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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 4 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PepsiCo Inc Com Consumer Defensive 8,841.0 $1.2M 0.34% -971.0 -9.9% $135.40 +4.2%
62 TIP iShares TIPS Bond ETF 10,852.0 $1.2M 0.34% +4K +68.8% $109.43 -2.3%
63 Honeywell International Inc Ordinary Shares 5,268.0 $1.2M 0.34% NEW $223.90
64 Honeywell Aerospace Inc. 5,268.0 $1.2M 0.34% NEW $221.08
65 PMIO PGIM Municipal Income Opportunities ETF 22,760.0 $1.2M 0.33% +11K +88.5% $51.09 -1.5%
66 ECL Ecolab Inc Basic Materials 4,162.0 $1.2M 0.33% -258.0 -5.8% $278.61 +2.9%
67 MCHP Microchip Technology Inc. Com Technology 12,153.0 $1.1M 0.32% +818.0 +7.2% $91.20 -20.0%
68 FBCG Fidelity Covington Trust Blue Chip Growth Etf 17,811.0 $1.1M 0.32% +14K +405.1% $62.11 -0.5%
69 GOOG Alphabet Inc 3,113.0 $1.1M 0.32% -110.0 -3.4% $353.33
70 CVS CVS/Caremark Corp Healthcare 10,547.0 $1.1M 0.31% -745.0 -6.6% $103.45 -10.0%
71 LLY Lilly Eli & Co Com Healthcare 905.0 $1.1M 0.31% +10.0 +1.1% $1199.43 -2.2%
72 Berkshire Hathaway B 2,094.0 $1.0M 0.30% $500.39
73 XLK Select Sector SPDR Tr Technology 5,435.0 $1.0M 0.30% -5K -46.4% $190.52 -2.5%
74 TSLA Tesla Inc Com Consumer Cyclical 2,454.0 $1.0M 0.30% +239.0 +10.8% $420.60 -17.1%
75 BX Blackstone Group Inc Financial Services 8,690.0 $1.0M 0.29% -5K -34.5% $117.67 +21.0%
76 CME CME Group Inc Financial Services 4,584.0 $1.0M 0.29% -674.0 -12.8% $220.83 +29.4%
77 KLAC KLA-Tencor Corp Technology 3,240.0 $978K 0.28% +3K +887.8% $301.71 -41.8%
78 ABT Abbott Labs Com Healthcare 10,550.0 $957K 0.28% -5K -34.0% $90.74 +23.9%
79 CAT Caterpillar Inc Del Com Industrials 893.0 $951K 0.27% -37.0 -4.0% $1064.90 -24.9%
80 IWD iShares Russell 1000 Value ETF 3,852.0 $934K 0.27% $242.43 +6.6%
Page 4 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%