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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 8 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNDA Sonida Senior Living Inc Healthcare 1,237.0 $50K 0.02% NEW $40.80 -7.6%
142 ANET Arista Networks Inc Technology 295.0 $50K 0.02% NEW $169.88 +14.1%
143 CRWD Crowdstrike Holdings Inc Cl A Technology 65.0 $50K 0.02% NEW $190.78 +11.7%
144 WEC Wec Energy Group Inc Utilities 421.0 $49K 0.02% NEW $116.77 -9.3%
145 ALGM Allegro Microsystems Inc Technology 700.0 $49K 0.02% NEW $69.62 -47.4%
146 TMO Thermo Fisher Scientific Inc Healthcare 95.0 $48K 0.02% NEW $501.36 +22.4%
147 FBP First Bancorp Financial Services 1,825.0 $48K 0.02% NEW $26.07 +9.4%
148 PFF iShares Preferred & Income 1,527.0 $47K 0.02% NEW $30.49 -0.4%
149 BIL SPDR Bloomberg 1-3 Month T-Bill 500.0 $46K 0.02% NEW $91.64 -0.2%
150 EMN Eastman Chemical CO Basic Materials 683.0 $46K 0.02% NEW $66.98 +6.3%
151 Expand Energy Corp 501.0 $46K 0.02% NEW $91.19
152 VBR Vanguard Index Fds Morningstar Sm-Cp Val ETF 188.0 $46K 0.02% NEW $242.99 +1.7%
153 IVE iShares S&P 500 Value ETF 200.0 $45K 0.02% NEW $227.06 +4.3%
154 MET Metlife Inc Financial Services 532.0 $45K 0.02% NEW $84.61 +15.4%
155 PDN Invesco Rafi Developed Markets 984.0 $44K 0.02% NEW $44.98 +6.4%
156 EXC Exelon Corp Utilities 947.0 $44K 0.02% NEW $46.62 -6.4%
157 FYX First Trust Small Cap Core 300.0 $43K 0.02% NEW $144.30 -1.3%
158 PSI Invesco Semiconductors ETF 228.0 $43K 0.02% NEW $187.82 -27.6%
159 DOC Healthpeak Properties Inc Real Estate 2,000.0 $43K 0.02% NEW $21.40 -3.5%
160 NEM Newmont Corporation Basic Materials 452.0 $42K 0.02% NEW $93.40 +37.1%
Page 8 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%