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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 20 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BA Boeing CO Industrials 10.0 $2K 0.00% NEW $216.50 -2.0%
382 CNXC Concentrix Corp Technology 91.0 $2K 0.00% NEW $22.41 +43.5%
383 CLX Clorox CO Consumer Defensive 21.0 $2K 0.00% NEW $95.43 -2.5%
384 ISRG Intuitive Surgical Inc Healthcare 5.0 $2K 0.00% NEW $397.60 -7.8%
385 LUV Southwest Airlines CO Industrials 38.0 $2K 0.00% NEW $51.42 -22.9%
386 SOLV Solventum Corp Healthcare 25.0 $2K 0.00% NEW $77.16 +18.8%
387 QSR Restaurant Brands Intl Inc Consumer Cyclical 21.0 $2K 0.00% NEW $72.52 +10.5%
388 ZS Zscaler Inc Technology 10.0 $1K 0.00% NEW $141.20 +20.3%
389 iShares iBonds Dec 2026 Term 50.0 $1K NEW $22.90
390 Fluent 209.0 $780.0 NEW $3.73
391 BMI Badger Meter Inc Technology 5.0 $742.0 NEW $148.40 -10.7%
392 NLOP Net Lease Office Properties Real Estate 65.0 $723.0 NEW $11.12 -1.1%
393 WEN Wendys CO Consumer Cyclical 85.0 $705.0 NEW $8.29 -3.2%
394 SNAP Snap Inc Cl A Communication Services 100.0 $444.0 NEW $4.44 +23.2%
395 TECX Tectonic Therapeutic Healthcare 8.0 $275.0 NEW $34.38 -10.5%
396 AVNS Avanos Medical Inc Healthcare 11.0 $274.0 NEW $24.91 +0.3%
397 BHF Brighthouse Financial Inc Financial Services 2.0 $127.0 NEW $63.50 -15.6%
398 TOST Toast Inc Cl A Technology 3.0 $83.0 NEW $27.67 +22.7%
399 ONL Orion Office REIT Inc Real Estate 13.0 $38.0 NEW $2.92 -7.3%
400 ORGN Origin Materials Inc Basic Materials 17.0 $17.0 NEW $1.00 -5.0%
Page 20 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%