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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 9 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CB Chubb Limited Financial Services 417.0 $142K 0.06% NEW $340.74 +0.2%
162 VAW Vanguard Materials Index Fund 620.0 $142K 0.06% NEW $228.79 +2.9%
163 WPC Wp Carey Inc Real Estate 1,978.0 $141K 0.06% NEW $71.50 -1.6%
164 D Dominion Energy Inc Utilities 2,042.0 $139K 0.06% NEW $68.29 -3.6%
165 CNOB Connectone Bancorp Inc Financial Services 4,075.0 $136K 0.05% NEW $33.44 -3.4%
166 CAC Camden National Corp Financial Services 2,486.0 $135K 0.05% NEW $54.22 +7.3%
167 DVY iShares Select Dividend ETF 861.0 $135K 0.05% NEW $156.30 +5.1%
168 ESGU iShares Esg Aware MSCI USA ETF 807.0 $132K 0.05% NEW $163.67 +3.1%
169 LRCX Lam Research Corp Technology 300.0 $130K 0.05% NEW $433.33 -29.0%
170 MCHP Microchip Technology Inc Technology 1,425.0 $130K 0.05% NEW $91.20 -18.7%
171 VSGX Vanguard Esg International Stock 1,575.0 $130K 0.05% NEW $82.34 +2.5%
172 MO Altria Group Inc Consumer Defensive 1,791.0 $129K 0.05% NEW $71.95 -4.3%
173 CFA Victoryshares US 500 Volatility 1,250.0 $123K 0.05% NEW $98.80 +1.9%
174 PSA Public Storage Inc REIT Real Estate 385.0 $123K 0.05% NEW $318.31 -5.1%
175 PSX Phillips 66 Energy 712.0 $120K 0.05% NEW $169.05 +50.9%
176 ESGV Vanguard Esg US Stock ETF 905.0 $120K 0.05% NEW $132.24 +3.3%
177 SBUX Starbucks Corp Consumer Cyclical 1,164.0 $119K 0.05% NEW $102.19 +2.2%
178 ED Consolidated Edison Inc Utilities 1,060.0 $117K 0.05% NEW $110.63 -3.0%
179 USAC USA Compression Partners LP Energy 4,425.0 $117K 0.05% NEW $26.39 +3.3%
180 SYK Stryker Corporation Healthcare 366.0 $115K 0.04% NEW $314.84 -3.7%
Page 9 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%