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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 8 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RSP Invesco S&P 500 Equal Weight ETF 975.0 $207K 0.08% NEW $212.77 +2.9%
142 F Ford Motor CO Consumer Cyclical 14,250.0 $198K 0.08% $13.90 +5.2%
143 MDLZ Mondelez International Inc Consumer Defensive 3,422.0 $198K 0.08% NEW $57.84 +5.9%
144 ET Energy Transfer LP Energy 10,138.0 $194K 0.08% NEW $19.12 +12.4%
145 CMCSA Comcast Corporation Cl A Communication Services 7,883.0 $194K 0.08% -95.0 -1.2% $24.55 +7.9%
146 SPYX SPDR S&P 500 Fossil Fuel 3,130.0 $191K 0.07% NEW $61.10 +3.3%
147 PNC PNC Financial Services Group Inc Financial Services 753.0 $185K 0.07% -210.0 -21.8% $246.22 -0.3%
148 TEVA Teva Pharmaceutical Industries Healthcare 5,380.0 $182K 0.07% NEW $33.88 +7.3%
149 COST Costco Wholesale Corporation Consumer Defensive 194.0 $181K 0.07% NEW $935.47 -2.1%
150 CAT Caterpillar Inc Industrials 170.0 $181K 0.07% NEW $1064.90 -23.6%
151 GLW Corning Inc Technology 700.0 $179K 0.07% NEW $255.43 -39.6%
152 ZBH Zimmer Biomet Holdings Inc Healthcare 2,000.0 $172K 0.07% NEW $86.09 +13.9%
153 IEFA iShares Core MSCI Eafe ETF 1,714.0 $166K 0.07% NEW $96.58 +4.7%
154 SMH Vaneck Semiconductor ETF 244.0 $160K 0.06% NEW $655.89 -13.6%
155 DHR Danaher Corp Healthcare 839.0 $160K 0.06% NEW $190.48 +9.0%
156 YUM Yum Brands Inc Consumer Cyclical 972.0 $155K 0.06% NEW $159.86 -5.7%
157 KR Kroger CO Consumer Defensive 2,797.0 $155K 0.06% $55.53 +5.5%
158 LOW Lowes Cos Inc Consumer Cyclical 701.0 $155K 0.06% NEW $220.49 -7.3%
159 TM Toyota Motor Corp Sponsored ADR Consumer Cyclical 910.0 $153K 0.06% NEW $168.42 +17.0%
160 WM Waste Management Inc Industrials 675.0 $150K 0.06% NEW $222.88 -1.7%
Page 8 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%