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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 7 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMGN Amgen Inc Healthcare 720.0 $261K 0.10% $362.12 +20.7%
122 IYW iShares US Technology ETF 1,010.0 $255K 0.10% NEW $252.23 +0.4%
123 PWR Quanta Services Inc Industrials 350.0 $252K 0.10% NEW $720.04 -13.3%
124 COF Capital One Financial Corp Financial Services 1,235.0 $248K 0.10% $200.62 +9.5%
125 EFAX SPDR MSCI Eafe Fossil Fuel 4,570.0 $247K 0.10% $54.12 +3.4%
126 IWM iShares Russell 2000 Index 823.0 $247K 0.10% NEW $300.45 -1.5%
127 WDAY Workday Inc Cl A Technology 2,000.0 $245K 0.10% $122.42 +59.9%
128 XLE SPDR Energy Select Sector Fund 4,510.0 $240K 0.10% +666.0 +17.3% $53.11 +20.6%
129 ELV Elevance Health Inc Healthcare 618.0 $239K 0.09% NEW $386.73 +5.4%
130 VYM Vanguard High Dividend Yield Index ETF 1,511.0 $239K 0.09% NEW $158.03 +3.9%
131 PPG Ppg Industries Inc Basic Materials 1,934.0 $235K 0.09% $121.29 -7.2%
132 DFAT Dimensional US Targeted Value 3,286.0 $230K 0.09% $69.90 +2.7%
133 TXN Texas Instruments Inc Technology 765.0 $228K 0.09% NEW $298.07 -13.3%
134 BSCW Invesco Bulletshares 2032 10,963.0 $225K 0.09% NEW $20.51 -1.9%
135 ADP Automatic Data Processing Inc Industrials 995.0 $223K 0.09% $223.95 +24.0%
136 IWD iShares Russell 1000 Value ETF 902.0 $219K 0.09% NEW $242.43 +6.3%
137 GILD Gilead Sciences Inc Healthcare 1,700.0 $215K 0.09% $126.34 +19.5%
138 GSK Gsk PLC ADR Healthcare 4,043.0 $212K 0.08% $52.42 -4.8%
139 KMB Kimberly-Clark Corp Consumer Defensive 1,913.0 $210K 0.08% NEW $109.77 -4.4%
140 IWP iShares Russell Mid-Cap Growth 1,433.0 $210K 0.08% NEW $146.41 -4.6%
Page 7 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%