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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 6 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LLY Eli Lilly & CO Healthcare 290.0 $348K 0.14% -26.0 -8.2% $1199.43 -4.3%
102 META Meta Platforms Inc Cl A Communication Services 614.0 $346K 0.14% +20.0 +3.4% $563.29 +9.5%
103 KRE SPDR S&P Regional Banking ETF 4,619.0 $346K 0.14% -701.0 -13.2% $74.85 +0.6%
104 HD Home Depot Inc Consumer Cyclical 979.0 $345K 0.14% $352.68 -9.0%
105 LMT Lockheed Martin Corp Industrials 674.0 $343K 0.14% -9.0 -1.3% $509.46 +3.1%
106 IWF iShares Russell 1000 Growth ETF 2,734.0 $339K 0.13% +2K +238.8% $124.17 -0.6%
107 COP Conocophillips Energy 3,205.0 $333K 0.13% -150.0 -4.5% $103.96 +29.1%
108 FDX Fedex Corp Industrials 1,060.0 $332K 0.13% $313.13 +3.0%
109 AVGO Broadcom Inc Technology 870.0 $329K 0.13% $377.75 -5.3%
110 CVS CVS Health Corp Healthcare 3,110.0 $322K 0.13% -100.0 -3.1% $103.45 -6.5%
111 MMM 3M CO Industrials 1,986.0 $322K 0.13% $161.91 +4.1%
112 DFUV DFA Dimensional US Marketwide 5,844.0 $321K 0.13% $55.01 +4.7%
113 BKNG Booking Holdings Inc Consumer Cyclical 1,800.0 $321K 0.13% +2K +2400.0% $178.24 +8.4%
114 EMR Emerson Electric CO Industrials 2,141.0 $306K 0.12% -1K -37.0% $143.15 +6.8%
115 BLK Blackrock Inc Financial Services 317.0 $305K 0.12% -4.0 -1.2% $961.56 +16.7%
116 DE Deere & Co Inc Industrials 456.0 $289K 0.11% $634.33 +9.3%
117 Honeywell International Inc 1,249.0 $280K 0.11% NEW $223.90
118 Honeywell Aerospace Inc 1,249.0 $276K 0.11% NEW $221.08
119 TSM Taiwan Semiconductor Mfg Ltd Technology 576.0 $275K 0.11% NEW $477.57 -10.2%
120 TSLA Tesla Motors Inc Consumer Cyclical 649.0 $273K 0.11% $420.60 -15.8%
Page 6 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%