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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EOG EOG RES Inc Energy 3,363.0 $436K 0.13% -2K -35.1% $129.73 +10.5%
62 SHOP Shopify Inc Technology 3,305.0 $377K 0.11% -3K -43.5% $114.18 +33.9%
63 IYH iShares Dow Jones US Healthcare 5,612.0 $376K 0.11% -388.0 -6.5% $67.01 +7.9%
64 DHI D R Horton Inc Consumer Cyclical 2,230.0 $363K 0.10% -156.0 -6.5% $162.88 -9.5%
65 KO Coca Cola Co Com Consumer Defensive 4,372.0 $355K 0.10% -48.0 -1.1% $81.27 +10.3%
66 XLY Consumer Discretionary Sector SPDR 3,008.0 $353K 0.10% -192.0 -6.0% $117.28 -0.1%
67 IEI iShares Tr 3 7 Yr Treas Bd 2,999.0 $352K 0.10% -505.0 -14.4% $117.45 -1.1%
68 XLF Financial Sector SPDR 6,557.0 $352K 0.10% -231.0 -3.4% $53.61 +8.4%
69 XLU Utilities Sector SPDR 7,152.0 $324K 0.09% -713.0 -9.1% $45.34 -5.8%
70 LRCX Lam Research Corp. Ordinary Shares Technology 720.0 $312K 0.09% -25.0 -3.4% $433.33 -30.3%
71 ORCL Oracle Corp Com Technology 1,966.0 $288K 0.08% -2K -50.3% $146.55 +2.8%
72 WM Waste Management Inc Industrials 1,286.0 $287K 0.08% -56.0 -4.2% $222.88 -1.4%
73 GPC Genuine Parts Co Consumer Cyclical 2,391.0 $282K 0.08% -2K -45.1% $117.98 +16.6%
74 XLI Industrial Sector SPDR 1,519.0 $281K 0.08% -228.0 -13.1% $185.23 -4.4%
75 D Dominion New RES Inc VA New Utilities 4,054.0 $277K 0.08% -94.0 -2.3% $68.29 -4.1%
76 IYT iShares Transportation Avg ETF 3,133.0 $272K 0.08% -1K -30.7% $86.75 -0.4%
77 RJF Raymond James Financial, Inc. Ordinary Shares Financial Services 1,785.0 $271K 0.08% -345.0 -16.2% $152.03 +18.0%
78 BMY Bristol Myers Squibb Co Com Healthcare 4,459.0 $257K 0.07% -282.0 -6.0% $57.62 +15.5%
79 DIA SPDR Dow Jones Industrial Average Financial Services 481.0 $251K 0.07% -15.0 -3.0% $522.39 +2.4%
80 RTX Raytheon Technologies Corp Industrials 1,127.0 $214K 0.06% -23.0 -2.0% $189.73 +11.6%
Page 4 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%