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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 3 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN Amgen Inc Com Healthcare 5,801.0 $2.1M 0.60% -156.0 -2.6% $362.12 +19.4%
42 AMD Advanced Micro Devices Inc Com Technology 3,609.0 $2.1M 0.60% -290.0 -7.4% $580.91 -19.9%
43 CVX Chevrontexaco Energy 11,993.0 $2.0M 0.57% -482.0 -3.9% $165.76 +21.8%
44 MTB M & T Bank Corp Financial Services 8,312.0 $2.0M 0.57% $238.01 -0.3%
45 PULS PGIM Ultra-Short Bond ETF 39,150.0 $1.9M 0.56% +4K +12.7% $49.55 +0.3%
46 DFIS Dimensional International Small Cap ETF 55,130.0 $1.9M 0.56% NEW $35.03 +7.4%
47 Fortinet Inc Com 12,435.0 $1.9M 0.55% -2K -14.5% $153.62
48 MA Mastercard Inc Financial Services 3,680.0 $1.9M 0.54% -395.0 -9.7% $513.60 +15.9%
49 PWR Quanta Services Inc Industrials 2,435.0 $1.8M 0.50% -124.0 -4.8% $720.04 -16.3%
50 DHR Danaher Corp Del Com Healthcare 8,877.0 $1.7M 0.49% -1K -12.1% $190.48 +13.4%
51 JNJ Johnson & Johnson Com Healthcare 6,585.0 $1.7M 0.48% -322.0 -4.7% $253.97 +5.5%
52 GEV Ge Vernova Inc Corp Com Utilities 1,413.0 $1.7M 0.48% +182.0 +14.8% $1174.86 -22.4%
53 ITW Illinois Tool WKS Inc Industrials 5,604.0 $1.5M 0.44% -105.0 -1.8% $270.47 +3.6%
54 BND Vanguard Bond Index Fund Inctotal Bd Market 20,184.0 $1.5M 0.43% -4K -17.9% $73.41 -1.5%
55 GLD SPDR Gold Trust ETF Financial Services 4,008.0 $1.5M 0.42% -345.0 -7.9% $368.38 +11.0%
56 XOM Exxon Mobil Corp Com Energy 10,760.0 $1.5M 0.42% +592.0 +5.8% $136.72 +14.6%
57 VBK Vanguard Index FDS Sml CP Grw ETF 3,952.0 $1.4M 0.42% +417.0 +11.8% $365.70 -3.8%
58 ISRG Intuituve Surgical Inc Healthcare 3,339.0 $1.3M 0.38% -314.0 -8.6% $397.68 -6.3%
59 WMT Wal Mart Stores Inc Com Consumer Defensive 11,341.0 $1.3M 0.37% $113.26 -9.0%
60 VZ Verizon Communications Communication Services 30,222.0 $1.3M 0.37% +2K +8.9% $42.34 +18.3%
Page 3 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%