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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 3 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VSGX Vanguard Esg International Stock 1,575.0 $130K 0.05% NEW $82.34 +2.5%
42 MO Altria Group Inc Consumer Defensive 1,791.0 $129K 0.05% NEW $71.95 -4.3%
43 CFA Victoryshares US 500 Volatility 1,250.0 $123K 0.05% NEW $98.80 +1.9%
44 PSA Public Storage Inc REIT Real Estate 385.0 $123K 0.05% NEW $318.31 -5.1%
45 PSX Phillips 66 Energy 712.0 $120K 0.05% NEW $169.05 +50.9%
46 ESGV Vanguard Esg US Stock ETF 905.0 $120K 0.05% NEW $132.24 +3.3%
47 SBUX Starbucks Corp Consumer Cyclical 1,164.0 $119K 0.05% NEW $102.19 +2.2%
48 ED Consolidated Edison Inc Utilities 1,060.0 $117K 0.05% NEW $110.63 -3.0%
49 USAC USA Compression Partners LP Energy 4,425.0 $117K 0.05% NEW $26.39 +3.3%
50 SYK Stryker Corporation Healthcare 366.0 $115K 0.04% NEW $314.84 -3.7%
51 GNRC Generac Holdings Inc Industrials 385.0 $113K 0.04% NEW $292.81 -36.0%
52 LIN Linde PLC Basic Materials 215.0 $112K 0.04% NEW $518.94 -8.0%
53 SLB Slb Limited Energy 2,390.0 $111K 0.04% NEW $46.49 +23.7%
54 AMT American Tower Corp REIT Real Estate 679.0 $111K 0.04% NEW $163.57 +7.5%
55 APH Amphenol Corp Class A Technology 629.0 $111K 0.04% NEW $176.32 -53.1%
56 O Realty Income Corp REIT Real Estate 1,785.0 $111K 0.04% NEW $61.96 -1.1%
57 DELL Dell Technologies Inc Cl C Technology 253.0 $109K 0.04% NEW $431.46 +21.4%
58 TD Toronto Dominion Bank Ont Financial Services 882.0 $107K 0.04% NEW $121.43 +0.2%
59 BP BP PLC ADR Energy 2,834.0 $105K 0.04% NEW $36.95 +18.6%
60 XLU State Street Utilities Select Sector SPDR ETF 2,300.0 $104K 0.04% NEW $45.34 -5.0%
Page 3 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%