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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 19 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IHI iShares Tr U.S. Med Dvc ETF 120.0 $6K 0.00% -610.0 -83.6% $49.41 +11.7%
362 RIVN Rivian Automotive Inc Com CL A Consumer Cyclical 340.0 $6K 0.00% +55.0 +19.3% $17.35 -7.4%
363 DOC Healthpeak Properties Inc. Ordinary Shares Real Estate 342.0 $6K 0.00% NEW $17.05 +22.9%
364 ORI Old Republic International Corp. Ordinary Shares Financial Services 135.0 $6K 0.00% NEW $42.63 -1.3%
365 RGTI Rigetti Computing Inc Ordinary Shares Technology 295.0 $6K 0.00% +195.0 +195.0% $19.32 -19.3%
366 IBKR Interactive Brokers Group Financial Services 64.0 $6K 0.00% $87.05 +10.1%
367 GIS General Mls Inc Com Consumer Defensive 160.0 $6K 0.00% NEW $34.80 +19.4%
368 MDT Medtronic PLC Healthcare 61.0 $5K 0.00% NEW $86.16 +5.9%
369 SBUX Starbucks Corporation Consumer Cyclical 51.0 $5K 0.00% NEW $102.20 +5.5%
370 NKE Nike Inc CL B Consumer Cyclical 125.0 $5K 0.00% $41.05 -3.5%
371 ASYS Amtech Systems Inc. Technology 220.0 $5K 0.00% NEW $23.08 -34.8%
372 NVO Novo Nordisk A/S Healthcare 105.0 $5K 0.00% $47.94 -4.9%
373 ENB Enbridge Inc Energy 88.0 $5K 0.00% NEW $54.20 -7.4%
374 ON On Semiconductor Corp. Technology 50.0 $5K 0.00% NEW $94.54 -23.2%
375 VMC Vulcan Materials Co Basic Materials 16.0 $5K 0.00% -8.0 -33.3% $295.00 -6.9%
376 CPK Chesapeake Utilities Corp Utilities 38.0 $5K 0.00% $122.47 +8.4%
377 VICI VICI Properties Inc. Real Estate 173.0 $5K 0.00% NEW $26.55 -2.6%
378 ORLY Oreilly Automotive, Inc. Ordinary Shares Consumer Cyclical 47.0 $4K 0.00% -15.0 -24.2% $92.09 -3.9%
379 DNP Duff & Phelps Utils Income Icom Financial Services 401.0 $4K 0.00% $10.79 +1.3%
380 BIIB Biogen Inc Com Healthcare 20.0 $4K 0.00% $216.05 +1.1%
Page 19 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%