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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 6 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EQIX Equinix Inc Com Real Estate 744.0 $570K 0.18% -16.0 -2.1% $766.16 +42.6%
102 VCIT Vanguard Scottsdale FDS Int-Term Corp 6,716.0 $562K 0.18% +621.0 +10.2% $83.75 -1.5%
103 EOG EOG RES Inc Energy 5,183.0 $544K 0.17% $105.01 +23.8%
104 GPC Genuine Parts Co Consumer Cyclical 4,358.0 $536K 0.17% +185.0 +4.4% $122.96 -11.6%
105 DIS Disney Walt Co Com Disney Communication Services 4,698.0 $534K 0.17% +110.0 +2.4% $113.77 -8.7%
106 CAT Caterpillar Inc Del Com Industrials 930.0 $533K 0.17% -5.0 -0.5% $572.87 +72.1%
107 VGK Vanguard Intl Equity Index Fftse Europe ETF 6,010.0 $502K 0.16% +2K +34.1% $83.61 +5.6%
108 VEA Vanguard Europe Pacific ETF 8,015.0 $501K 0.16% $62.47 +15.8%
109 ABBV Abbvie Inc Healthcare 2,185.0 $499K 0.16% -910.0 -29.4% $228.49 -5.2%
110 IWS iShares Russell Midcap Value ETF 3,096.0 $437K 0.14% $141.05 +15.5%
111 IEI iShares Tr 3 7 Yr Treas Bd 3,504.0 $418K 0.13% -385.0 -9.9% $119.35 -1.8%
112 IGSB iShares 1-3 Yr Cr Bd ETF 7,599.0 $402K 0.13% -205.0 -2.6% $52.88 -1.1%
113 AVGO Broadcom Inc Nvp Technology 1,160.0 $401K 0.13% -70.0 -5.7% $346.10 +18.9%
114 KLAC KLA-Tencor Corp Technology 328.0 $399K 0.13% $1215.08 -78.6%
115 IYH iShares Dow Jones US Healthcare 6,000.0 $391K 0.12% $65.10 -3.7%
116 XLY Consumer Discretionary Sector SPDR 3,200.0 $382K 0.12% +2K +100.0% $119.41 -1.9%
117 XLF Financial Sector SPDR 6,788.0 $372K 0.12% $54.77 -2.2%
118 NUE Nucor Corp Basic Materials 2,147.0 $350K 0.11% +800.0 +59.4% $163.11 +49.5%
119 DHI D R Horton Inc Consumer Cyclical 2,386.0 $344K 0.11% +1K +75.3% $144.03 +9.6%
120 RJF Raymond James Financial, Inc. Ordinary Shares Financial Services 2,130.0 $342K 0.11% +305.0 +16.7% $160.59 -2.9%
Page 6 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%