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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 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BHF Brighthouse Financial Inc Financial Services 58.0 $4K 0.00% NEW $63.29 -16.2%
42 GBTC Grayscale Investments LLC Bitcoin Trust Financial Services 70.0 $3K 0.00% NEW $45.51 +31.8%
43 CLH Clean Harbors Inc Com Industrials 10.0 $3K 0.00% NEW $298.80 +4.0%
44 QUAL iShares Tr MSCI USA QLT FCT 10.0 $2K NEW $151.30 +47.8%
45 ACHR Aviation Inc. Industrials 180.0 $851.0 NEW $4.73 +21.6%
46 HLN Haleon PLC ADR Healthcare 70.0 $653.0 NEW $9.33 +8.4%
47 BTC Grayscale Bitcoin Mini Trust ETF Common Units of Fractional Undivided Beneficial Interest Financial Services 14.0 $363.0 NEW $25.93 +32.3%
Page 3 of 3  ·  47 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%