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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 16 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CF CF Industries Holdings Inc Basic Materials 200.0 $15K 0.01% $77.34 +33.1%
302 FDS FactSet Research Sys Inc Financial Services 50.0 $15K 0.01% $290.20 -23.7%
303 WBD Warner Bros Discovery Inc Com Ser A Communication Services 493.0 $14K 0.01% $28.82 -9.1%
304 A Agilent Technologies Inc. Ordinary Shares Healthcare 100.0 $14K 0.00% $136.07 -6.6%
305 SIRI Sirius Xm Holdings Inc. Communication Services 678.0 $14K 0.00% $20.00 +40.2%
306 BAB Invesco Taxable Municipal Bond ETF 490.0 $13K 0.00% $27.20 -1.0%
307 Chesapeake Energy Corp 120.0 $13K 0.00% $110.36
308 BN Brookfield Corp Financial Services 270.0 $12K 0.00% +90.0 +50.0% $45.89 -3.2%
309 TSM Taiwan Semiconductor ADR Technology 40.0 $12K 0.00% $303.90 +52.1%
310 MFC Manulife Financial Corp Financial Services 327.0 $12K 0.00% $36.28 +11.9%
311 IJR iShares Core S&P Small Cap ETF 95.0 $11K 0.00% $120.18 +19.2%
312 HOOD Robinhood Markets Inc Ordinary Shares - Class A Financial Services 100.0 $11K 0.00% $113.10 -4.4%
313 CHD Church & Dwight Co Inc Com Consumer Defensive 130.0 $11K 0.00% $83.85 +14.1%
314 IGM Blackrock Institutional Trust Company N.A. Ishares Expanded Tech Sector Etf 83.0 $11K 0.00% $129.16 +27.4%
315 SOXX Ishares Semiconductor Etf 35.0 $11K 0.00% NEW $301.14 +112.3%
316 WEN Wendy's Company Consumer Cyclical 1,233.0 $10K 0.00% $8.33 -18.4%
317 TTWO Take-Two Interactive Softwarcom Communication Services 40.0 $10K 0.00% $256.02 -6.5%
318 KEYS Keysight Technologies Inc Technology 50.0 $10K 0.00% $203.20 +79.0%
319 UBSI United Bankshares Inc West Vcom Financial Services 252.0 $10K 0.00% $38.40 +15.7%
320 AUB Atlantic Union Bankshares Corp Ordinary Shares Financial Services 270.0 $10K 0.00% $35.30 +10.9%
Page 16 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%