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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 2 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT Caterpillar Inc Industrials 170.0 $181K 0.07% NEW $1064.90 -23.6%
22 GLW Corning Inc Technology 700.0 $179K 0.07% NEW $255.43 -39.6%
23 ZBH Zimmer Biomet Holdings Inc Healthcare 2,000.0 $172K 0.07% NEW $86.09 +13.9%
24 IEFA iShares Core MSCI Eafe ETF 1,714.0 $166K 0.07% NEW $96.58 +4.7%
25 SMH Vaneck Semiconductor ETF 244.0 $160K 0.06% NEW $655.89 -13.6%
26 DHR Danaher Corp Healthcare 839.0 $160K 0.06% NEW $190.48 +9.0%
27 YUM Yum Brands Inc Consumer Cyclical 972.0 $155K 0.06% NEW $159.86 -5.7%
28 LOW Lowes Cos Inc Consumer Cyclical 701.0 $155K 0.06% NEW $220.49 -7.3%
29 TM Toyota Motor Corp Sponsored ADR Consumer Cyclical 910.0 $153K 0.06% NEW $168.42 +17.0%
30 WM Waste Management Inc Industrials 675.0 $150K 0.06% NEW $222.88 -1.7%
31 CB Chubb Limited Financial Services 417.0 $142K 0.06% NEW $340.74 +0.2%
32 VAW Vanguard Materials Index Fund 620.0 $142K 0.06% NEW $228.79 +2.9%
33 WPC Wp Carey Inc Real Estate 1,978.0 $141K 0.06% NEW $71.50 -1.6%
34 D Dominion Energy Inc Utilities 2,042.0 $139K 0.06% NEW $68.29 -3.6%
35 CNOB Connectone Bancorp Inc Financial Services 4,075.0 $136K 0.05% NEW $33.44 -3.4%
36 CAC Camden National Corp Financial Services 2,486.0 $135K 0.05% NEW $54.22 +7.3%
37 DVY iShares Select Dividend ETF 861.0 $135K 0.05% NEW $156.30 +5.1%
38 ESGU iShares Esg Aware MSCI USA ETF 807.0 $132K 0.05% NEW $163.67 +3.1%
39 LRCX Lam Research Corp Technology 300.0 $130K 0.05% NEW $433.33 -29.0%
40 MCHP Microchip Technology Inc Technology 1,425.0 $130K 0.05% NEW $91.20 -18.7%
Page 2 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%