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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 4 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BDX Becton Dickinson & Company Healthcare 688.0 $104K 0.04% NEW $151.33 +22.1%
62 SCHW Charles Schwab Corporation Financial Services 1,125.0 $104K 0.04% NEW $92.27 +18.4%
63 IBB iShares Biotechnology ETF 539.0 $103K 0.04% NEW $190.19 +11.4%
64 TGT Target Corp Consumer Defensive 780.0 $102K 0.04% NEW $130.61 +25.9%
65 Annaly Capital Management, Inc 4,475.0 $100K 0.04% NEW $22.36
66 SMOG Vaneck Low Carbn Energy ETF 683.0 $100K 0.04% NEW $146.10 -4.3%
67 TJX TJX Companies Inc Consumer Cyclical 652.0 $99K 0.04% NEW $151.50 -12.8%
68 UPS United Parcel Service Inc Cl B Industrials 900.0 $97K 0.04% NEW $107.50 -4.8%
69 HASI Ha Sustainable Infrastructure Financial Services 2,450.0 $96K 0.04% NEW $39.05 -1.8%
70 VTI VANGUARD MRNGSTR TTL STK MKT ETF 255.0 $94K 0.04% NEW $370.04 +2.6%
71 ADBE Adobe Inc Technology 460.0 $94K 0.04% NEW $205.02 +30.0%
72 STT State Street Corporation Financial Services 550.0 $93K 0.04% NEW $169.60 +14.5%
73 MDT Medtronic PLC Healthcare 1,157.0 $91K 0.04% NEW $78.23 +20.4%
74 VT Vanguard Total World Stock Index 574.0 $90K 0.04% NEW $156.95 +3.0%
75 KRP Kimbell Royalty Partners LP Energy 6,200.0 $90K 0.04% NEW $14.53 +2.4%
76 Dupont De Nemours Inc 663.0 $90K 0.04% NEW $135.64
77 CAH Cardinal Health Inc Healthcare 375.0 $89K 0.04% NEW $237.56 +4.0%
78 ADM Archer Daniels Midland CO Consumer Defensive 1,150.0 $88K 0.04% NEW $76.40 +10.7%
79 PFS Provident Financial Services Inc Financial Services 3,625.0 $86K 0.03% NEW $23.64 +0.3%
80 SYY Sysco Corp Consumer Defensive 1,025.0 $86K 0.03% NEW $83.58 -4.2%
Page 4 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%