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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 18 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JCI Johnson Controls International Industrials 75.0 $10K 0.00% NEW $132.40 +5.4%
342 HLT Hilton Worldwide Holdings Inc Ordinary Shares Consumer Cyclical 29.0 $10K 0.00% $330.45 -2.6%
343 ADBE Adobe Sys Inc Technology 46.0 $9K 0.00% -13.0 -22.0% $205.02 +42.2%
344 Heico Corp. New 35.0 $9K 0.00% $257.91
345 MFC Manulife Financial Corp Financial Services 218.0 $9K 0.00% -109.0 -33.3% $40.51 +5.6%
346 ELV Anthem Inc Com Healthcare 22.0 $9K 0.00% $386.73 +2.0%
347 GM General Motors Co Consumer Cyclical 100.0 $8K 0.00% $77.08 +11.9%
348 PYXS Pyxis Oncology Inc. Healthcare 2,500.0 $7K 0.00% NEW $2.95 +9.5%
349 CRSP Crispr Therapeutics AG Healthcare 135.0 $7K 0.00% +35.0 +35.0% $54.54 +5.8%
350 KNX Knight Swift Transportation Holdings Inc Industrials 93.0 $7K 0.00% $77.87 -13.7%
351 ZTS Zoetis Inc CL A Healthcare 95.0 $7K 0.00% -440.0 -82.2% $71.86 +7.6%
352 NVR Nvr Inc. Ordinary Shares Consumer Cyclical 1.0 $7K 0.00% NEW $6813.00 -6.1%
353 INTU Intuit Inc Technology 25.0 $7K 0.00% -33.0 -56.9% $261.00 +37.2%
354 SVCO Silvaco Group Inc. Technology 470.0 $6K 0.00% NEW $13.79 -50.3%
355 ACGL Arch Capital Group Ltd Financial Services 66.0 $6K 0.00% $97.06 +1.8%
356 GLW Corning Inc Com Technology 25.0 $6K 0.00% NEW $255.44 -41.7%
357 SYK Stryker Corp Com Healthcare 20.0 $6K 0.00% NEW $314.85 +5.0%
358 CRCL Circle Internet Group Inc. Ordinary Shares - Class A Financial Services 100.0 $6K 0.00% $62.63 +39.1%
359 FTV Fortive Corp Com Technology 100.0 $6K 0.00% $61.09 -2.3%
360 BN Brookfield Corp Financial Services 141.0 $6K 0.00% -129.0 -47.8% $42.59 -3.0%
Page 18 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%