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Portfolio (Quarterly) Guide ↗

FIRST UNITED BANK & TRUST

· CIK 0001214183
13F Portfolio $308M AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 419 New
Page 19 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ADSK Autodesk Inc Technology 20.0 $6K 0.00% NEW $317.65 -39.0%
362 GM General Motors Co Consumer Cyclical 100.0 $6K 0.00% NEW $60.97 +30.0%
363 TKR Timken Co Industrials 80.0 $6K 0.00% NEW $75.17 +89.4%
364 NVO Novo Nordisk A/S Healthcare 105.0 $6K 0.00% NEW $55.50 -22.2%
365 LH Labcorp Holdings Inc. Ordinary Shares Healthcare 20.0 $6K 0.00% NEW $287.05 -10.9%
366 KNX Knight Swift Transportation Holdings Inc Industrials 143.0 $6K 0.00% NEW $39.51 +87.6%
367 Entergy Corp 60.0 $6K 0.00% NEW $93.18
368 SHW Sherwin Williams Co. Basic Materials 16.0 $6K 0.00% NEW $346.25 -7.4%
369 VALE Vale S A ADR Basic Materials 500.0 $5K 0.00% NEW $10.86 +42.0%
370 KD Kyndryl Hldgs Inc Common Stock Technology 180.0 $5K 0.00% NEW $30.03 -63.4%
371 CPK Chesapeake Utilities Corp Utilities 38.0 $5K 0.00% NEW $134.68 -10.5%
372 Cencora, Inc 16.0 $5K 0.00% NEW $315.56
373 BRO Brown & Brown Inc Com Financial Services 53.0 $5K 0.00% NEW $93.79 -37.0%
374 CSL Carlisle Companies Inc. Ordinary Shares Industrials 15.0 $5K 0.00% NEW $328.93 +9.7%
375 FTV Fortive Corp Com Technology 100.0 $5K 0.00% NEW $48.99 +24.6%
376 AVUS American Century Etf Trust Avantis U.S. Equity 45.0 $5K 0.00% NEW $108.71 +17.4%
377 IBKR Interactive Brokers Group Financial Services 64.0 $4K 0.00% NEW $68.81 +39.5%
378 TRGP Targa Resources Corp Ordinary Shares Energy 25.0 $4K 0.00% NEW $167.56 +54.3%
379 RIVN Rivian Automotive Inc Com CL A Consumer Cyclical 285.0 $4K 0.00% NEW $14.68 +12.5%
380 DNP Duff & Phelps Utils Income Icom Financial Services 401.0 $4K 0.00% NEW $10.01 +6.8%
Page 19 of 21  ·  419 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 30.8%
Technology 24.5%
Consumer Cyclical 8.6%
Healthcare 8.3%
Industrials 7.7%
Communication Services 6.1%
Consumer Defensive 5.1%
Energy 3.7%
Utilities 3.2%
Real Estate 1.1%