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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 5 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD Home Depot Inc Com Consumer Cyclical 2,619.0 $924K 0.27% $352.68 -6.4%
82 BKLN Invesco Sr Loan ETF 44,134.0 $899K 0.26% -11K -20.3% $20.37 +0.7%
83 IWP iShares Russell Midcap Growth ETF 6,035.0 $884K 0.25% $146.41 -3.8%
84 HYD Vaneck Vec High Yld Mun ETF 16,691.0 $860K 0.25% -3K -17.3% $51.51 -2.8%
85 WEC WEC Energy Group Inc Utilities 7,280.0 $850K 0.24% -425.0 -5.5% $116.77 -9.0%
86 MCK McKesson Corp Com Healthcare 1,112.0 $840K 0.24% +37.0 +3.4% $755.60 +18.2%
87 FLOT iShares Floating Rate Bond 16,305.0 $832K 0.24% -4K -19.0% $51.05 +0.0%
88 IBM International Business MacHscom Technology 2,841.0 $799K 0.23% $281.21 -16.2%
89 ET LP Energy Transfer Eq Energy 41,310.0 $790K 0.23% +1K +3.4% $19.12 +11.5%
90 GL Globe Life Inc Ordinary Shares Financial Services 4,225.0 $755K 0.22% -40.0 -0.9% $178.68 -3.3%
91 NEE Nextera Energy Inc Utilities 8,415.0 $739K 0.21% -413.0 -4.7% $87.77 -6.8%
92 PKG Packaging Corp of America Consumer Cyclical 3,069.0 $731K 0.21% -308.0 -9.1% $238.28 +0.9%
93 META Facebook Communication Services 1,287.0 $725K 0.21% +117.0 +10.0% $563.29 +2.6%
94 ERIE Erie Indty Co CL A Financial Services 3,000.0 $719K 0.21% $239.75 +8.6%
95 VCIT Vanguard Scottsdale FDS Int-Term Corp 8,554.0 $707K 0.20% +2K +27.4% $82.65 -1.8%
96 VEA Vanguard Europe Pacific ETF 9,783.0 $697K 0.20% +2K +22.1% $71.25 +2.5%
97 RSG Republic Svcs Inc Com Industrials 2,820.0 $601K 0.17% -985.0 -25.9% $213.08 +4.2%
98 AUB Atlantic Union Bankshares Corp Ordinary Shares Financial Services 14,052.0 $595K 0.17% +14K +5104.4% $42.31 -3.9%
99 TFC Truist Finl Corp Com Financial Services 11,843.0 $590K 0.17% -1K -7.8% $49.82 +1.2%
100 PANW Palo Alto Networks Inc Com Technology 1,675.0 $571K 0.16% -4K -69.6% $341.02 +9.0%
Page 5 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%