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Portfolio (Quarterly) Guide ↗

First Bancorp, Inc /ME/

· CIK 0000765207
13F Portfolio $253M AUM 685 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 400 New 38 Added 35 Reduced 1 Exited
Page 1 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEU Vanguard Ftse All-World Ex-US 4,270.0 $358K 0.14% NEW $83.75 +3.2%
2 Honeywell International Inc 1,249.0 $280K 0.11% NEW $223.90
3 Honeywell Aerospace Inc 1,249.0 $276K 0.11% NEW $221.08
4 TSM Taiwan Semiconductor Mfg Ltd Technology 576.0 $275K 0.11% NEW $477.57 -10.2%
5 IYW iShares US Technology ETF 1,010.0 $255K 0.10% NEW $252.23 +0.4%
6 PWR Quanta Services Inc Industrials 350.0 $252K 0.10% NEW $720.04 -13.3%
7 IWM iShares Russell 2000 Index 823.0 $247K 0.10% NEW $300.45 -1.5%
8 ELV Elevance Health Inc Healthcare 618.0 $239K 0.09% NEW $386.73 +5.4%
9 VYM Vanguard High Dividend Yield Index ETF 1,511.0 $239K 0.09% NEW $158.03 +3.9%
10 TXN Texas Instruments Inc Technology 765.0 $228K 0.09% NEW $298.07 -13.3%
11 BSCW Invesco Bulletshares 2032 10,963.0 $225K 0.09% NEW $20.51 -1.9%
12 IWD iShares Russell 1000 Value ETF 902.0 $219K 0.09% NEW $242.43 +6.3%
13 KMB Kimberly-Clark Corp Consumer Defensive 1,913.0 $210K 0.08% NEW $109.77 -4.4%
14 IWP iShares Russell Mid-Cap Growth 1,433.0 $210K 0.08% NEW $146.41 -4.6%
15 RSP Invesco S&P 500 Equal Weight ETF 975.0 $207K 0.08% NEW $212.77 +2.9%
16 MDLZ Mondelez International Inc Consumer Defensive 3,422.0 $198K 0.08% NEW $57.84 +5.9%
17 ET Energy Transfer LP Energy 10,138.0 $194K 0.08% NEW $19.12 +12.4%
18 SPYX SPDR S&P 500 Fossil Fuel 3,130.0 $191K 0.07% NEW $61.10 +3.3%
19 TEVA Teva Pharmaceutical Industries Healthcare 5,380.0 $182K 0.07% NEW $33.88 +7.3%
20 COST Costco Wholesale Corporation Consumer Defensive 194.0 $181K 0.07% NEW $935.47 -2.1%
Page 1 of 20  ·  400 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
Financial Services 38.7%
Technology 18.8%
Healthcare 8.5%
Industrials 8.4%
Consumer Defensive 7.4%
Consumer Cyclical 4.6%
Communication Services 4.5%
Energy 4.3%
Utilities 3.0%
Real Estate 1.3%