GOOG Alphabet Inc. Class C	0.09%	3,140	$598K	No change
DVY iShares Select Dividend ETF	0.09%	4,358	$572K	Reduce -15.9%
AXP American Express Co.	0.08%	1,912	$567K	Reduce -9.4%
AMZN Amazon.com Inc.	0.08%	2,474	$543K	Reduce -5.7%
ADP Automatic Data Processing	0.08%	1,821	$533K	Reduce -5.2%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC	0.08%	4,341	$510K	Reduce -0.8%
AMGN Amgen Inc.	0.07%	1,821	$475K	Reduce -2.8%
META Meta Platforms Inc. Class A	0.07%	807	$473K	Reduce -7.3%
ITW Illinois Tool Works	0.07%	1,855	$470K	Reduce -0.6%
PM Philip Morris International	0.07%	3,882	$467K	Add +3.0%
EMR Emerson Electric Co.	0.07%	3,699	$458K	Add +58.8%
RTX RTX Corp.	0.07%	3,773	$437K	Add +44.6%
SYY Sysco Corp.	0.06%	5,657	$433K	Add +56.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.06%	1,839	$404K	No change
MCK McKesson Corp.	0.06%	706	$402K	Add +9.6%
FTV Fortive Corp.	0.06%	5,303	$398K	Add +90.6%
INTU Intuit Inc.	0.06%	624	$392K	Reduce -0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.06%	3,492	$389K	New
BSV Vanguard Short-Term Bond ETF	0.06%	4,932	$381K	Reduce -5.3%
UNP Union Pacific Corp.	0.06%	1,625	$371K	Reduce -0.6%
KO The Coca-Cola Co.	0.06%	5,906	$368K	Reduce -4.1%
MS Morgan Stanley	0.05%	2,887	$363K	Reduce -35.1%
LPLA LPL Financial Holdings Inc.	0.05%	1,104	$360K	New
LOW Lowe's Cos Inc.	0.05%	1,439	$355K	No change
MDY State Street SPDR S&P Midcap	0.05%	603	$343K	No change
CRH CRH PLC	0.05%	3,661	$339K	Reduce -5.6%
DFS Discover Financial Services	0.05%	1,930	$334K	Reduce -2.4%
FIS Fidelity National Info Serv	0.05%	4,070	$329K	Reduce -5.3%
COR Cencora Inc.	0.05%	1,444	$324K	Reduce -5.6%
FANG Diamondback Energy Inc.	0.05%	1,924	$315K	Add +2.7%
PFE Pfizer Inc.	0.05%	11,855	$315K	Reduce -1.3%
NSC Norfolk Southern Corp.	0.05%	1,338	$314K	Add +18.4%
GD General Dynamics Corp.	0.05%	1,174	$309K	Reduce -5.6%
USFD US Foods Holding Corp.	0.05%	4,474	$302K	Reduce -5.2%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.04%	7,559	$290K	Add +8.4%
D Dominion Energy Inc.	0.04%	5,339	$288K	Reduce -0.9%
COP Conocophillips	0.04%	2,869	$285K	Add +20.1%
MU Micron Technology Inc.	0.04%	3,354	$282K	Reduce -4.1%
CEF Sprott Physical Gold and Sil	0.04%	11,842	$281K	Reduce -0.8%
HBAN Huntington Bancshares Inc.	0.04%	17,277	$281K	Reduce -11.4%
ADI Analog Devices Inc.	0.04%	1,294	$275K	No change
AZO AutoZone Inc.	0.04%	85	$272K	Reduce -16.7%
WFC Wells Fargo & Co.	0.04%	3,866	$272K	Reduce -17.6%
CPAY Corpay Inc.	0.04%	802	$271K	Add +5.9%
VB Vanguard Most SM-Cap ETF-Usd	0.04%	1,111	$267K	Reduce -30.8%
FLEX Flex Ltd.	0.04%	6,847	$263K	Reduce -6.3%
CARR Carrier Global Corp.	0.04%	3,769	$257K	Add +44.6%
AON Aon PLC Class A	0.04%	714	$256K	Add +2.0%
AMAT Applied Materials Inc.	0.04%	1,575	$256K	Reduce -20.4%
KVUE Kenvue Inc.	0.04%	11,811	$252K	New
VZ Verizon Communications Inc.	0.04%	6,291	$252K	Add +9.7%
QUAL iShares MSCI USA Quality Fac	0.04%	1,398	$249K	Reduce -10.5%
KMB Kimberly-Clark Corp.	0.04%	1,870	$245K	No change
WM Waste Management Inc.	0.04%	1,208	$244K	Add +17.5%
VLTO Veralto Corp.	0.04%	2,382	$243K	New
HOLX Hologic Inc.	0.04%	3,340	$241K	New
IEFA iShares Core MSCI Eafe ETF	0.04%	3,384	$238K	Reduce -1.4%
YUM Yum! Brands Inc.	0.04%	1,765	$237K	Reduce -0.9%
MPC Marathon Petroleum Corp.	0.03%	1,673	$233K	Reduce -5.6%
QCLN First Trust Nasdaq Clean Edg	0.03%	6,856	$233K	No change
OWL Blue Owl Capital Inc.	0.03%	9,946	$231K	Reduce -5.1%
MCHP Microchip Technology Inc.	0.03%	3,966	$227K	Reduce -13.1%
IEF iShares 7-10 Year Treasury B	0.03%	2,459	$227K	New
CI The Cigna Group	0.03%	814	$225K	Reduce -43.0%
FE Firstenergy Corp.	0.03%	5,610	$223K	New
WAB Wabtec Corp.	0.03%	1,153	$219K	Reduce -5.7%
J Jacobs Solutions Inc.	0.03%	1,605	$214K	Reduce -5.4%
BHB Bar Harbor Bankshares filed as BAR HBR BANKSHARES	0.03%	6,925	$212K	No change
CL Colgate-Palmolive Co.	0.03%	2,325	$211K	No change
QLTA iShares Aaa - A Rated Corpor	0.03%	4,488	$210K	New
CNP Centerpoint Energy Inc.	0.03%	6,487	$206K	New
BND Vanguard Total Bond Market	0.03%	2,815	$202K	Reduce -9.2%
CVE Cenovus Energy Inc.	0.03%	12,121	$184K	Reduce -6.0%
KGC Kinross Gold Corp.	0.02%	16,384	$152K	Reduce -5.0%

Portfolio Sells Q3 2024 → Q4 2024


TGT Target Corp.	Sold out	0.00%	−1.16
PSA Public Storage	Reduce -1.2%	1.60%	−0.29
NEE Nextera Energy Inc.	Reduce -0.8%	1.84%	−0.25
ZTS Zoetis Inc.	Reduce -0.1%	1.56%	−0.23
LIN Linde PLC	Reduce -1.3%	2.08%	−0.22
OMC Omnicom Group	Reduce -1.2%	1.24%	−0.20
ALC Alcon Inc.	Reduce -2.2%	1.23%	−0.19
GPC Genuine Parts Co.	Reduce -0.8%	1.17%	−0.18
XYL Xylem Inc.	Reduce -1.4%	1.33%	−0.17
MRK Merck & Co. Inc.	Reduce -0.8%	1.61%	−0.16
MDT Medtronic PLC	Reduce -2.0%	1.49%	−0.15
NVS Novartis AG-Sponsored ADR	Reduce -0.6%	1.07%	−0.15
VRTX Vertex Pharmaceuticals Inc.	Reduce -0.9%	1.26%	−0.15
LHX L3HARRIS Technologies Inc.	Reduce -0.7%	1.53%	−0.14
NKE Nike Inc. Class B	Reduce -1.9%	0.97%	−0.13
JNJ Johnson & Johnson	Reduce -0.2%	1.64%	−0.12
TRV The Travelers Cos Inc.	Sold out	0.00%	−0.11
EXPD Expeditors Intl Wash Inc.	Reduce -0.3%	0.75%	−0.10
PEP Pepsico Inc.	Reduce -0.1%	1.36%	−0.10
MKC McCormick & Co.-Non VTG SHRS	Reduce -2.2%	1.28%	−0.07
TXN Texas Instruments Inc.	Reduce -0.7%	1.10%	−0.07
CB Chubb Ltd.	Reduce -2.3%	1.93%	−0.04
URI United Rentals Inc.	Sold out	0.00%	−0.04
GS Goldman Sachs Group Inc.	Sold out	0.00%	−0.04
DUK Duke Energy Corp.	Reduce -0.7%	1.20%	−0.04
LMT Lockheed Martin Corp.	Sold out	0.00%	−0.04
LLY Eli Lilly & Co.	Reduce -10.8%	0.16%	−0.04
AMD Advanced Micro Devices	Sold out	0.00%	−0.04
CHKP Check Point Software Tech	Reduce -3.2%	1.72%	−0.04
CI The Cigna Group	Reduce -43.0%	0.03%	−0.04
LDOS Leidos Holdings Inc.	Sold out	0.00%	−0.04
LEN Lennar Corp. Class A	Sold out	0.00%	−0.04
TECK Teck Resources Ltd.-CLS B	Sold out	0.00%	−0.04
BLDR Builders Firstsource Inc.	Sold out	0.00%	−0.03
MCD McDonald's Corp.	Reduce -1.1%	1.92%	−0.03
CNC Centene Corp.	Sold out	0.00%	−0.03
SHW The Sherwin-Williams Co.	Sold out	0.00%	−0.03
IDXX Idexx Laboratories Inc.	Sold out	0.00%	−0.03
GE General Electric	Sold out	0.00%	−0.03
SBUX Starbucks Corp.	Sold out	0.00%	−0.03
DELL Dell Technologies -C	Sold out	0.00%	−0.03
ICLR Icon PLC	Sold out	0.00%	−0.03
HD Home Depot Inc.	Reduce -2.0%	1.56%	−0.03
UNH Unitedhealth Group Inc.	Reduce -3.9%	0.17%	−0.03
AMAT Applied Materials Inc.	Reduce -20.4%	0.04%	−0.02
MCHP Microchip Technology Inc.	Reduce -13.1%	0.03%	−0.02
AMGN Amgen Inc.	Reduce -2.8%	0.07%	−0.02
DVY iShares Select Dividend ETF	Reduce -15.9%	0.09%	−0.01
VB Vanguard Most SM-Cap ETF-Usd	Reduce -30.8%	0.04%	−0.01
WMT Walmart Inc.	Reduce -20.3%	0.20%	−0.01

Portfolio Buys Q3 2024 → Q4 2024


TARGET CORP	New	1.03%	+1.03
BNDX Vanguard Total Intl Bond ETF	Add +71.6%	0.90%	+0.38
GOOGL Alphabet Inc. Class A	Add +1.3%	1.11%	+0.19
DHR Danaher Corp.	Add +285.0%	0.25%	+0.17
ELV Elevance Health Inc.	Add +89.8%	0.58%	+0.17
SLQD iShares 0-5 YR Inv GRD Corp.	Add +4.5%	2.12%	+0.15
SHY iShares 1-3 Year Treasury Bo	Add +7.6%	1.44%	+0.14
IWF iShares Russell 1000 Growth	New	0.14%	+0.14
TRAVELERS COMPANIES INC	New	0.12%	+0.12
IAU iShares Gold Trust	Add +13.5%	0.70%	+0.11
IVE iShares S&P 500 Value ETF	New	0.10%	+0.10
SNA Snap-on Inc.	Add +0.2%	0.51%	+0.09
STZ Constellation Brands Inc. Class A	Add +20.1%	1.24%	+0.09
IJR iShares Core S&P Small-Cap E	Add +3.7%	1.38%	+0.09
IEI iShares 3-7 Year Treasury Bo	Add +12.3%	0.72%	+0.08
SPYG SS SPDR P S&P 500 Growth ETF	Add +78.7%	0.17%	+0.08
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +18.8%	0.55%	+0.08
CAC Camden National Corp.	Add +3.2%	0.62%	+0.06
DIS The Walt Disney Co.	New	0.06%	+0.06
SCHD Schwab US DVD Equity ETF	Add +10.7%	0.53%	+0.06
LPLA LPL Financial Holdings Inc.	New	0.05%	+0.05
EMXC iShares MSCI Emr MRK Ex Chna	Add +20.8%	0.41%	+0.05
CAT Caterpillar Inc.	Add +56.3%	0.13%	+0.04
USB US Bancorp	Add +0.3%	0.48%	+0.04
HON Honeywell International Inc.	Add +5.3%	0.25%	+0.04
KVUE Kenvue Inc.	New	0.04%	+0.04
VLTO Veralto Corp.	New	0.04%	+0.04
HOLX Hologic Inc.	New	0.04%	+0.04
IEF iShares 7-10 Year Treasury B	New	0.03%	+0.03
FE Firstenergy Corp.	New	0.03%	+0.03
EMR Emerson Electric Co.	Add +58.8%	0.07%	+0.03
QLTA iShares Aaa - A Rated Corpor	New	0.03%	+0.03
CNP Centerpoint Energy Inc.	New	0.03%	+0.03
FTV Fortive Corp.	Add +90.6%	0.06%	+0.03
SYY Sysco Corp.	Add +56.8%	0.06%	+0.02
RTX RTX Corp.	Add +44.6%	0.07%	+0.02
MCK McKesson Corp.	Add +9.6%	0.06%	+0.01
T AT&T Inc.	Add +5.5%	0.09%	+0.01
CARR Carrier Global Corp.	Add +44.6%	0.04%	+0.01
TIP iShares Tips Bond ETF	Add +0.0%	0.92%	+0.01
NSC Norfolk Southern Corp.	Add +18.4%	0.05%	+0.01
CPAY Corpay Inc.	Add +5.9%	0.04%	+0.01
COP Conocophillips	Add +20.1%	0.04%	+0.01
WM Waste Management Inc.	Add +17.5%	0.04%	+0.01
PM Philip Morris International	Add +3.0%	0.07%	+0.00
AON Aon PLC Class A	Add +2.0%	0.04%	+0.00
SLB SLB Ltd.	Add +8.4%	0.04%	+0.00
ABBV Abbvie Inc.	Add +6.8%	0.28%	+0.00
FANG Diamondback Energy Inc.	Add +2.7%	0.05%	+0.00
VZ Verizon Communications Inc.	Add +9.7%	0.04%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	184	$767.5M	NVDA, PWR, VEA, GOOGL, SLQD
Q1 2026	164	$739.3M	PWR, NVDA, SLQD, VEA, MSFT
Q4 2025	169	$727.4M	MSFT, NVDA, JPM, GOOGL, SLQD
Q3 2025	164	$714.7M	MSFT, ORCL, NVDA, JPM, PWR
Q2 2025	166	$693.7M	MSFT, NVDA, ORCL, JPM, COST
Q1 2025	162	$673.1M	MSFT, TMUS, COST, RSG, V
Q4 2024	164	$668.2M	MSFT, COST, NVDA, TMUS, ACN
Q3 2024	168	$697.9M	MSFT, COST, NVDA, ACN, TMUS
Q2 2024	133	$647.9M	MSFT, COST, NVDA, LIN, ACN
Q1 2024	122	$566.5M	MSFT, COST, LIN, ACN, RSG