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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 15 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GPC Genuine Parts CO Consumer Cyclical 128.0 $15K 0.01% NEW $117.98 +17.0%
282 SHOP Shopify Inc A Technology 130.0 $15K 0.01% NEW $114.18 +27.1%
283 PRU Prudential Financial Inc Financial Services 135.0 $15K 0.01% NEW $107.93 +13.1%
284 GOVT iShares US Treasury Bond ETF 638.0 $15K 0.01% NEW $22.78 -1.9%
285 NFLX Netflix Inc Communication Services 200.0 $14K 0.01% NEW $71.40 +9.6%
286 CMI Cummins Inc Industrials 20.0 $14K 0.01% NEW $713.20 -21.4%
287 DMXF iShares Esg Advanced MSCI Eafe 168.0 $14K 0.01% NEW $84.60 +3.4%
288 DFAX Dimensional World Ex US Core 385.0 $14K 0.01% NEW $36.84 +4.8%
289 GD General Dynamics Corp Industrials 40.0 $14K 0.01% NEW $354.25 +1.5%
290 ING ING Groep NV Sponsored ADR Financial Services 450.0 $14K 0.01% NEW $31.38 +18.5%
291 BSM Black Stone Minerals LP Energy 1,000.0 $14K 0.01% NEW $13.97 +4.9%
292 LVS Las Vegas Sands Corp Consumer Cyclical 300.0 $14K 0.01% NEW $46.19 -3.9%
293 EIX Edison International Utilities 186.0 $14K 0.01% NEW $74.45 -23.7%
294 KYN Kayne Anderson Energy Financial Services 1,000.0 $14K 0.01% NEW $13.83 +7.1%
295 HDV iShares Core High Dividend ETF 485.0 $13K 0.01% NEW $27.41 +7.3%
296 TRP TC Energy Corporation Energy 200.0 $13K 0.01% NEW $66.29 -5.6%
297 CNP Centerpoint Energy Inc Utilities 300.0 $13K 0.01% NEW $44.04 -9.9%
298 VFH Vanguard Financials ETF 100.0 $13K 0.01% NEW $131.60 +7.9%
299 DGS Wisdomtree Emerging Markets 200.0 $13K 0.01% NEW $64.71 +0.8%
300 IUSB iShares Core Total Usd Bond 276.0 $13K 0.01% NEW $46.15 -2.0%
Page 15 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%