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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 23 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ICLN iShares Global Clean Energy ETF 500.0 $10K 0.00% NEW $20.49 -13.3%
442 SPGI S&P Global Inc Financial Services 25.0 $10K 0.00% NEW $407.28 +8.9%
443 OLN Olin Corp Basic Materials 500.0 $10K 0.00% NEW $19.82 -12.4%
444 TT Trane Technologies Inc Industrials 20.0 $10K 0.00% NEW $491.15 -8.8%
445 STZ Constellation Brands Inc Cl A Consumer Defensive 69.0 $10K 0.00% NEW $139.09 -7.8%
446 PAYC Paycom Software Inc Technology 75.0 $9K 0.00% NEW $125.68 +84.3%
447 CMS Cms Energy Corporation Utilities 121.0 $9K 0.00% NEW $76.50 -10.5%
448 GLPI Gaming And Leisure Properties Inc Real Estate 200.0 $9K 0.00% NEW $44.53 -5.9%
449 SOLS Solstice Advanced Materials Inc. Basic Materials 98.0 $9K 0.00% NEW $88.60 -28.1%
450 ESGD iShares Esg Aware MSCI Eafe ETF 82.0 $8K 0.00% NEW $102.80 +4.4%
451 CME CME Group Inc Cl A Financial Services 38.0 $8K 0.00% NEW $220.84 +27.4%
452 SPIB SPDR Portfolio Intermediate Term 250.0 $8K 0.00% NEW $33.46 -1.6%
453 iShares World Ex US Carbon 144.0 $8K 0.00% NEW $57.66
454 USMV iShares MSCI USA Min Vol Factor 86.0 $8K 0.00% NEW $96.47 +4.5%
455 HESM Hess Midstream Energy 219.0 $8K 0.00% NEW $37.60 +6.1%
456 NFG National Fuel Gas Co Energy 106.0 $8K 0.00% NEW $77.21 +7.9%
457 HYG iShares Iboxx $ High Yield 100.0 $8K 0.00% NEW $79.97 -1.0%
458 TEAM Atlassian Corporation Cl A Technology 100.0 $8K 0.00% NEW $77.79 +143.7%
459 ENB Enbridge Inc Energy 141.0 $8K 0.00% NEW $54.21 -7.6%
460 Block Inc Cl A 100.0 $8K 0.00% NEW $76.00
Page 23 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%