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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 7 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KO Coca Cola Co Com Consumer Defensive 4,372.0 $355K 0.10% -48.0 -1.1% $81.27 +10.3%
122 XLY Consumer Discretionary Sector SPDR 3,008.0 $353K 0.10% -192.0 -6.0% $117.28 -0.1%
123 MRK Merck & Co Inc Com Healthcare 2,744.0 $353K 0.10% $128.50 +15.4%
124 IEI iShares Tr 3 7 Yr Treas Bd 2,999.0 $352K 0.10% -505.0 -14.4% $117.45 -1.1%
125 XLF Financial Sector SPDR 6,557.0 $352K 0.10% -231.0 -3.4% $53.61 +8.4%
126 BAC Bank of America Corp Financial Services 5,890.0 $336K 0.10% +221.0 +3.9% $56.98 +9.4%
127 NEO Neogenomics Inc Com New Healthcare 23,000.0 $336K 0.10% $14.59 +23.7%
128 QCOM Qualcomm Inc Com Technology 1,804.0 $333K 0.10% +184.0 +11.4% $184.79 -11.1%
129 FEIM Frequency Electronics Technology 5,000.0 $332K 0.10% $66.35 -8.9%
130 NFLX Netflix Inc Com Communication Services 4,625.0 $330K 0.10% +5K +5681.2% $71.40 +14.5%
131 XLU Utilities Sector SPDR 7,152.0 $324K 0.09% -713.0 -9.1% $45.34 -5.8%
132 MO Altria Group Inc Com Consumer Defensive 4,425.0 $318K 0.09% $71.95 -4.6%
133 LRCX Lam Research Corp. Ordinary Shares Technology 720.0 $312K 0.09% -25.0 -3.4% $433.33 -30.3%
134 ETN Eaton Corporation PLC Industrials 732.0 $312K 0.09% +29.0 +4.1% $426.12 -5.5%
135 PM Phillip Morris Intl, Inc. Consumer Defensive 1,685.0 $305K 0.09% +31.0 +1.9% $180.91 +6.1%
136 DUK Duke Energy Corp New Utilities 2,375.0 $301K 0.09% +48.0 +2.1% $126.58 -5.0%
137 FTGC First Tr Global Tactical CM 11,041.0 $299K 0.09% +8K +215.5% $27.05 +13.4%
138 ORCL Oracle Corp Com Technology 1,966.0 $288K 0.08% -2K -50.3% $146.55 +2.8%
139 WM Waste Management Inc Industrials 1,286.0 $287K 0.08% -56.0 -4.2% $222.88 -1.4%
140 GPC Genuine Parts Co Consumer Cyclical 2,391.0 $282K 0.08% -2K -45.1% $117.98 +16.6%
Page 7 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%