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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 4 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOO Vanguard 500 Index Fund ETF 1,052.0 $723K 0.28% -202.0 -16.1% $686.81 +3.1%
62 PEP Pepsico Inc Consumer Defensive 5,286.0 $716K 0.28% +114.0 +2.2% $135.40 +1.6%
63 MRK Merck & Co Inc Healthcare 5,509.0 $708K 0.28% +225.0 +4.3% $128.50 +17.0%
64 DFUS DFA Dimensional US Equity Market 8,600.0 $705K 0.28% $81.94 +2.6%
65 NEE Nextera Energy Inc Utilities 7,928.0 $696K 0.28% +936.0 +13.4% $87.77 -4.9%
66 UNP Union Pacific Corp Industrials 2,540.0 $691K 0.27% -35.0 -1.4% $272.00 +6.5%
67 QQQ Invesco Qqq Trust Financial Services 920.0 $677K 0.27% -5.0 -0.5% $736.40 -2.4%
68 PANW Palo Alto Networks Inc Technology 1,836.0 $626K 0.25% $341.02 -2.3%
69 NSC Norfolk Southern Corp Industrials 1,965.0 $618K 0.24% -56.0 -2.8% $314.59 +4.7%
70 USB US Bancorp Financial Services 10,166.0 $614K 0.24% $60.40 +4.9%
71 VOE Vanguard Morningstar Mid-Cap Value ETF 3,000.0 $593K 0.23% $197.60 +5.5%
72 WFC Wells Fargo & CO Financial Services 7,003.0 $579K 0.23% $82.64 +8.9%
73 BHB Bar Harbor Bankshares Financial Services 15,125.0 $571K 0.23% +8K +105.9% $37.76 +7.0%
74 T AT&T Inc Communication Services 26,756.0 $554K 0.22% +2K +7.8% $20.70 +24.0%
75 MCD McDonalds Corp Consumer Cyclical 2,002.0 $541K 0.21% -25.0 -1.2% $270.31 -5.4%
76 CVX Chevron Corporation Energy 3,176.0 $526K 0.21% +275.0 +9.5% $165.76 +25.8%
77 IJH iShares Core S&P Mid-Cap ETF 6,580.0 $507K 0.20% $77.11 -1.6%
78 QCOM Qualcomm Inc Technology 2,742.0 $507K 0.20% +478.0 +21.1% $184.79 -8.7%
79 IDXX Idexx Laboratories Inc Healthcare 950.0 $500K 0.20% -183.0 -16.1% $526.44 +1.7%
80 PFE Pfizer Inc Healthcare 20,600.0 $496K 0.20% +2K +12.7% $24.08 +18.1%
Page 4 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%