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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHW Schwab Charles Corp New Financial Services 173.0 $16K 0.01% +80.0 +86.0% $92.27 +19.4%
82 TTWO Take-Two Interactive Softwarcom Communication Services 59.0 $15K 0.00% +19.0 +47.5% $249.98 -5.8%
83 COIN Coinbase Global Inc Financial Services 90.0 $13K 0.00% +50.0 +125.0% $146.19 +22.2%
84 LH Labcorp Holdings Inc. Ordinary Shares Healthcare 42.0 $12K 0.00% +22.0 +110.0% $280.00 +19.7%
85 CRSP Crispr Therapeutics AG Healthcare 135.0 $7K 0.00% +35.0 +35.0% $54.54 +5.8%
86 RIVN Rivian Automotive Inc Com CL A Consumer Cyclical 340.0 $6K 0.00% +55.0 +19.3% $17.35 -7.4%
87 RGTI Rigetti Computing Inc Ordinary Shares Technology 295.0 $6K 0.00% +195.0 +195.0% $19.32 -19.3%
88 NCLH Norwegian Cruise Line Hldg Lshs Consumer Cyclical 200.0 $4K 0.00% +100.0 +100.0% $21.11 -21.1%
89 M Macy Inc Consumer Cyclical 100.0 $2K 0.00% +30.0 +42.9% $23.56 -6.6%
Page 5 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%