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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	NXDT	Nexpoint Diversified Real Estate Trust Ordinary Shares	Financial Services	23	$76.0	—	SOLD

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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%