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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 11 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VBK Vanguard Index FDS Morningstar SM CP GR ETF 77.0 $28K 0.01% NEW $365.70 -4.4%
202 EXPE Expedia Group Inc Consumer Cyclical 110.0 $28K 0.01% NEW $255.88 +16.5%
203 SJNK SPDR Bloomberg Short Term High 1,110.0 $28K 0.01% NEW $25.03 -1.3%
204 EFG iShares MSCI Eafe Growth ETF 219.0 $27K 0.01% NEW $124.42 +0.1%
205 EPR Epr Properties Real Estate 465.0 $27K 0.01% NEW $58.01 +3.4%
206 USXF iShares Esg Advanced MSCI USA 388.0 $27K 0.01% NEW $69.45 -1.5%
207 TNL Travel Plus Leisure CO Consumer Cyclical 350.0 $27K 0.01% NEW $76.43 -13.2%
208 ARE Alexandria Real Estate Equities Inc. Real Estate 500.0 $26K 0.01% NEW $52.85 -0.4%
209 EIPI First Trust Energy Income 1,205.0 $26K 0.01% NEW $21.84 +4.5%
210 MFC Manulife Financial Corp Financial Services 648.0 $26K 0.01% NEW $40.51 +9.5%
211 ESGE iShares Esg Aware MSCI Em ETF 462.0 $25K 0.01% NEW $54.69 +1.6%
212 NVG Nuveen Amt-Free Municipal Credit Financial Services 1,935.0 $25K 0.01% NEW $12.80 -6.3%
213 MTB M&t Bank Corp Financial Services 104.0 $25K 0.01% NEW $238.01 +0.8%
214 PEG Public Svc Enterprise Group Inc Utilities 300.0 $24K 0.01% NEW $81.16 -9.2%
215 IYJ iShares US Industrials ETF 146.0 $24K 0.01% NEW $166.65 -3.3%
216 SNX Td Synnex Corp Technology 90.0 $24K 0.01% NEW $267.34 -1.8%
217 MBB iShares Mbs ETF 250.0 $24K 0.01% NEW $94.52 -1.9%
218 LSTR Landstar System Inc Industrials 113.0 $23K 0.01% NEW $206.81 -14.0%
219 PPL Ppl Corp Utilities 634.0 $23K 0.01% NEW $36.35 -3.4%
220 ACN Accenture PLC Technology 185.0 $23K 0.01% NEW $124.44 +50.1%
Page 11 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%