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Portfolio (Quarterly) Guide ↗

FIRST UNITED BANK & TRUST

· CIK 0001214183
13F Portfolio $308M AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 419 New
Page 21 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ROL Rollins, Inc. Consumer Cyclical 38.0 $2K 0.00% NEW $58.74 -23.5%
402 LQD iShares Iboxx Invest Grade CRP Bond 20.0 $2K 0.00% NEW $111.45 -2.1%
403 IOVA Iovance Biotherapeutics Inc. Healthcare 1,000.0 $2K 0.00% NEW $2.17 +80.2%
404 LII Lennox International Inc Ordinary Shares Industrials 4.0 $2K 0.00% NEW $529.25 +0.6%
405 ALCO Alico Inc Consumer Defensive 60.0 $2K 0.00% NEW $34.67 +16.4%
406 EFX Equifax, Inc. Industrials 8.0 $2K 0.00% NEW $256.50 -40.0%
407 KHC Kraft Heinzcompany Consumer Defensive 73.0 $2K 0.00% NEW $26.04 -12.4%
408 EMN Eastman Chem Co Com Basic Materials 30.0 $2K 0.00% NEW $63.07 +14.9%
409 BRBR Bellring Brands Inc Ordinary Shares Consumer Defensive 50.0 $2K 0.00% NEW $36.36 -74.0%
410 NTLA Intellia Thereutics Inc Healthcare 100.0 $2K 0.00% NEW $17.27 -9.3%
411 DOW Dow Inc Com Basic Materials 66.0 $2K NEW $22.92 +38.4%
412 FICO Fair Isaac Corp Technology 1.0 $1K NEW $1497.00 -26.8%
413 Ralliant Corp. Ordinary Shares 33.0 $1K NEW $43.73
414 M Macy Inc Consumer Cyclical 70.0 $1K NEW $17.93 +34.6%
415 Brookfield Asset Management Ltd 17.0 $968.0 NEW $56.94
416 NLOP Net Lease Office Properties Real Estate 27.0 $801.0 NEW $29.67 -60.9%
417 GT Goodyear Tire & Rubr Co Com Consumer Cyclical 105.0 $785.0 NEW $7.48 -17.2%
418 The ODP Corp USD 0.01 10.0 $279.0 NEW $27.90
419 Canopy Growth Corp COMMON 33.0 $48.0 NEW $1.45
Page 21 of 21  ·  419 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 30.8%
Technology 24.5%
Consumer Cyclical 8.6%
Healthcare 8.3%
Industrials 7.7%
Communication Services 6.1%
Consumer Defensive 5.1%
Energy 3.7%
Utilities 3.2%
Real Estate 1.1%