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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 5 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDY SPDR S&P Midcap 400 ETF Trust Financial Services 121.0 $85K 0.03% NEW $703.34 -1.7%
82 XLY SPDR Consumer Discretionary 722.0 $85K 0.03% NEW $117.28 -2.0%
83 WTRG Essential Utilities Inc Utilities 2,174.0 $83K 0.03% NEW $38.31 +8.9%
84 KMI Kinder Morgan Inc Energy 2,603.0 $83K 0.03% NEW $31.97 -1.8%
85 RITM Rithm Capital Corp Real Estate 8,850.0 $83K 0.03% NEW $9.39 +7.3%
86 EXR Extra Space Storage Inc Real Estate 568.0 $83K 0.03% NEW $145.30 -4.2%
87 SHW Sherwin Williams CO Basic Materials 239.0 $82K 0.03% NEW $344.32 -3.1%
88 BX Blackstone Inc Financial Services 690.0 $81K 0.03% NEW $117.67 +15.7%
89 Totalenergies 1,035.0 $80K 0.03% NEW $77.74
90 Fedex Flight Holding Co Inc 529.0 $80K 0.03% NEW $151.00
91 CARR Carrier Global Corporation Industrials 1,071.0 $79K 0.03% NEW $73.35 -18.6%
92 GIS General Mills Inc Consumer Defensive 2,250.0 $78K 0.03% NEW $34.80 +10.0%
93 DRIV Global X Autonomous & Electric 2,000.0 $77K 0.03% NEW $38.57 -9.9%
94 LNT Alliant Energy Corp Utilities 1,011.0 $77K 0.03% NEW $76.29 -10.9%
95 XBI SPDR S&P Biotech ETF 482.0 $76K 0.03% NEW $158.25 +3.5%
96 SCHD Schwab US Dividend Equity ETF 2,375.0 $75K 0.03% NEW $31.71 +9.7%
97 DUK Duke Energy Corp Utilities 588.0 $74K 0.03% NEW $126.58 -5.0%
98 BEPC Brookfield Renewable Corp Utilities 2,000.0 $74K 0.03% NEW $37.12 -14.5%
99 TRV Travelers Companies Inc Financial Services 223.0 $74K 0.03% NEW $330.12 +11.9%
100 ITW Illinois Tool Works Inc Industrials 269.0 $73K 0.03% NEW $270.47 -0.1%
Page 5 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%