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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 11 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ADBE Adobe Inc Technology 460.0 $94K 0.04% NEW $205.02 +30.0%
202 STT State Street Corporation Financial Services 550.0 $93K 0.04% NEW $169.60 +14.5%
203 MDT Medtronic PLC Healthcare 1,157.0 $91K 0.04% NEW $78.23 +20.4%
204 VT Vanguard Total World Stock Index 574.0 $90K 0.04% NEW $156.95 +3.0%
205 KRP Kimbell Royalty Partners LP Energy 6,200.0 $90K 0.04% NEW $14.53 +2.4%
206 Dupont De Nemours Inc 663.0 $90K 0.04% NEW $135.64
207 CAH Cardinal Health Inc Healthcare 375.0 $89K 0.04% NEW $237.56 +4.0%
208 ADM Archer Daniels Midland CO Consumer Defensive 1,150.0 $88K 0.04% NEW $76.40 +10.7%
209 PFS Provident Financial Services Inc Financial Services 3,625.0 $86K 0.03% NEW $23.64 +0.3%
210 SYY Sysco Corp Consumer Defensive 1,025.0 $86K 0.03% NEW $83.58 -4.2%
211 MDY SPDR S&P Midcap 400 ETF Trust Financial Services 121.0 $85K 0.03% NEW $703.34 -1.7%
212 XLY SPDR Consumer Discretionary 722.0 $85K 0.03% NEW $117.28 -2.0%
213 WTRG Essential Utilities Inc Utilities 2,174.0 $83K 0.03% NEW $38.31 +8.9%
214 KMI Kinder Morgan Inc Energy 2,603.0 $83K 0.03% NEW $31.97 -1.8%
215 RITM Rithm Capital Corp Real Estate 8,850.0 $83K 0.03% NEW $9.39 +7.3%
216 EXR Extra Space Storage Inc Real Estate 568.0 $83K 0.03% NEW $145.30 -4.2%
217 SHW Sherwin Williams CO Basic Materials 239.0 $82K 0.03% NEW $344.32 -3.1%
218 BX Blackstone Inc Financial Services 690.0 $81K 0.03% NEW $117.67 +15.7%
219 Totalenergies 1,035.0 $80K 0.03% NEW $77.74
220 Fedex Flight Holding Co Inc 529.0 $80K 0.03% NEW $151.00
Page 11 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%