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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 24 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MRVL Marvell Technology Inc Technology 25.0 $7K 0.00% NEW $297.88 -25.0%
462 OMC Omnicom Group Communication Services 98.0 $7K 0.00% NEW $72.83 +13.4%
463 FELC Fidelity Enhanced Large Cap Core 165.0 $7K 0.00% NEW $41.91 +4.8%
464 FLOT iShares Floating Rate Bond ETF 135.0 $7K 0.00% NEW $51.05 -0.3%
465 SHY iShares 1-3 Year Treasury Bond 83.0 $7K 0.00% NEW $82.11 -0.5%
466 HBAN Huntington Bancshares Inc Financial Services 375.0 $7K 0.00% NEW $17.73 -4.0%
467 XPH SPDR S&P Pharmaceuticals ETF 100.0 $7K 0.00% NEW $66.27 +7.0%
468 VIXY Proshares Vix Short-Term Futures Financial Services 300.0 $6K 0.00% NEW $21.29 -20.2%
469 CPB The Campbell's Company Consumer Defensive 285.0 $6K 0.00% NEW $22.27 -4.0%
470 iShares iBonds Dec 2027 Term 281.0 $6K 0.00% NEW $22.37
471 CEG Constellation Energy Corp Utilities 25.0 $6K 0.00% NEW $248.36 +20.4%
472 ORCL Oracle Corp Technology 40.0 $6K 0.00% NEW $146.55 +8.4%
473 SYF Synchrony Financial Financial Services 77.0 $6K 0.00% NEW $76.05 +5.1%
474 MSI Motorola Solutions Inc Technology 14.0 $6K 0.00% NEW $415.29 +12.7%
475 IEF iShares 7-10 Year Treasury Bond 61.0 $6K 0.00% NEW $94.57 -2.5%
476 TSN Tyson Foods Inc Cl A Consumer Defensive 100.0 $6K 0.00% NEW $57.25 -10.2%
477 CSGP Costar Group Inc Real Estate 200.0 $6K 0.00% NEW $28.32 +9.1%
478 ICE Intercontinental Exchange Inc Financial Services 45.0 $6K 0.00% NEW $123.11 +31.0%
479 TU Telus Corp Communication Services 500.0 $5K 0.00% NEW $10.57 -8.5%
480 TLT iShares Tr 20 Yr Tr Bd ETF 55.0 $5K 0.00% NEW $86.42 -4.9%
Page 24 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%