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Portfolio (Quarterly) Guide ↗

FIRST UNITED BANK & TRUST

· CIK 0001214183
13F Portfolio $348M AUM 589 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 47 New 89 Added 137 Reduced 21 Exited
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ Verizon Communications Communication Services 30,222.0 $1.3M 0.37% +2K +8.9% $42.34 +18.3%
22 TIP iShares TIPS Bond ETF 10,852.0 $1.2M 0.34% +4K +68.8% $109.43 -2.3%
23 PMIO PGIM Municipal Income Opportunities ETF 22,760.0 $1.2M 0.33% +11K +88.5% $51.09 -1.5%
24 MCHP Microchip Technology Inc. Com Technology 12,153.0 $1.1M 0.32% +818.0 +7.2% $91.20 -20.0%
25 FBCG Fidelity Covington Trust Blue Chip Growth Etf 17,811.0 $1.1M 0.32% +14K +405.1% $62.11 -0.5%
26 LLY Lilly Eli & Co Com Healthcare 905.0 $1.1M 0.31% +10.0 +1.1% $1199.43 -2.2%
27 TSLA Tesla Inc Com Consumer Cyclical 2,454.0 $1.0M 0.30% +239.0 +10.8% $420.60 -17.1%
28 KLAC KLA-Tencor Corp Technology 3,240.0 $978K 0.28% +3K +887.8% $301.71 -41.8%
29 MCK McKesson Corp Com Healthcare 1,112.0 $840K 0.24% +37.0 +3.4% $755.60 +18.2%
30 ET LP Energy Transfer Eq Energy 41,310.0 $790K 0.23% +1K +3.4% $19.12 +11.5%
31 META Facebook Communication Services 1,287.0 $725K 0.21% +117.0 +10.0% $563.29 +2.6%
32 VCIT Vanguard Scottsdale FDS Int-Term Corp 8,554.0 $707K 0.20% +2K +27.4% $82.65 -1.8%
33 VEA Vanguard Europe Pacific ETF 9,783.0 $697K 0.20% +2K +22.1% $71.25 +2.5%
34 AUB Atlantic Union Bankshares Corp Ordinary Shares Financial Services 14,052.0 $595K 0.17% +14K +5104.4% $42.31 -3.9%
35 NOC Northrop Grumman Corp Industrials 1,093.0 $557K 0.16% +35.0 +3.3% $509.31 +7.1%
36 IGSB iShares 1-3 Yr Cr Bd ETF 10,320.0 $541K 0.16% +3K +35.8% $52.41 -0.6%
37 TJX TJX Cos Inc New Consumer Cyclical 3,326.0 $504K 0.14% +3K +321.0% $151.50 -10.8%
38 NUE Nucor Corp Basic Materials 2,258.0 $503K 0.14% +111.0 +5.2% $222.75 +12.5%
39 AVGO Broadcom Inc Nvp Technology 1,285.0 $485K 0.14% +125.0 +10.8% $377.75 -2.4%
40 VSGX Vanguard ESG Intl ETF 4,531.0 $373K 0.11% +166.0 +3.8% $82.34 +1.3%
Page 2 of 5  ·  89 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 31.7%
Technology 23.0%
Healthcare 8.3%
Consumer Cyclical 8.1%
Industrials 6.8%
Communication Services 6.1%
Consumer Defensive 5.2%
Energy 4.6%
Utilities 4.2%
Basic Materials 1.1%