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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 11 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IJT iShares S&P Smallcap 600/Barra Growth Index FD 550.0 $78K 0.03% $141.16 +20.9%
202 PAVE Global X FDS US Infr Dev ETF 1,565.0 $75K 0.02% $47.79 +22.5%
203 EMB iShares Tr JP Mor Em Mk ETF 757.0 $73K 0.02% +342.0 +82.4% $96.28 +0.5%
204 IYR iShares Dow Jones US Real Estate 774.0 $73K 0.02% -73.0 -8.6% $93.89 +7.0%
205 ULTA Ulta Salon Cosmetics & Fragrance Consumer Cyclical 115.0 $70K 0.02% $605.01 -24.6%
206 ZTS Zoetis Inc CL A Healthcare 535.0 $67K 0.02% -2K -81.7% $125.82 -37.4%
207 TMO Thermo Fisher Scientific Inc Healthcare 109.0 $63K 0.02% $579.45 -19.8%
208 Unilever Plc ADR 954.0 $62K 0.02% NEW $65.40
209 EMR Emerson Elec Co Com Industrials 467.0 $62K 0.02% $132.72 +13.5%
210 OXY Occidental Pete Corp Del Com Energy 1,500.0 $62K 0.02% -150.0 -9.1% $41.12 +26.0%
211 PYPL PayPal Hldgs Inc Com Financial Services 1,040.0 $61K 0.02% -2K -68.3% $58.38 -27.2%
212 PRU Prudential Financial Inc Financial Services 530.0 $60K 0.02% $112.88 -5.6%
213 CL Colgate Palmolive Co Com Consumer Defensive 755.0 $60K 0.02% $79.02 +13.2%
214 AMAT Applied Matls Inc Com Technology 226.0 $58K 0.02% -36.0 -13.7% $256.99 +140.1%
215 COP ConocoPhillips Energy 620.0 $58K 0.02% -29.0 -4.5% $93.61 +15.1%
216 DFUS Dimensional Etf Trust U.S. Equity Market 775.0 $57K 0.02% $74.17 +10.5%
217 XLV Select Sector SPDR Tr SBI Healthcare 362.0 $56K 0.02% -5.0 -1.4% $154.80 -3.5%
218 VNT Vontier Corp Technology 1,500.0 $56K 0.02% -2K -61.7% $37.18 -19.6%
219 SLV iShares Silver Trust Financial Services 845.0 $54K 0.02% $64.42 -7.6%
220 APD Air Products & Chemicals Inc Basic Materials 220.0 $54K 0.02% $247.02 +13.4%
Page 11 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%