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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 17 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DVN Devon Energy Corp Energy 755.0 $31K 0.01% NEW $41.32 +16.3%
322 QQQX Nuveen Nasdaq 100 Dynamic Financial Services 1,025.0 $31K 0.01% NEW $30.14 +1.6%
323 VOT Vanguard Morningstar Mid-Cap Growth ETF 100.0 $31K 0.01% NEW $306.30 -2.0%
324 AIZ Assurant Inc Financial Services 114.0 $31K 0.01% NEW $268.53 +6.4%
325 HPE Hewlett Packard Enterprise CO Technology 666.0 $30K 0.01% NEW $45.11 +15.3%
326 VPG Vishay Precision Group Inc Technology 200.0 $30K 0.01% NEW $149.91 -58.0%
327 ES Eversource Energy Utilities 414.0 $30K 0.01% NEW $72.27 -1.7%
328 PAGP Plains Gp Holdings Energy 1,230.0 $30K 0.01% NEW $24.27 +14.9%
329 AIG American International Group Inc Financial Services 400.0 $30K 0.01% NEW $74.53 +2.3%
330 WAT Waters Corp Healthcare 79.0 $30K 0.01% NEW $375.04 +9.2%
331 DTE Dte Energy CO Utilities 193.0 $29K 0.01% NEW $152.37 -10.7%
332 VBK Vanguard Index FDS Morningstar SM CP GR ETF 77.0 $28K 0.01% NEW $365.70 -4.4%
333 EXPE Expedia Group Inc Consumer Cyclical 110.0 $28K 0.01% NEW $255.88 +16.5%
334 SJNK SPDR Bloomberg Short Term High 1,110.0 $28K 0.01% NEW $25.03 -1.3%
335 EFG iShares MSCI Eafe Growth ETF 219.0 $27K 0.01% NEW $124.42 +0.1%
336 EPR Epr Properties Real Estate 465.0 $27K 0.01% NEW $58.01 +3.4%
337 USXF iShares Esg Advanced MSCI USA 388.0 $27K 0.01% NEW $69.45 -1.5%
338 TNL Travel Plus Leisure CO Consumer Cyclical 350.0 $27K 0.01% NEW $76.43 -13.2%
339 ARE Alexandria Real Estate Equities Inc. Real Estate 500.0 $26K 0.01% NEW $52.85 -0.4%
340 EIPI First Trust Energy Income 1,205.0 $26K 0.01% NEW $21.84 +4.5%
Page 17 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%