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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMB iShares Tr JP Mor Em Mk ETF 1,177.0 $114K 0.03% +420.0 +55.5% $96.44 -1.6%
62 AEP American Elec Pwr Inc Com Utilities 802.0 $110K 0.03% +44.0 +5.8% $136.81 -10.6%
63 BLK Blackrock Funding Inc Ordinary Shares Financial Services 105.0 $101K 0.03% +15.0 +16.7% $961.56 +21.1%
64 V VISA Inc Financial Services 287.0 $98K 0.03% +60.0 +26.4% $343.09 +11.2%
65 XLE Energy Sector SPDR 1,806.0 $96K 0.03% +604.0 +50.2% $53.11 +18.0%
66 XLV Select Sector SPDR Tr SBI Healthcare 581.0 $92K 0.03% +219.0 +60.5% $158.66 +7.9%
67 BKNG Booking Hldgs Inc Consumer Cyclical 475.0 $85K 0.02% +456.0 +2400.0% $178.24 +15.4%
68 BMNR Bitmine Immersion Technologies Inc Ordinary Shares Financial Services 6,040.0 $80K 0.02% +4K +202.0% $13.31 +78.8%
69 APD Air Products & Chemicals Inc Basic Materials 235.0 $69K 0.02% +15.0 +6.8% $293.18 +5.1%
70 PGX Invesco Preferred ETF 6,273.0 $68K 0.02% +3K +90.8% $10.84 -2.2%
71 TSM Taiwan Semiconductor ADR Technology 140.0 $67K 0.02% +100.0 +250.0% $477.57 -12.6%
72 GS Goldman Sachs Group Inc Financial Services 66.0 $67K 0.02% +16.0 +32.0% $1011.36 +2.2%
73 IJR iShares Core S&P Small Cap ETF 421.0 $62K 0.02% +326.0 +343.2% $148.31 -1.8%
74 Unilever Plc ADR 1,027.0 $62K 0.02% +73.0 +7.7% $60.12
75 XLB Materials Sector SPDR 1,123.0 $57K 0.02% +393.0 +53.8% $50.83 +4.6%
76 ROK Rockwell Intl Corp New Automation Industrials 113.0 $56K 0.02% +17.0 +17.7% $495.08 -13.0%
77 VYM Vanguard High Dividend Yield ETF 341.0 $54K 0.02% +111.0 +48.3% $158.03 +3.9%
78 EQT EQT Corp Energy 954.0 $51K 0.01% +92.0 +10.7% $53.17 +2.6%
79 COF Capital One Financial Services 204.0 $41K 0.01% +52.0 +34.2% $200.62 +7.5%
80 AXP American Express Co Com Financial Services 65.0 $22K 0.01% +40.0 +160.0% $338.25 -1.5%
Page 4 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%