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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 10 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXC Exelon Corp Utilities 2,372.0 $103K 0.03% $43.59 +5.1%
182 CAH Cardinal Health Inc Com Healthcare 502.0 $103K 0.03% $205.50 +7.9%
183 BKNG Booking Hldgs Inc Consumer Cyclical 19.0 $102K 0.03% -1.0 -5.0% $5355.32 -96.8%
184 MS Morgan Stanley Dean Witter Financial Services 568.0 $101K 0.03% -114.0 -16.7% $177.53 +25.7%
185 DRI Darden Restaurants Inc Com Consumer Cyclical 545.0 $100K 0.03% -1K -70.1% $184.02 +16.0%
186 BLK Blackrock Funding Inc Ordinary Shares Financial Services 90.0 $96K 0.03% -3.0 -3.2% $1070.34 -1.9%
187 OHI Omega Healthcare Invs Inc Real Estate 2,156.0 $96K 0.03% -2K -50.0% $44.34 +0.4%
188 DBJP Xtrackers MSCI Japan Hedged Equity ETF 1,000.0 $95K 0.03% $94.66 +23.9%
189 DFAX Dimensional Etf Trust World Ex U.S. Core Equity 2 2,819.0 $92K 0.03% $32.73 +15.9%
190 TXN Texas Instrs Inc Com Technology 530.0 $92K 0.03% $173.49 +86.1%
191 IWM iShares Russell 2000 ETF 365.0 $90K 0.03% -30.0 -7.6% $246.16 +20.1%
192 YUM YUM Brands Inc Consumer Cyclical 591.0 $89K 0.03% -466.0 -44.1% $151.28 +0.5%
193 MDLZ Mondelez International Inc Consumer Defensive 1,645.0 $89K 0.03% -39.0 -2.3% $53.83 +11.7%
194 AEP American Elec Pwr Inc Com Utilities 758.0 $87K 0.03% $115.31 +10.7%
195 ROST Ross Stores Inc Consumer Cyclical 465.0 $84K 0.03% $180.14 +29.2%
196 IWN iShares Russell 2000 Value ETF 450.0 $82K 0.03% $181.21 +19.7%
197 FTGC First Tr Global Tactical CM 3,500.0 $81K 0.03% +1K +53.2% $23.23 +18.8%
198 V VISA Inc Financial Services 227.0 $80K 0.03% -39.0 -14.7% $350.71 -6.7%
199 CHCO City Holding Co. Ordinary Shares Financial Services 665.0 $79K 0.03% $119.20 +6.6%
200 Gamestop Corp New CL A 3,900.0 $78K 0.03% -100.0 -2.5% $20.08
Page 10 of 20  ·  394 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%