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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 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM Exxon Mobil Corp Energy 18,610.0 $2.5M 1.00% -478.0 -2.5% $136.72 +16.6%
2 GOOGL Alphabet Inc Cl A Communication Services 6,984.0 $2.5M 0.98% -211.0 -2.9% $357.37 -5.3%
3 GOOG Alphabet Inc Cl C 5,517.0 $1.9M 0.77% -82.0 -1.5% $353.33
4 GE GE Aerospace Industrials 4,404.0 $1.6M 0.65% -92.0 -2.0% $373.73 -9.8%
5 NVDA Nvidia Corporation Technology 7,188.0 $1.4M 0.57% -59.0 -0.8% $200.09 +15.1%
6 GEV GE Vernova Inc Utilities 1,138.0 $1.3M 0.53% -65.0 -5.4% $1174.86 -19.8%
7 AMD Advanced Micro Devices Inc Technology 2,102.0 $1.2M 0.48% -27.0 -1.3% $580.91 -17.8%
8 Berkshire Hathaway Inc Class B 2,435.0 $1.2M 0.48% -62.0 -2.5% $500.39
9 RTX Rtx Corporation Industrials 6,077.0 $1.2M 0.46% -142.0 -2.3% $189.73 +5.8%
10 VIG Vanguard Dividend Appreciation 3,920.0 $928K 0.37% -158.0 -3.9% $236.62 +2.3%
11 VDE Vanguard Energy ETF 5,796.0 $870K 0.34% -930.0 -13.8% $150.13 +20.3%
12 VNQ Vanguard Real Estate Index Fund 7,643.0 $737K 0.29% -130.0 -1.7% $96.43 -0.4%
13 VOO Vanguard 500 Index Fund ETF 1,052.0 $723K 0.28% -202.0 -16.1% $686.81 +3.1%
14 UNP Union Pacific Corp Industrials 2,540.0 $691K 0.27% -35.0 -1.4% $272.00 +6.5%
15 QQQ Invesco Qqq Trust Financial Services 920.0 $677K 0.27% -5.0 -0.5% $736.40 -2.4%
16 NSC Norfolk Southern Corp Industrials 1,965.0 $618K 0.24% -56.0 -2.8% $314.59 +4.7%
17 MCD McDonalds Corp Consumer Cyclical 2,002.0 $541K 0.21% -25.0 -1.2% $270.31 -5.4%
18 IDXX Idexx Laboratories Inc Healthcare 950.0 $500K 0.20% -183.0 -16.1% $526.44 +1.7%
19 ADI Analog Devices Inc Technology 1,223.0 $486K 0.19% -20.0 -1.6% $397.17 -8.8%
20 XLB SPDR Materials Select Sector 9,210.0 $468K 0.18% -80.0 -0.9% $50.83 +3.2%
Page 1 of 2  ·  35 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%