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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 6 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NOC Northrop Grumman Corp Industrials 1,093.0 $557K 0.16% +35.0 +3.3% $509.31 +7.1%
102 ABBV Abbvie Inc Healthcare 2,187.0 $550K 0.16% $251.64 +1.5%
103 CBRE CBRE Group Inc CL A Real Estate 4,029.0 $543K 0.16% -1K -22.5% $134.69 +12.0%
104 IGSB iShares 1-3 Yr Cr Bd ETF 10,320.0 $541K 0.16% +3K +35.8% $52.41 -0.6%
105 EQIX Equinix Inc Com Real Estate 507.0 $528K 0.15% -237.0 -31.9% $1042.39 +0.2%
106 TJX TJX Cos Inc New Consumer Cyclical 3,326.0 $504K 0.14% +3K +321.0% $151.50 -10.8%
107 NUE Nucor Corp Basic Materials 2,258.0 $503K 0.14% +111.0 +5.2% $222.75 +12.5%
108 IWS iShares Russell Midcap Value ETF 2,981.0 $491K 0.14% -115.0 -3.7% $164.60 +3.7%
109 AVGO Broadcom Inc Nvp Technology 1,285.0 $485K 0.14% +125.0 +10.8% $377.75 -2.4%
110 XLC Communication Services Select SPDR 4,444.0 $476K 0.14% -1K -22.0% $107.13 +5.5%
111 DIS Disney Walt Co Com Disney Communication Services 4,711.0 $453K 0.13% $96.25 +12.3%
112 NXST Nexstar Media Grop Communication Services 2,530.0 $452K 0.13% -565.0 -18.3% $178.59 +2.6%
113 DE Deere & Company Industrials 689.0 $437K 0.13% -9.0 -1.3% $634.33 -0.6%
114 EOG EOG RES Inc Energy 3,363.0 $436K 0.13% -2K -35.1% $129.73 +10.5%
115 DBEU DBX ETF Tr Xtrack MSCI Eurp 7,000.0 $378K 0.11% $53.96 +1.7%
116 SHOP Shopify Inc Technology 3,305.0 $377K 0.11% -3K -43.5% $114.18 +33.9%
117 IYH iShares Dow Jones US Healthcare 5,612.0 $376K 0.11% -388.0 -6.5% $67.01 +7.9%
118 FTRB Federated Hermes Total Retun Bond ETF 14,941.0 $375K 0.11% NEW $25.09 -1.1%
119 VSGX Vanguard ESG Intl ETF 4,531.0 $373K 0.11% +166.0 +3.8% $82.34 +1.3%
120 DHI D R Horton Inc Consumer Cyclical 2,230.0 $363K 0.10% -156.0 -6.5% $162.88 -9.5%
Page 6 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%