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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 13 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CB Chubb Limited Com Financial Services 139.0 $43K 0.01% $312.12 +3.6%
242 IDXX IDEXX Labs Inc Com Healthcare 62.0 $42K 0.01% $676.53 -16.9%
243 UPS United Parcel Services B Industrials 420.0 $42K 0.01% +75.0 +21.7% $99.19 +5.7%
244 DFAS DFA US Small Cap ETF 585.0 $41K 0.01% $69.67 +15.3%
245 CARR Carrier Global Corp Industrials 750.0 $40K 0.01% $52.84 +35.9%
246 AMLP Alerian Mlp Alps Etf 834.0 $39K 0.01% $47.02 +7.8%
247 MSCI MSCI Inc Financial Services 68.0 $39K 0.01% $573.74 +1.3%
248 INTU Intuit Inc Technology 58.0 $38K 0.01% -10.0 -14.7% $662.41 -59.7%
249 KKR KKR & Co Inc Com Financial Services 299.0 $38K 0.01% -250.0 -45.5% $127.48 -23.9%
250 ROK Rockwell Intl Corp New Automation Industrials 96.0 $37K 0.01% $389.07 +21.8%
251 SHM SPDR Nuveen Barclays Sht Trm 775.0 $37K 0.01% $47.99 -0.1%
252 PGX Invesco Preferred ETF 3,288.0 $37K 0.01% +110.0 +3.5% $11.24 -2.2%
253 COF Capital One Financial Services 152.0 $37K 0.01% $242.36 -16.8%
254 DD DuPont DE Nemours Inc Basic Materials 909.0 $37K 0.01% -151.0 -14.2% $40.20 +18.7%
255 KMB Kimberly Clark Corp Com Consumer Defensive 361.0 $36K 0.01% $100.89 +1.7%
256 KEY Key Corp Financial Services 1,750.0 $36K 0.01% $20.64 +9.4%
257 GEHC GE Healthcare Technologies Inc Healthcare 440.0 $36K 0.01% +300.0 +214.3% $82.02 -24.9%
258 NNN Nnn REIT Inc Com Real Estate 900.0 $36K 0.01% $39.63 +13.6%
259 PNW Pinnacle West Cap Corp Com Utilities 400.0 $35K 0.01% $88.70 +15.4%
260 AN Autonation Inc Com Consumer Cyclical 170.0 $35K 0.01% $206.48 -8.6%
Page 13 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%