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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 16 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WBD Warner Bros Discovery Inc Ser A Communication Services 1,413.0 $38K 0.01% NEW $26.66 +6.0%
302 EMXC iShares MSCI Emerging Markets Ex 365.0 $37K 0.01% NEW $102.30 -1.2%
303 HAS Hasbro Inc Consumer Cyclical 450.0 $37K 0.01% NEW $82.59 +12.0%
304 CPK Chesapeake Utilities Corp Utilities 300.0 $37K 0.01% NEW $122.48 +8.3%
305 Pagaya Technologies Ltd. Class A 2,000.0 $36K 0.01% NEW $18.25
306 DSI iShares Esg MSCI Kld 400 ETF 256.0 $36K 0.01% NEW $142.39 +3.5%
307 XEL Xcel Energy Inc Utilities 452.0 $36K 0.01% NEW $80.30 -5.7%
308 KSS Kohls Corp Consumer Cyclical 2,000.0 $35K 0.01% NEW $17.72 +9.7%
309 ATO Atmos Energy Corp Utilities 205.0 $35K 0.01% NEW $172.27 -2.7%
310 SLF Sun Life Financial Incorporated Financial Services 444.0 $35K 0.01% NEW $78.42 +3.3%
311 OTIS Otis Worldwide Corporation Industrials 481.0 $34K 0.01% NEW $71.60 -0.5%
312 JCI Johnson Controls International Industrials 232.0 $34K 0.01% NEW $146.11 -0.8%
313 NKE Nike Inc Cl B Consumer Cyclical 815.0 $33K 0.01% NEW $41.05 -6.5%
314 CSX CSX Corp Industrials 700.0 $33K 0.01% NEW $47.53 +4.0%
315 VCIT Vanguard Intermediate-Term 397.0 $33K 0.01% NEW $82.65 -2.6%
316 Q Qnity Electronics Technology 198.0 $32K 0.01% NEW $163.31 -26.2%
317 VGK Vanguard Ftse European ETF 364.0 $32K 0.01% NEW $88.54 +3.6%
318 UBS UBS Group Ag Shs Financial Services 647.0 $32K 0.01% NEW $49.58 +11.7%
319 MUNI PIMCO Intermediate Municipal 599.0 $32K 0.01% NEW $52.60 -2.8%
320 CACI Caci International Inc Cl A Technology 68.0 $32K 0.01% NEW $463.26 +34.6%
Page 16 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%