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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 20 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NCLH Norwegian Cruise Line Hldg Lshs Consumer Cyclical 200.0 $4K 0.00% +100.0 +100.0% $21.11 -21.1%
382 F Ford Motor Co Del Consumer Cyclical 300.0 $4K 0.00% $13.90 -0.2%
383 MARA Mara Holdings Inc. Ordinary Shares Financial Services 300.0 $4K 0.00% NEW $13.89 -23.2%
384 IOVA Iovance Biotherapeutics Inc. Healthcare 1,000.0 $4K 0.00% $4.16 +92.5%
385 GOLF ORP Consumer Cyclical 35.0 $4K 0.00% $118.54 -26.7%
386 QTUM Etf Series Solutions Trust Defiance Quantum 25.0 $4K 0.00% $165.40 -10.4%
387 FPE First Tr Exch Traded FD III Pfd Secs Inc ETF 220.0 $4K 0.00% $17.88 -1.1%
388 MICC Magnum Ice Cream Company N.V. Ordinary Shares Consumer Defensive 215.0 $4K 0.00% $17.40 +16.0%
389 EPD Enterprise Partners LP 100.0 $4K 0.00% $36.76
390 BHF Brighthouse Financial Inc Financial Services 58.0 $4K 0.00% NEW $63.29 -16.2%
391 USA Liberty All Star Eqty Shs Ben Int Financial Services 627.0 $4K 0.00% $5.81 +3.3%
392 PGR The Progressive Corporation Financial Services 16.0 $3K 0.00% $218.44 +0.1%
393 GNW Genworth Finl Inc CL A Financial Services 365.0 $3K 0.00% $9.47 +5.4%
394 CMG Chipotle Mexican Grill Inc Consumer Cyclical 100.0 $3K 0.00% $34.00 +11.9%
395 GBTC Grayscale Investments LLC Bitcoin Trust Financial Services 70.0 $3K 0.00% NEW $45.51 +31.8%
396 WRB Berkley Corp W.R. Financial Services 43.0 $3K 0.00% $70.53 -3.0%
397 CLH Clean Harbors Inc Com Industrials 10.0 $3K 0.00% NEW $298.80 +4.0%
398 CPRT CoPart Inc Industrials 103.0 $3K 0.00% $28.19 +17.0%
399 CSGP Costar Group Inc Real Estate 100.0 $3K 0.00% $28.32 +13.8%
400 SHW Sherwin Williams Co. Basic Materials 8.0 $3K 0.00% -8.0 -50.0% $344.38 +0.1%
Page 20 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%