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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 13 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LQD iShares Iboxx $ Investment Grade 184.0 $20K 0.01% NEW $109.07 -3.3%
242 Brown-Forman Corp Class B 750.0 $20K 0.01% NEW $26.65
243 CUBE Cubesmart Real Estate 500.0 $20K 0.01% NEW $39.77 -0.7%
244 CHKP Check Point Software Technology 150.0 $20K 0.01% NEW $131.43 +4.3%
245 HYS PIMCO 0-5 Year High Yield 209.0 $20K 0.01% NEW $93.52 -1.2%
246 FIW First Trust Water ETF 176.0 $19K 0.01% NEW $109.52 -0.6%
247 FAST Fastenal CO Industrials 400.0 $19K 0.01% NEW $48.03 +3.3%
248 IFLN Invesco Bloomberg Enhanced 1,032.0 $19K 0.01% NEW $18.29 -0.8%
249 BHP BHP Group Ltd ADR Basic Materials 225.0 $19K 0.01% NEW $83.31 +8.5%
250 EEMV iShares MSCI Emerging Markets 249.0 $19K 0.01% NEW $75.28 +2.1%
251 SJM J M Smucker CO Consumer Defensive 164.0 $18K 0.01% NEW $112.50 +12.1%
252 ICF iShares Cohen & Steers REIT ETF 272.0 $18K 0.01% NEW $67.63 -1.0%
253 OGE Oge Energy Corp Utilities 372.0 $18K 0.01% NEW $48.66 -3.6%
254 NYT New York Times Co Class A Communication Services 258.0 $18K 0.01% NEW $69.98 -3.9%
255 VFC Vf Corp Consumer Cyclical 1,068.0 $18K 0.01% NEW $16.68 -19.4%
256 HPQ HP Inc Technology 809.0 $18K 0.01% NEW $21.94 +48.8%
257 PPA Invesco Aerospace & Defense ETF 100.0 $18K 0.01% NEW $176.65 -6.5%
258 OLP One Liberty Properties Inc Real Estate 723.0 $18K 0.01% NEW $24.42 -2.0%
259 IRM Iron Mountain Inc REIT Real Estate 139.0 $18K 0.01% NEW $126.31 -7.5%
260 BSCR Invesco Bulletshares 2027 891.0 $17K 0.01% NEW $19.61 +0.1%
Page 13 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%