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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 14 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EFA iShares MSCI Eafe ETF 358.0 $34K 0.01% -525.0 -59.5% $96.03 +8.7%
262 MRSH Marsh & McLennan Companies, Inc. Financial Services 185.0 $34K 0.01% -31.0 -14.3% $185.52 -12.5%
263 DLR Digital Rlty Tr Inc Real Estate 220.0 $34K 0.01% -55.0 -20.0% $154.71 +21.6%
264 XLB Materials Sector SPDR 730.0 $33K 0.01% +310.0 +73.8% $45.35 +14.2%
265 VYM Vanguard High Dividend Yield ETF 230.0 $33K 0.01% $143.52 +10.2%
266 TAP Molson Coors Beverage CO Compa CLASS B CORP COMMON Consumer Defensive 700.0 $33K 0.01% $46.68 -15.6%
267 Annaly Cap Mgmt Inc Com 1,440.0 $32K 0.01% $22.36
268 CMI Cummins Inc Industrials 60.0 $31K 0.01% $510.45 +40.4%
269 INTC Intel Corp Com Technology 800.0 $30K 0.01% $36.90 +263.1%
270 HAL Halliburton Co Com Energy 1,000.0 $28K 0.01% -125.0 -11.1% $28.26 +23.6%
271 MAA Mid-America Apartment Communities Inc. Real Estate 200.0 $28K 0.01% $138.91 -4.6%
272 VLTO Veralto Corp Industrials 277.0 $28K 0.01% $99.78 -15.8%
273 PII Polaris Inds Inc Com Consumer Cyclical 425.0 $27K 0.01% $63.25 +12.8%
274 WPC W P Carey Inc Real Estate 415.0 $27K 0.01% $64.36 +10.7%
275 USB US Bancorp Financial Services 500.0 $27K 0.01% $53.36 +9.0%
276 Smurfit Westrock Plc Ordinary Shares 675.0 $26K 0.01% $38.67
277 SYY Sysco Corp Consumer Defensive 350.0 $26K 0.01% $73.69 +6.8%
278 SNOW Snowflake Inc Ordinary Shares - Class A Technology 115.0 $25K 0.01% $219.36 +5.9%
279 NVS Novartis AG ADR Healthcare 175.0 $24K 0.01% $137.87 +6.7%
280 NUSC Nuveen ESG Small-Cap ETF 540.0 $24K 0.01% -100.0 -15.6% $44.65 +14.4%
Page 14 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%