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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 10 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GNRC Generac Holdings Inc Industrials 385.0 $113K 0.04% NEW $292.81 -36.0%
182 LIN Linde PLC Basic Materials 215.0 $112K 0.04% NEW $518.94 -8.0%
183 SLB Slb Limited Energy 2,390.0 $111K 0.04% NEW $46.49 +23.7%
184 AMT American Tower Corp REIT Real Estate 679.0 $111K 0.04% NEW $163.57 +7.5%
185 APH Amphenol Corp Class A Technology 629.0 $111K 0.04% NEW $176.32 -53.1%
186 O Realty Income Corp REIT Real Estate 1,785.0 $111K 0.04% NEW $61.96 -1.1%
187 DELL Dell Technologies Inc Cl C Technology 253.0 $109K 0.04% NEW $431.46 +21.4%
188 TD Toronto Dominion Bank Ont Financial Services 882.0 $107K 0.04% NEW $121.43 +0.2%
189 BP BP PLC ADR Energy 2,834.0 $105K 0.04% NEW $36.95 +18.6%
190 XLU State Street Utilities Select Sector SPDR ETF 2,300.0 $104K 0.04% NEW $45.34 -5.0%
191 BDX Becton Dickinson & Company Healthcare 688.0 $104K 0.04% NEW $151.33 +22.1%
192 SCHW Charles Schwab Corporation Financial Services 1,125.0 $104K 0.04% NEW $92.27 +18.4%
193 IBB iShares Biotechnology ETF 539.0 $103K 0.04% NEW $190.19 +11.4%
194 TGT Target Corp Consumer Defensive 780.0 $102K 0.04% NEW $130.61 +25.9%
195 Annaly Capital Management, Inc 4,475.0 $100K 0.04% NEW $22.36
196 SMOG Vaneck Low Carbn Energy ETF 683.0 $100K 0.04% NEW $146.10 -4.3%
197 TJX TJX Companies Inc Consumer Cyclical 652.0 $99K 0.04% NEW $151.50 -12.8%
198 UPS United Parcel Service Inc Cl B Industrials 900.0 $97K 0.04% NEW $107.50 -4.8%
199 HASI Ha Sustainable Infrastructure Financial Services 2,450.0 $96K 0.04% NEW $39.05 -1.8%
200 VTI VANGUARD MRNGSTR TTL STK MKT ETF 255.0 $94K 0.04% NEW $370.04 +2.6%
Page 10 of 27  ·  531 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%