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Portfolio (Quarterly) Guide ↗

FIRST UNITED BANK & TRUST

· CIK 0001214183
13F Portfolio $313M AUM 557 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 71 Added 122 Reduced 32 Exited
Page 3 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BX Blackstone Group Inc Financial Services 13,263.0 $2.0M 0.65% +663.0 +5.3% $154.14 -19.7%
42 ABT Abbott Labs Com Healthcare 15,975.0 $2.0M 0.64% $125.29 -29.4%
43 AMGN Amgen Inc Com Healthcare 5,957.0 $1.9M 0.62% +167.0 +2.9% $327.31 +3.1%
44 CVX Chevrontexaco Energy 12,475.0 $1.9M 0.61% -68.0 -0.5% $152.41 +13.9%
45 CSX CSX Corp Com Industrials 50,956.0 $1.8M 0.59% -7K -11.5% $36.25 +25.9%
46 BND Vanguard Bond Index Fund Inctotal Bd Market 24,583.0 $1.8M 0.58% $74.07 -1.0%
47 GLD SPDR Gold Trust ETF Financial Services 4,353.0 $1.7M 0.55% +2K +96.7% $396.31 -2.3%
48 PULS PGIM Ultra-Short Bond ETF 34,745.0 $1.7M 0.55% -2K -6.2% $49.59 +0.1%
49 MTB M & T Bank Corp Financial Services 8,333.0 $1.7M 0.54% -52.0 -0.6% $201.48 +11.7%
50 XLK Select Sector SPDR Tr Technology 10,132.0 $1.5M 0.47% +5K +111.8% $143.97 +33.0%
51 CME CME Group Inc Financial Services 5,258.0 $1.4M 0.46% +181.0 +3.6% $273.08 -9.8%
52 JNJ Johnson & Johnson Com Healthcare 6,907.0 $1.4M 0.46% -422.0 -5.8% $206.95 +10.4%
53 PEP PepsiCo Inc Com Consumer Defensive 9,812.0 $1.4M 0.45% -354.0 -3.5% $143.52 -1.0%
54 ITW Illinois Tool WKS Inc Industrials 5,709.0 $1.4M 0.45% +270.0 +5.0% $246.30 +7.2%
55 VLO Valero Energy New Energy 8,320.0 $1.4M 0.43% +360.0 +4.5% $162.79 +45.2%
56 WMT Wal Mart Stores Inc Com Consumer Defensive 11,302.0 $1.3M 0.40% +825.0 +7.9% $111.41 +6.0%
57 XOM Exxon Mobil Corp Com Energy 10,168.0 $1.2M 0.39% +664.0 +7.0% $120.34 +17.0%
58 BKLN Invesco Sr Loan ETF 55,358.0 $1.2M 0.37% +22K +64.4% $21.00 -2.6%
59 ECL Ecolab Inc Basic Materials 4,420.0 $1.2M 0.37% +230.0 +5.5% $262.52 +2.5%
60 Fortinet Inc Com 14,540.0 $1.2M 0.37% -795.0 -5.2% $79.41
Page 3 of 20  ·  394 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 30.0%
Technology 23.8%
Healthcare 9.1%
Consumer Cyclical 8.3%
Industrials 7.4%
Communication Services 7.1%
Consumer Defensive 5.1%
Energy 3.8%
Utilities 3.4%
Real Estate 1.1%