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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 9 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MHD Blackrock Muniholdings Fund Financial Services 3,535.0 $42K 0.02% NEW $11.90 -5.7%
162 EFV iShares MSCI Eafe Value ETF 540.0 $41K 0.02% NEW $76.55 +8.4%
163 CTAS Cintas Corp Industrials 232.0 $39K 0.02% NEW $170.08 +17.9%
164 EOG Eog Resources Inc Energy 300.0 $39K 0.01% NEW $129.73 +11.9%
165 VISN Vistance Networks Inc Technology 3,000.0 $38K 0.01% NEW $12.78 -49.9%
166 MUB iShares National Muni Bond ETF 355.0 $38K 0.01% NEW $107.62 -3.3%
167 ALL Allstate Corporation Financial Services 160.0 $38K 0.01% NEW $237.94 +9.1%
168 BXSL Blackstone Secured Lending Fund Financial Services 1,600.0 $38K 0.01% NEW $23.71 +4.3%
169 NVCR Novocure Ltd Healthcare 2,500.0 $38K 0.01% NEW $15.15 +18.4%
170 WBD Warner Bros Discovery Inc Ser A Communication Services 1,413.0 $38K 0.01% NEW $26.66 +6.0%
171 EMXC iShares MSCI Emerging Markets Ex 365.0 $37K 0.01% NEW $102.30 -1.2%
172 HAS Hasbro Inc Consumer Cyclical 450.0 $37K 0.01% NEW $82.59 +12.0%
173 CPK Chesapeake Utilities Corp Utilities 300.0 $37K 0.01% NEW $122.48 +8.3%
174 Pagaya Technologies Ltd. Class A 2,000.0 $36K 0.01% NEW $18.25
175 DSI iShares Esg MSCI Kld 400 ETF 256.0 $36K 0.01% NEW $142.39 +3.5%
176 XEL Xcel Energy Inc Utilities 452.0 $36K 0.01% NEW $80.30 -5.7%
177 KSS Kohls Corp Consumer Cyclical 2,000.0 $35K 0.01% NEW $17.72 +9.7%
178 ATO Atmos Energy Corp Utilities 205.0 $35K 0.01% NEW $172.27 -2.7%
179 SLF Sun Life Financial Incorporated Financial Services 444.0 $35K 0.01% NEW $78.42 +3.3%
180 OTIS Otis Worldwide Corporation Industrials 481.0 $34K 0.01% NEW $71.60 -0.5%
Page 9 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%