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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 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KKR KKR & Co Inc Com Financial Services 299.0 $38K 0.01% -250.0 -45.5% $127.48 -23.9%
102 DD DuPont DE Nemours Inc Basic Materials 909.0 $37K 0.01% -151.0 -14.2% $40.20 +18.7%
103 EFA iShares MSCI Eafe ETF 358.0 $34K 0.01% -525.0 -59.5% $96.03 +8.7%
104 MRSH Marsh & McLennan Companies, Inc. Financial Services 185.0 $34K 0.01% -31.0 -14.3% $185.52 -12.5%
105 DLR Digital Rlty Tr Inc Real Estate 220.0 $34K 0.01% -55.0 -20.0% $154.71 +21.6%
106 HAL Halliburton Co Com Energy 1,000.0 $28K 0.01% -125.0 -11.1% $28.26 +23.6%
107 NUSC Nuveen ESG Small-Cap ETF 540.0 $24K 0.01% -100.0 -15.6% $44.65 +14.4%
108 PSX Phillips 66 Energy 165.0 $21K 0.01% -25.0 -13.2% $129.04 +28.7%
109 AVY Avery Dennison Corp Industrials 106.0 $19K 0.01% -26.0 -19.7% $181.88 -12.8%
110 TSCO Tractor Supply Consumer Cyclical 350.0 $18K 0.01% -115.0 -24.7% $50.01 -39.5%
111 AXP American Express Co Com Financial Services 25.0 $9K 0.00% -40.0 -61.5% $369.96 -8.6%
112 ACGL Arch Capital Group Ltd Financial Services 66.0 $6K 0.00% -75.0 -53.2% $95.92 -4.9%
113 KNX Knight Swift Transportation Holdings Inc Industrials 93.0 $5K 0.00% -50.0 -35.0% $52.28 +41.8%
114 LYV Live Nation Entertainment Incom Communication Services 31.0 $4K 0.00% -55.0 -64.0% $142.52 +20.2%
115 CPRT CoPart Inc Industrials 103.0 $4K 0.00% -80.0 -43.7% $39.16 -22.8%
116 CMG Chipotle Mexican Grill Inc Consumer Cyclical 100.0 $4K 0.00% -100.0 -50.0% $37.00 -12.2%
117 PGR The Progressive Corporation Financial Services 16.0 $4K 0.00% -25.0 -61.0% $227.75 -10.0%
118 WRB Berkley Corp W.R. Financial Services 43.0 $3K 0.00% -67.0 -60.9% $70.12 -2.9%
119 LPLA Lpl Financial Holdings Inc Financial Services 8.0 $3K 0.00% -15.0 -65.2% $357.12 -17.7%
120 RGTI Rigetti Computing Inc Ordinary Shares Technology 100.0 $2K 0.00% -210.0 -67.7% $22.15 -3.6%
Page 6 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%