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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 10 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JCI Johnson Controls International Industrials 232.0 $34K 0.01% NEW $146.11 -0.8%
182 NKE Nike Inc Cl B Consumer Cyclical 815.0 $33K 0.01% NEW $41.05 -6.5%
183 CSX CSX Corp Industrials 700.0 $33K 0.01% NEW $47.53 +4.0%
184 VCIT Vanguard Intermediate-Term 397.0 $33K 0.01% NEW $82.65 -2.6%
185 Q Qnity Electronics Technology 198.0 $32K 0.01% NEW $163.31 -26.2%
186 VGK Vanguard Ftse European ETF 364.0 $32K 0.01% NEW $88.54 +3.6%
187 UBS UBS Group Ag Shs Financial Services 647.0 $32K 0.01% NEW $49.58 +11.7%
188 MUNI PIMCO Intermediate Municipal 599.0 $32K 0.01% NEW $52.60 -2.8%
189 CACI Caci International Inc Cl A Technology 68.0 $32K 0.01% NEW $463.26 +34.6%
190 DVN Devon Energy Corp Energy 755.0 $31K 0.01% NEW $41.32 +16.3%
191 QQQX Nuveen Nasdaq 100 Dynamic Financial Services 1,025.0 $31K 0.01% NEW $30.14 +1.6%
192 VOT Vanguard Morningstar Mid-Cap Growth ETF 100.0 $31K 0.01% NEW $306.30 -2.0%
193 AIZ Assurant Inc Financial Services 114.0 $31K 0.01% NEW $268.53 +6.4%
194 HPE Hewlett Packard Enterprise CO Technology 666.0 $30K 0.01% NEW $45.11 +15.3%
195 VPG Vishay Precision Group Inc Technology 200.0 $30K 0.01% NEW $149.91 -58.0%
196 ES Eversource Energy Utilities 414.0 $30K 0.01% NEW $72.27 -1.7%
197 PAGP Plains Gp Holdings Energy 1,230.0 $30K 0.01% NEW $24.27 +14.9%
198 AIG American International Group Inc Financial Services 400.0 $30K 0.01% NEW $74.53 +2.3%
199 WAT Waters Corp Healthcare 79.0 $30K 0.01% NEW $375.04 +9.2%
200 DTE Dte Energy CO Utilities 193.0 $29K 0.01% NEW $152.37 -10.7%
Page 10 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%