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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 8 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLI Industrial Sector SPDR 1,519.0 $281K 0.08% -228.0 -13.1% $185.23 -5.2%
142 D Dominion New RES Inc VA New Utilities 4,054.0 $277K 0.08% -94.0 -2.3% $68.29 -4.6%
143 IYT iShares Transportation Avg ETF 3,133.0 $272K 0.08% -1K -30.7% $86.75 -1.4%
144 RJF Raymond James Financial, Inc. Ordinary Shares Financial Services 1,785.0 $271K 0.08% -345.0 -16.2% $152.03 +17.5%
145 BMY Bristol Myers Squibb Co Com Healthcare 4,459.0 $257K 0.07% -282.0 -6.0% $57.62 +15.1%
146 DIA SPDR Dow Jones Industrial Average Financial Services 481.0 $251K 0.07% -15.0 -3.0% $522.39 +1.8%
147 UNH UnitedHealth Group Inc Com Healthcare 593.0 $246K 0.07% +7.0 +1.2% $415.63 -5.8%
148 HBAN Huntington Bancshares Inc Com Financial Services 13,090.0 $232K 0.07% $17.73 -5.4%
149 IBIT IShares Bitcoin Trust Financial Services 6,594.0 $220K 0.06% +2K +49.2% $33.29 +32.6%
150 LMT Lockheed Martin Corp Industrials 422.0 $215K 0.06% +7.0 +1.7% $509.46 +10.2%
151 RTX Raytheon Technologies Corp Industrials 1,127.0 $214K 0.06% -23.0 -2.0% $189.73 +10.3%
152 ADP Automatic Data Processing Industrials 950.0 $213K 0.06% -50.0 -5.0% $223.95 +28.0%
153 IWO iShares Russell 2000 Growth ETF 505.0 $199K 0.06% -7.0 -1.4% $393.96 -4.5%
154 WELL Welltower Inc Real Estate 839.0 $190K 0.06% +39.0 +4.9% $226.97 +3.8%
155 UNP Union Pac Corp Com Industrials 695.0 $189K 0.05% -142.0 -17.0% $272.00 +12.4%
156 MAR Marriott Int CL A Consumer Cyclical 500.0 $185K 0.05% -10.0 -2.0% $370.59 -7.2%
157 IJH iShares Tr Core S&P McP ETF 2,215.0 $171K 0.05% $77.11 -2.2%
158 MPC Marathon Pete Corp Energy 668.0 $171K 0.05% $255.67 +46.3%
159 TXN Texas Instrs Inc Com Technology 561.0 $167K 0.05% +31.0 +5.8% $298.07 -12.6%
160 EEM iShares MSCI Emerging Markets ETF 2,430.0 $166K 0.05% +15.0 +0.6% $68.41 -1.7%
Page 8 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%