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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 14 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KEY Key Corp Financial Services 1,750.0 $40K 0.01% $23.05 -5.8%
262 COPP Sprott Copper Miners Etf 1,000.0 $38K 0.01% NEW $38.30 +16.9%
263 MET Metlife, Inc. Financial Services 448.0 $38K 0.01% -238.0 -34.7% $84.61 +13.1%
264 EFA iShares MSCI Eafe ETF 358.0 $37K 0.01% $103.88 +3.6%
265 SHM SPDR Nuveen Barclays Sht Trm 775.0 $37K 0.01% $47.97 -0.5%
266 DLR Digital Rlty Tr Inc Real Estate 205.0 $37K 0.01% -15.0 -6.8% $179.58 +1.5%
267 GBF iShares Govt/Credit Bond 340.0 $35K 0.01% -155.0 -31.3% $103.83 -1.7%
268 MSCI MSCI Inc Financial Services 63.0 $35K 0.01% -5.0 -7.3% $560.05 +1.8%
269 HAL Halliburton Co Com Energy 1,000.0 $34K 0.01% $33.95 +8.2%
270 IYR iShares Dow Jones US Real Estate 324.0 $33K 0.01% -450.0 -58.1% $102.25 +0.2%
271 IDXX IDEXX Labs Inc Com Healthcare 62.0 $33K 0.01% $526.44 +6.3%
272 Annaly Cap Mgmt Inc Com 1,440.0 $32K 0.01% $22.36
273 AN Autonation Inc Com Consumer Cyclical 170.0 $32K 0.01% $185.79 +9.2%
274 Smurfit Westrock Plc Ordinary Shares 675.0 $31K 0.01% $46.26
275 MRSH Marsh & McLennan Companies, Inc. Financial Services 185.0 $31K 0.01% $166.67 +14.5%
276 USB US Bancorp Financial Services 500.0 $30K 0.01% $60.40 +2.4%
277 WPC W P Carey Inc Real Estate 415.0 $30K 0.01% $71.50 -2.0%
278 SNOW Snowflake Inc Ordinary Shares - Class A Technology 115.0 $29K 0.01% $254.50 +27.7%
279 SYY Sysco Corp Consumer Defensive 350.0 $29K 0.01% $83.58 -2.2%
280 PII Polaris Inds Inc Com Consumer Cyclical 425.0 $29K 0.01% $68.44 -6.8%
Page 14 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%