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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 2 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLF SPDR Financial Select Sector ETF 43,839.0 $2.4M 0.93% +5K +12.9% $53.61 +8.4%
22 DGRO iShares Core Dividend Growth ETF 29,678.0 $2.2M 0.89% +3K +12.7% $75.79 +4.4%
23 VOX Vanguard Communication Services 12,056.0 $2.2M 0.88% $183.95 +2.7%
24 XLV SPDR Health Care Select Sector 13,660.0 $2.2M 0.85% $158.66 +8.1%
25 JNJ Johnson & Johnson Healthcare 8,272.0 $2.1M 0.83% +238.0 +3.0% $253.97 +8.4%
26 ETN Eaton Corp PLC Industrials 4,821.0 $2.1M 0.81% $426.12 -3.6%
27 SPY State Street SPDR S&P 500 ETF Financial Services 2,714.0 $2.0M 0.80% $746.77 +3.1%
28 VCR Vanguard Consumer Discretionary 5,035.0 $2.0M 0.79% +1K +24.8% $396.61 -2.3%
29 GOOG Alphabet Inc Cl C 5,517.0 $1.9M 0.77% -82.0 -1.5% $353.33
30 JPM JPMorgan Chase & CO Financial Services 5,514.0 $1.8M 0.71% +336.0 +6.5% $327.33 +9.6%
31 VGSH Vanguard Short-Term Treasury 30,020.0 $1.7M 0.69% +603.0 +2.0% $58.20 -0.5%
32 VUG VANGUARD INDEX FDS MORNINGSTAR GROWTH ETF 19,807.0 $1.7M 0.67% +17K +521.3% $86.14 +2.7%
33 XLI SPDR Industrial Select Sector 9,086.0 $1.7M 0.66% $185.23 -5.4%
34 GE GE Aerospace Industrials 4,404.0 $1.6M 0.65% -92.0 -2.0% $373.73 -9.8%
35 VPU Vanguard Utilities Index ETF 8,331.0 $1.6M 0.64% +3K +53.4% $195.73 -4.8%
36 V Visa Inc Cl A Financial Services 4,516.0 $1.5M 0.61% $343.09 +9.3%
37 AFL Aflac Inc Financial Services 12,746.0 $1.5M 0.59% $117.25 -0.0%
38 IVOO Vanguard S&P Mid-Cap 400 Index 11,363.0 $1.5M 0.58% $130.40 -1.5%
39 NVDA Nvidia Corporation Technology 7,188.0 $1.4M 0.57% -59.0 -0.8% $200.09 +15.1%
40 GEV GE Vernova Inc Utilities 1,138.0 $1.3M 0.53% -65.0 -5.4% $1174.86 -19.8%
Page 2 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%