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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BX Blackstone Group Inc Financial Services 8,690.0 $1.0M 0.29% -5K -34.5% $117.67 +21.0%
42 CME CME Group Inc Financial Services 4,584.0 $1.0M 0.29% -674.0 -12.8% $220.83 +29.4%
43 ABT Abbott Labs Com Healthcare 10,550.0 $957K 0.28% -5K -34.0% $90.74 +23.9%
44 CAT Caterpillar Inc Del Com Industrials 893.0 $951K 0.27% -37.0 -4.0% $1064.90 -24.9%
45 BKLN Invesco Sr Loan ETF 44,134.0 $899K 0.26% -11K -20.3% $20.37 +0.7%
46 HYD Vaneck Vec High Yld Mun ETF 16,691.0 $860K 0.25% -3K -17.3% $51.51 -2.8%
47 WEC WEC Energy Group Inc Utilities 7,280.0 $850K 0.24% -425.0 -5.5% $116.77 -9.0%
48 FLOT iShares Floating Rate Bond 16,305.0 $832K 0.24% -4K -19.0% $51.05 +0.0%
49 GL Globe Life Inc Ordinary Shares Financial Services 4,225.0 $755K 0.22% -40.0 -0.9% $178.68 -3.3%
50 NEE Nextera Energy Inc Utilities 8,415.0 $739K 0.21% -413.0 -4.7% $87.77 -6.8%
51 PKG Packaging Corp of America Consumer Cyclical 3,069.0 $731K 0.21% -308.0 -9.1% $238.28 +0.9%
52 RSG Republic Svcs Inc Com Industrials 2,820.0 $601K 0.17% -985.0 -25.9% $213.08 +4.2%
53 TFC Truist Finl Corp Com Financial Services 11,843.0 $590K 0.17% -1K -7.8% $49.82 +1.2%
54 PANW Palo Alto Networks Inc Com Technology 1,675.0 $571K 0.16% -4K -69.6% $341.02 +9.0%
55 CBRE CBRE Group Inc CL A Real Estate 4,029.0 $543K 0.16% -1K -22.5% $134.69 +12.0%
56 EQIX Equinix Inc Com Real Estate 507.0 $528K 0.15% -237.0 -31.9% $1042.39 +0.2%
57 IWS iShares Russell Midcap Value ETF 2,981.0 $491K 0.14% -115.0 -3.7% $164.60 +3.7%
58 XLC Communication Services Select SPDR 4,444.0 $476K 0.14% -1K -22.0% $107.13 +5.5%
59 NXST Nexstar Media Grop Communication Services 2,530.0 $452K 0.13% -565.0 -18.3% $178.59 +2.6%
60 DE Deere & Company Industrials 689.0 $437K 0.13% -9.0 -1.3% $634.33 -0.6%
Page 3 of 7  ·  137 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%