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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 13 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ULTA Ulta Salon Cosmetics & Fragrance Consumer Cyclical 115.0 $52K 0.01% $450.98 +19.3%
242 Dupont DE Nemours Inc. 380.0 $52K 0.01% NEW $135.64
243 MSI Motorola Solutions Inc Com New Technology 123.0 $51K 0.01% $415.29 +17.1%
244 EQT EQT Corp Energy 954.0 $51K 0.01% +92.0 +10.7% $53.17 +2.4%
245 AON AON PLC Shs CL A Financial Services 150.0 $50K 0.01% $331.69 -0.4%
246 OXY Occidental Pete Corp Del Com Energy 1,000.0 $49K 0.01% -500.0 -33.3% $48.57 +23.0%
247 DFAS DFA US Small Cap ETF 585.0 $48K 0.01% $82.34 -0.9%
248 PRU Prudential Financial Inc Financial Services 440.0 $47K 0.01% -90.0 -17.0% $107.93 +9.7%
249 CB Chubb Limited Com Financial Services 139.0 $47K 0.01% $340.74 -0.2%
250 FE Firstenergy Corp Com Utilities 996.0 $47K 0.01% -166.0 -14.3% $47.54 -3.8%
251 VWO ETF Vanguard Emerging Markets 787.0 $47K 0.01% NEW $59.69 +1.7%
252 MMM 3M Co Com Industrials 290.0 $47K 0.01% -15.0 -4.9% $161.91 +6.8%
253 AFL AFLAC Inc Financial Services 400.0 $47K 0.01% $117.25 -0.8%
254 SLV iShares Silver Trust Financial Services 845.0 $45K 0.01% $53.47 +12.0%
255 UPS United Parcel Services B Industrials 420.0 $45K 0.01% $107.50 -3.2%
256 AMLP Alerian Mlp Alps Etf 834.0 $43K 0.01% $51.85 +6.8%
257 HIG Hartford Group Inc Financial Services 325.0 $43K 0.01% -15.0 -4.4% $132.52 +4.3%
258 PNW Pinnacle West Cap Corp Com Utilities 400.0 $43K 0.01% $107.00 -9.0%
259 NNN Nnn REIT Inc Com Real Estate 900.0 $42K 0.01% $46.53 -2.5%
260 COF Capital One Financial Services 204.0 $41K 0.01% +52.0 +34.2% $200.62 +6.8%
Page 13 of 21  ·  420 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%