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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 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAC Bank of America Corp Financial Services 5,890.0 $336K 0.10% +221.0 +3.9% $56.98 +9.4%
42 QCOM Qualcomm Inc Com Technology 1,804.0 $333K 0.10% +184.0 +11.4% $184.79 -11.1%
43 NFLX Netflix Inc Com Communication Services 4,625.0 $330K 0.10% +5K +5681.2% $71.40 +14.5%
44 ETN Eaton Corporation PLC Industrials 732.0 $312K 0.09% +29.0 +4.1% $426.12 -5.5%
45 PM Phillip Morris Intl, Inc. Consumer Defensive 1,685.0 $305K 0.09% +31.0 +1.9% $180.91 +6.1%
46 DUK Duke Energy Corp New Utilities 2,375.0 $301K 0.09% +48.0 +2.1% $126.58 -5.0%
47 FTGC First Tr Global Tactical CM 11,041.0 $299K 0.09% +8K +215.5% $27.05 +13.4%
48 UNH UnitedHealth Group Inc Com Healthcare 593.0 $246K 0.07% +7.0 +1.2% $415.63 -5.5%
49 IBIT IShares Bitcoin Trust Financial Services 6,594.0 $220K 0.06% +2K +49.2% $33.29 +31.9%
50 LMT Lockheed Martin Corp Industrials 422.0 $215K 0.06% +7.0 +1.7% $509.46 +10.7%
51 WELL Welltower Inc Real Estate 839.0 $190K 0.06% +39.0 +4.9% $226.97 +4.9%
52 TXN Texas Instrs Inc Com Technology 561.0 $167K 0.05% +31.0 +5.8% $298.07 -13.2%
53 EEM iShares MSCI Emerging Markets ETF 2,430.0 $166K 0.05% +15.0 +0.6% $68.41 -1.9%
54 ETHA Ishares Ethereum Trust ETF Financial Services 13,815.0 $164K 0.05% +6K +87.7% $11.89 +54.5%
55 XLRE Select SEC Real Estate 3,223.0 $142K 0.04% +609.0 +23.3% $44.03 +1.0%
56 PCAR Paccar Inc Industrials 1,095.0 $132K 0.04% +39.0 +3.7% $120.12 +4.3%
57 MS Morgan Stanley Dean Witter Financial Services 627.0 $131K 0.04% +59.0 +10.4% $209.04 +2.7%
58 PLTR Palantir Technologies Inc CL A Technology 1,080.0 $126K 0.04% +315.0 +41.2% $116.67 +59.7%
59 PFE Pfizer Inc Com Healthcare 4,895.0 $118K 0.03% +265.0 +5.7% $24.08 +16.1%
60 IWN iShares Russell 2000 Value ETF 527.0 $117K 0.03% +77.0 +17.1% $221.20 +0.9%
Page 3 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%