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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 14 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HMC Honda Motor Ltd ADR Consumer Cyclical 640.0 $17K 0.01% NEW $27.11 +20.5%
262 WY Weyerhaeuser Company REIT Real Estate 720.0 $17K 0.01% NEW $23.94 -3.8%
263 PNQI Invesco Nasdaq Internet ETF 375.0 $17K 0.01% NEW $45.58 +14.4%
264 SKYY First Trust Cloud Computing ETF 127.0 $17K 0.01% NEW $134.56 +20.1%
265 SNY Sanofi Sa ADR Healthcare 400.0 $17K 0.01% NEW $42.66 +3.7%
266 OKTA Okta Inc Technology 125.0 $17K 0.01% NEW $136.45 +25.0%
267 MIDD Middleby Corp Industrials 98.0 $17K 0.01% NEW $172.01 -35.0%
268 BOTZ Global X Robotics & Artificial 440.0 $17K 0.01% NEW $37.94 -5.2%
269 J Jacobs Solutions Inc Industrials 132.0 $17K 0.01% NEW $126.00 +16.1%
270 PGR Progressive Corp Financial Services 75.0 $16K 0.01% NEW $218.45 +0.2%
271 GOF Guggenheim Strategic Financial Services 1,500.0 $16K 0.01% NEW $10.92 -14.1%
272 SPDW SPDR Portfolio Developed World 325.0 $16K 0.01% NEW $50.39 +3.8%
273 CLF Cleveland-Cliffs Inc Basic Materials 1,738.0 $16K 0.01% NEW $9.39 +33.1%
274 Space Exploration Technologies Corp 94.0 $16K 0.01% NEW $170.86
275 EVUS iShares Esg Aware MSCI USA Value 446.0 $16K 0.01% NEW $35.11 +6.5%
276 FISV Fiserv Inc Technology 317.0 $16K 0.01% NEW $49.05 +8.1%
277 FNDA Schwab Fundamental US Small 408.0 $16K 0.01% NEW $38.06 -2.3%
278 IPGP Ipg Photonics Corp Technology 131.0 $15K 0.01% NEW $117.32 -33.5%
279 HSY Hershey Co Foods Corp Consumer Defensive 87.0 $15K 0.01% NEW $175.45 -1.3%
280 ARTY iShares Future Ai & Tech ETF 200.0 $15K 0.01% NEW $76.16 -0.0%
Page 14 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%