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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 19 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DHI D R Horton Inc Consumer Cyclical 25.0 $4K 0.00% NEW $162.88 -12.4%
362 ACP Abrdn Income Credit Strategies Financial Services 764.0 $4K 0.00% NEW $5.20 -4.8%
363 TLH iShares 10-20 Year Treasury Bond 39.0 $4K 0.00% NEW $100.36 -3.7%
364 IYE iShares US Energy ETF 66.0 $4K 0.00% NEW $56.59 +19.7%
365 BIDU Baidu Inc ADR Cl A Communication Services 31.0 $4K 0.00% NEW $114.29 -13.0%
366 FDLO Fidelity Low Volatility Factor 49.0 $3K 0.00% NEW $68.33 +5.9%
367 ALC Alcon Inc Healthcare 45.0 $3K 0.00% NEW $67.58 +4.3%
368 South Bow 84.0 $3K 0.00% NEW $35.24
369 BSX Boston Scientific Corp Healthcare 67.0 $3K 0.00% NEW $42.69 +12.0%
370 RGR Sturm Ruger & Co. Industrials 75.0 $3K 0.00% NEW $37.85 +1.7%
371 MTUM iShares MSCI USA Momentum Factor 8.0 $3K 0.00% NEW $342.88 -11.1%
372 ALB Albemarle Corp Basic Materials 20.0 $3K 0.00% NEW $135.05 -6.5%
373 ZBRA Zebra Technologies Corp Cl A Technology 10.0 $3K 0.00% NEW $263.30 +37.8%
374 FGDL Franklin Responsibly Sourced Financial Services 48.0 $3K 0.00% NEW $53.38 +10.6%
375 MICC Magnum Ice Cream Consumer Defensive 146.0 $3K 0.00% NEW $17.41 +11.0%
376 CSIQ Canadian Solar Inc Energy 150.0 $2K 0.00% NEW $16.02 -17.5%
377 VOD Vodafone Group PLC Sponsored ADR Communication Services 180.0 $2K 0.00% NEW $13.23 +27.8%
378 TTD The Trade Desk Inc Cl A Technology 125.0 $2K 0.00% NEW $18.08 -20.2%
379 KD Kyndryl Holdings Inc Technology 199.0 $2K 0.00% NEW $11.31 +16.3%
380 DOCU Docusign Inc Technology 50.0 $2K 0.00% NEW $44.42 +54.0%
Page 19 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%