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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 4 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ Verizon Communications Communication Services 27,759.0 $1.1M 0.36% +740.0 +2.7% $40.73 +12.5%
62 PWR Quanta Services Inc Industrials 2,559.0 $1.1M 0.34% +199.0 +8.4% $422.06 +66.4%
63 VBK Vanguard Index FDS Sml CP Grw ETF 3,535.0 $1.1M 0.34% +125.0 +3.7% $302.11 +18.0%
64 Berkshire Hathaway B 2,104.0 $1.1M 0.34% -875.0 -29.4% $502.65
65 HYD Vaneck Vec High Yld Mun ETF 20,181.0 $1.0M 0.33% -2K -10.6% $51.12 +0.7%
66 FLOT iShares Floating Rate Bond 20,120.0 $1.0M 0.33% -3K -13.9% $50.86 +0.3%
67 PANW Palo Alto Networks Inc Com Technology 5,513.0 $1.0M 0.32% $184.20 +56.2%
68 GOOG Alphabet Inc Communication Services 3,223.0 $1.0M 0.32% -45.0 -1.4% $313.80 +17.1%
69 TSLA Tesla Inc Com Consumer Cyclical 2,215.0 $996K 0.32% -914.0 -29.2% $449.72 -10.9%
70 ROP Roper Technologies Inc Industrials 2,225.0 $990K 0.32% -135.0 -5.7% $445.13 -25.8%
71 LLY Lilly Eli & Co Com Healthcare 895.0 $962K 0.31% -15.0 -1.6% $1074.68 +2.2%
72 SHOP Shopify Inc Technology 5,855.0 $942K 0.30% +330.0 +6.0% $160.97 -32.4%
73 CRM Salesforce Com Inc Technology 3,536.0 $937K 0.30% -1K -24.8% $264.91 -42.7%
74 HD Home Depot Inc Com Consumer Cyclical 2,608.0 $897K 0.29% -20.0 -0.8% $344.10 -2.9%
75 CVS CVS/Caremark Corp Healthcare 11,292.0 $896K 0.29% +800.0 +7.6% $79.36 +23.9%
76 MCK McKesson Corp Com Healthcare 1,075.0 $882K 0.28% +285.0 +36.1% $820.29 -8.5%
77 ERIE Erie Indty Co CL A Financial Services 3,000.0 $860K 0.27% -7K -70.0% $286.65 -22.9%
78 IBM International Business MacHscom Technology 2,833.0 $839K 0.27% -316.0 -10.0% $296.21 -15.9%
79 CBRE CBRE Group Inc CL A Real Estate 5,196.0 $835K 0.27% +1K +27.5% $160.79 -18.2%
80 AMD Advanced Micro Devices Inc Com Technology 3,899.0 $835K 0.27% +128.0 +3.4% $214.16 +150.9%
Page 4 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%