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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 15 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EMN Eastman Chemical CO Basic Materials 683.0 $46K 0.02% NEW $66.98 +6.3%
282 Expand Energy Corp 501.0 $46K 0.02% NEW $91.19
283 VBR Vanguard Index Fds Morningstar Sm-Cp Val ETF 188.0 $46K 0.02% NEW $242.99 +1.7%
284 IVE iShares S&P 500 Value ETF 200.0 $45K 0.02% NEW $227.06 +4.3%
285 MET Metlife Inc Financial Services 532.0 $45K 0.02% NEW $84.61 +15.4%
286 PDN Invesco Rafi Developed Markets 984.0 $44K 0.02% NEW $44.98 +6.4%
287 EXC Exelon Corp Utilities 947.0 $44K 0.02% NEW $46.62 -6.4%
288 FYX First Trust Small Cap Core 300.0 $43K 0.02% NEW $144.30 -1.3%
289 PSI Invesco Semiconductors ETF 228.0 $43K 0.02% NEW $187.82 -27.6%
290 DOC Healthpeak Properties Inc Real Estate 2,000.0 $43K 0.02% NEW $21.40 -3.5%
291 NEM Newmont Corporation Basic Materials 452.0 $42K 0.02% NEW $93.40 +37.1%
292 MHD Blackrock Muniholdings Fund Financial Services 3,535.0 $42K 0.02% NEW $11.90 -5.7%
293 EFV iShares MSCI Eafe Value ETF 540.0 $41K 0.02% NEW $76.55 +8.4%
294 CTAS Cintas Corp Industrials 232.0 $39K 0.02% NEW $170.08 +17.9%
295 EOG Eog Resources Inc Energy 300.0 $39K 0.01% NEW $129.73 +11.9%
296 VISN Vistance Networks Inc Technology 3,000.0 $38K 0.01% NEW $12.78 -49.9%
297 MUB iShares National Muni Bond ETF 355.0 $38K 0.01% NEW $107.62 -3.3%
298 ALL Allstate Corporation Financial Services 160.0 $38K 0.01% NEW $237.94 +9.1%
299 BXSL Blackstone Secured Lending Fund Financial Services 1,600.0 $38K 0.01% NEW $23.71 +4.3%
300 NVCR Novocure Ltd Healthcare 2,500.0 $38K 0.01% NEW $15.15 +18.4%
Page 15 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%