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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 YUM YUM Brands Inc Consumer Cyclical 425.0 $68K 0.02% -166.0 -28.1% $159.86 -3.8%
102 ROP Roper Technologies Inc Industrials 188.0 $64K 0.02% -2K -91.5% $338.39 +25.8%
103 American Movil NPV ADR 2,250.0 $58K 0.02% -100.0 -4.3% $25.99
104 TGT Target Corp Consumer Defensive 438.0 $57K 0.02% -112.0 -20.4% $130.61 +24.7%
105 ARLP Alliance Resource Partners, Lp Unit Energy 2,200.0 $53K 0.01% -100.0 -4.3% $23.98 +10.8%
106 OXY Occidental Pete Corp Del Com Energy 1,000.0 $49K 0.01% -500.0 -33.3% $48.57 +23.0%
107 PRU Prudential Financial Inc Financial Services 440.0 $47K 0.01% -90.0 -17.0% $107.93 +9.7%
108 FE Firstenergy Corp Com Utilities 996.0 $47K 0.01% -166.0 -14.3% $47.54 -3.8%
109 MMM 3M Co Com Industrials 290.0 $47K 0.01% -15.0 -4.9% $161.91 +6.8%
110 HIG Hartford Group Inc Financial Services 325.0 $43K 0.01% -15.0 -4.4% $132.52 +4.3%
111 MET Metlife, Inc. Financial Services 448.0 $38K 0.01% -238.0 -34.7% $84.61 +13.1%
112 DLR Digital Rlty Tr Inc Real Estate 205.0 $37K 0.01% -15.0 -6.8% $179.58 +1.5%
113 GBF iShares Govt/Credit Bond 340.0 $35K 0.01% -155.0 -31.3% $103.83 -1.7%
114 MSCI MSCI Inc Financial Services 63.0 $35K 0.01% -5.0 -7.3% $560.05 +1.8%
115 IYR iShares Dow Jones US Real Estate 324.0 $33K 0.01% -450.0 -58.1% $102.25 +0.2%
116 KMB Kimberly Clark Corp Com Consumer Defensive 261.0 $29K 0.01% -100.0 -27.7% $109.77 -1.2%
117 DHT Dht Holdings Inc Ordinary Shares Energy 1,650.0 $27K 0.01% -150.0 -8.3% $16.53 +17.9%
118 KKR KKR & Co Inc Com 267.0 $25K 0.01% -32.0 -10.7% $91.78
119 CMI Cummins Inc Industrials 30.0 $21K 0.01% -30.0 -50.0% $713.20 -21.3%
120 SHEL Shell PLC Spon ADS Energy 240.0 $19K 0.01% -25.0 -9.4% $77.54 +18.0%
Page 6 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%