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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 16 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IJS iShares S&P Small Cap 600 Value ETF 150.0 $21K 0.01% $136.68 +0.6%
302 SIRI Sirius Xm Holdings Inc. Communication Services 678.0 $20K 0.01% $29.54 -3.4%
303 TROW Price T Rowe Group Inc Financial Services 175.0 $20K 0.01% $113.69 -2.2%
304 ASML Asml Holding NV New York Shares Technology 10.0 $20K 0.01% NEW $1989.40 -14.7%
305 OTIS Otis Worldwide Corp Com Industrials 275.0 $20K 0.01% $71.60 +0.2%
306 MNSB Mainstreet Bancshares Inc Com Financial Services 790.0 $20K 0.01% $24.69 +1.9%
307 SHEL Shell PLC Spon ADS Energy 240.0 $19K 0.01% -25.0 -9.4% $77.54 +17.2%
308 VLTO Veralto Corp Industrials 201.0 $18K 0.01% -76.0 -27.4% $88.68 +11.1%
309 VPU Vanguard Utilities Index Fund ETF 90.0 $18K 0.01% $195.73 -5.6%
310 KEYS Keysight Technologies Inc Technology 50.0 $18K 0.01% $350.08 -8.6%
311 AVY Avery Dennison Corp Industrials 106.0 $17K 0.01% $162.35 +9.5%
312 BCO Brinks Co Com Industrials 175.0 $17K 0.01% $94.49 +17.4%
313 HOG Harley Davidson Inc Com Consumer Cyclical 660.0 $16K 0.01% -200.0 -23.3% $24.46 +14.9%
314 VNT Vontier Corp Technology 555.0 $16K 0.01% -945.0 -63.0% $29.00 +13.0%
315 SOXX Ishares Semiconductor Etf 25.0 $16K 0.01% -10.0 -28.6% $640.76 -20.6%
316 SCHW Schwab Charles Corp New Financial Services 173.0 $16K 0.01% +80.0 +86.0% $92.27 +19.4%
317 TTWO Take-Two Interactive Softwarcom Communication Services 59.0 $15K 0.00% +19.0 +47.5% $249.98 -5.8%
318 CGNX Cognex Corp Technology 200.0 $14K 0.00% $72.42 -16.5%
319 IGM Blackrock Institutional Trust Company N.A. Ishares Expanded Tech Sector Etf 83.0 $14K 0.00% $163.58 -1.6%
320 A Agilent Technologies Inc. Ordinary Shares Healthcare 100.0 $13K 0.00% $132.83 +15.8%
Page 16 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%