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Portfolio (Quarterly) Guide ↗

FIRST UNITED BANK & TRUST

· CIK 0001214183
13F Portfolio $313M AUM 557 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 71 Added 122 Reduced 32 Exited
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE Nextera Energy Inc Utilities 8,828.0 $709K 0.23% +440.0 +5.2% $80.28 +8.1%
42 NOW Servicenow Inc Technology 4,625.0 $709K 0.23% +4K +402.7% $153.19 -38.0%
43 TIP iShares TIPS Bond ETF 6,427.0 $706K 0.23% +119.0 +1.9% $109.91 -0.5%
44 PKG Packaging Corp of America Consumer Cyclical 3,377.0 $696K 0.22% +360.0 +11.9% $206.23 +11.1%
45 ET LP Energy Transfer Eq Energy 39,936.0 $659K 0.21% +780.0 +2.0% $16.49 +13.7%
46 TFC Truist Finl Corp Com Financial Services 12,843.0 $632K 0.20% +5K +68.2% $49.21 -1.8%
47 NXST Nexstar Media Grop Communication Services 3,095.0 $628K 0.20% +565.0 +22.3% $203.05 -19.2%
48 NOC Northrop Grumman Corp Industrials 1,058.0 $603K 0.19% +140.0 +15.2% $570.21 -8.5%
49 GL Globe Life Inc Ordinary Shares Financial Services 4,265.0 $597K 0.19% +485.0 +12.8% $139.86 +22.1%
50 VCIT Vanguard Scottsdale FDS Int-Term Corp 6,716.0 $562K 0.18% +621.0 +10.2% $83.75 -1.5%
51 GPC Genuine Parts Co Consumer Cyclical 4,358.0 $536K 0.17% +185.0 +4.4% $122.96 -11.6%
52 DIS Disney Walt Co Com Disney Communication Services 4,698.0 $534K 0.17% +110.0 +2.4% $113.77 -8.7%
53 VGK Vanguard Intl Equity Index Fftse Europe ETF 6,010.0 $502K 0.16% +2K +34.1% $83.61 +5.6%
54 XLY Consumer Discretionary Sector SPDR 3,200.0 $382K 0.12% +2K +100.0% $119.41 -1.9%
55 NUE Nucor Corp Basic Materials 2,147.0 $350K 0.11% +800.0 +59.4% $163.11 +49.5%
56 DHI D R Horton Inc Consumer Cyclical 2,386.0 $344K 0.11% +1K +75.3% $144.03 +9.6%
57 RJF Raymond James Financial, Inc. Ordinary Shares Financial Services 2,130.0 $342K 0.11% +305.0 +16.7% $160.59 -2.9%
58 IYT iShares Transportation Avg ETF 4,518.0 $337K 0.11% +700.0 +18.3% $74.51 +12.7%
59 XLU Utilities Sector SPDR 7,865.0 $336K 0.11% +4K +98.5% $42.69 +4.8%
60 VSGX Vanguard ESG Intl ETF 4,365.0 $313K 0.10% +2K +53.5% $71.62 +16.6%
Page 3 of 4  ·  71 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 30.0%
Technology 23.8%
Healthcare 9.1%
Consumer Cyclical 8.3%
Industrials 7.4%
Communication Services 7.1%
Consumer Defensive 5.1%
Energy 3.8%
Utilities 3.4%
Real Estate 1.1%