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Portfolio (Quarterly) Guide ↗

FIRST UNITED BANK & TRUST

· CIK 0001214183
13F Portfolio $313M AUM 557 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 71 Added 122 Reduced 32 Exited
Page 2 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MTB M & T Bank Corp Financial Services 8,333.0 $1.7M 0.54% -52.0 -0.6% $201.48 +11.7%
22 JNJ Johnson & Johnson Com Healthcare 6,907.0 $1.4M 0.46% -422.0 -5.8% $206.95 +10.4%
23 PEP PepsiCo Inc Com Consumer Defensive 9,812.0 $1.4M 0.45% -354.0 -3.5% $143.52 -1.0%
24 Fortinet Inc Com 14,540.0 $1.2M 0.37% -795.0 -5.2% $79.41
25 Berkshire Hathaway B 2,104.0 $1.1M 0.34% -875.0 -29.4% $502.65
26 HYD Vaneck Vec High Yld Mun ETF 20,181.0 $1.0M 0.33% -2K -10.6% $51.12 +0.7%
27 FLOT iShares Floating Rate Bond 20,120.0 $1.0M 0.33% -3K -13.9% $50.86 +0.3%
28 GOOG Alphabet Inc Communication Services 3,223.0 $1.0M 0.32% -45.0 -1.4% $313.80 +17.1%
29 TSLA Tesla Inc Com Consumer Cyclical 2,215.0 $996K 0.32% -914.0 -29.2% $449.72 -10.9%
30 ROP Roper Technologies Inc Industrials 2,225.0 $990K 0.32% -135.0 -5.7% $445.13 -25.8%
31 LLY Lilly Eli & Co Com Healthcare 895.0 $962K 0.31% -15.0 -1.6% $1074.68 +2.2%
32 CRM Salesforce Com Inc Technology 3,536.0 $937K 0.30% -1K -24.8% $264.91 -42.7%
33 HD Home Depot Inc Com Consumer Cyclical 2,608.0 $897K 0.29% -20.0 -0.8% $344.10 -2.9%
34 ERIE Erie Indty Co CL A Financial Services 3,000.0 $860K 0.27% -7K -70.0% $286.65 -22.9%
35 IBM International Business MacHscom Technology 2,833.0 $839K 0.27% -316.0 -10.0% $296.21 -15.9%
36 META Facebook Communication Services 1,170.0 $772K 0.25% -25.0 -2.1% $660.09 -12.6%
37 MCHP Microchip Technology Inc. Com Technology 11,335.0 $722K 0.23% -255.0 -2.2% $63.72 +56.6%
38 XLC Communication Services Select SPDR 5,695.0 $670K 0.21% -215.0 -3.6% $117.72 -7.0%
39 STIP iShares 0-5 Year TIPS Bond ETF 6,291.0 $644K 0.21% -3K -35.7% $102.39 -0.3%
40 EQIX Equinix Inc Com Real Estate 744.0 $570K 0.18% -16.0 -2.1% $766.16 +42.6%
Page 2 of 7  ·  122 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 30.0%
Technology 23.8%
Healthcare 9.1%
Consumer Cyclical 8.3%
Industrials 7.4%
Communication Services 7.1%
Consumer Defensive 5.1%
Energy 3.8%
Utilities 3.4%
Real Estate 1.1%