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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWM iShares Russell 2000 ETF 365.0 $90K 0.03% -30.0 -7.6% $246.16 +20.1%
82 YUM YUM Brands Inc Consumer Cyclical 591.0 $89K 0.03% -466.0 -44.1% $151.28 +1.8%
83 MDLZ Mondelez International Inc Consumer Defensive 1,645.0 $89K 0.03% -39.0 -2.3% $53.83 +11.7%
84 V VISA Inc Financial Services 227.0 $80K 0.03% -39.0 -14.7% $350.71 -6.7%
85 Gamestop Corp New CL A 3,900.0 $78K 0.03% -100.0 -2.5% $20.08
86 IYR iShares Dow Jones US Real Estate 774.0 $73K 0.02% -73.0 -8.6% $93.89 +7.0%
87 ZTS Zoetis Inc CL A Healthcare 535.0 $67K 0.02% -2K -81.7% $125.82 -38.6%
88 OXY Occidental Pete Corp Del Com Energy 1,500.0 $62K 0.02% -150.0 -9.1% $41.12 +26.0%
89 PYPL PayPal Hldgs Inc Com Financial Services 1,040.0 $61K 0.02% -2K -68.3% $58.38 -27.2%
90 AMAT Applied Matls Inc Com Technology 226.0 $58K 0.02% -36.0 -13.7% $256.99 +140.1%
91 COP ConocoPhillips Energy 620.0 $58K 0.02% -29.0 -4.5% $93.61 +15.1%
92 XLV Select Sector SPDR Tr SBI Healthcare 362.0 $56K 0.02% -5.0 -1.4% $154.80 -3.5%
93 VNT Vontier Corp Technology 1,500.0 $56K 0.02% -2K -61.7% $37.18 -21.9%
94 BMNR Bitmine Immersion Technologies Inc Ordinary Shares Financial Services 2,000.0 $54K 0.02% -400.0 -16.7% $27.15 -40.6%
95 MET Metlife, Inc. Financial Services 686.0 $54K 0.02% -35.0 -4.8% $78.94 +8.4%
96 ADI Analog Divices Inc Technology 188.0 $51K 0.02% -20.0 -9.6% $271.20 +60.2%
97 PH Parker Hannifin Corp Industrials 56.0 $49K 0.02% -10.0 -15.2% $878.96 +8.5%
98 EQT EQT Corp Energy 862.0 $46K 0.01% -863.0 -50.0% $53.60 -5.4%
99 IHI iShares Tr U.S. Med Dvc ETF 730.0 $45K 0.01% -50.0 -6.4% $62.15 -21.0%
100 INTU Intuit Inc Technology 58.0 $38K 0.01% -10.0 -14.7% $662.41 -59.7%
Page 5 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%