FIRST UNITED BANK & TRUST
BankFiling Date
Global Rank
#4,524
/ 8,232
▲ 27
Top Industry
Consumer Electronics
7.0%
3Y Alpha vs SPY
-4.7%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+56.5%
SPY
+76.3%
Annualised alpha
-4.7%
Max drawdown
−17.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
298 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.8%
−0.4 pts
Top 5
28.7%
−2.7 pts
Top 10
40.2%
−4.0 pts
HHI
312
Diversified−26
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.4% | $30,284,974 |
| Unclassified | 17.6% | $26,127,596 |
| Financial Services | 12.6% | $18,698,730 |
| Healthcare | 8.8% | $13,079,442 |
| Industrials | 8.7% | $12,979,521 |
| Consumer Cyclical | 8.6% | $12,840,077 |
| Communication Services | 6.0% | $8,995,555 |
| Consumer Defensive | 5.9% | $8,721,096 |
| Energy | 5.8% | $8,555,095 |
| Utilities | 3.5% | $5,142,233 |
| Basic Materials | 1.2% | $1,770,933 |
| Real Estate | 1.0% | $1,558,943 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETHA | iShares Ethereum Trust ETF | +6,455 | 13,815 | $218,691 | |
| NFLX | Netflix Inc | +3,560 | 3,640 | $349,985 | |
| VZ | Verizon Communications Inc | +3,245 | 31,004 | $1,556,400 | |
| TJX | Tjx Companies Inc /De/ | +2,014 | 2,804 | $447,798 | |
| XOM | Exxon Mobil Corp | +993 | 11,161 | $1,893,574 | |
| GLD | Spdr Gold Trust | +905 | 5,258 | $2,262,464 | |
| CSX | Csx Corp | +763 | 51,719 | $2,123,064 | |
| ET | Energy Transfer LP | +699 | 40,635 | $784,255 | |
| WEC | Wec Energy Group, Inc. | +340 | 8,045 | $931,368 | |
| PLTR | Palantir Technologies Inc. | +315 | 1,080 | $157,982 | |
| NXST | Nexstar Media Group, Inc. | +220 | 3,315 | $599,451 | |
| MTB | M&T Bank Corp | +191 | 8,524 | $1,762,080 | |
| DD | DuPont de Nemours, Inc. | +191 | 1,100 | $50,379 | |
| TSLA | Tesla, Inc. | +134 | 2,349 | $873,240 | |
| NCLH | Norwegian Cruise Line Holdings Ltd. | +100 | 200 | $3,740 | |
| NUE | Nucor Corp | +98 | 2,245 | $379,629 | |
| GL | Globe Life Inc. | +90 | 4,355 | $606,084 | |
| CVX | Chevron Corp | +57 | 12,532 | $2,592,870 | |
| RIVN | Rivian Automotive, Inc. / DE | +55 | 340 | $5,117 | |
| MCK | Mckesson Corp | +52 | 1,127 | $975,259 | |
| COIN | Coinbase Global, Inc. | +50 | 90 | $15,714 | |
| MCHP | Microchip Technology Inc | +50 | 11,385 | $735,584 | |
| CRSP | CRISPR Therapeutics AG | +35 | 135 | $6,421 | |
| NOC | Northrop Grumman Corp /De/ | +32 | 1,090 | $743,641 | |
| M | Macy's, Inc. | +30 | 100 | $1,808 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ANET | Arista Networks, Inc. | −11,602 | 27,872 | $3,422,123 | |
| NVDA | Nvidia Corp | −6,781 | 22,107 | $3,855,460 | |
| GOOGL | Alphabet Inc. | −5,381 | 17,206 | $4,947,756 | |
| PANW | Palo Alto Networks Inc | −4,440 | 1,073 | $172,023 | |
| NOW | ServiceNow, Inc. | −4,225 | 400 | $41,820 | |
| BX | Blackstone Inc. | −2,780 | 10,483 | $1,205,439 | |
| CRM | Salesforce, Inc. | −2,779 | 757 | $141,308 | |
| SHOP | Shopify Inc. | −2,260 | 3,595 | $426,438 | |
| AAPL | Apple Inc. | −2,242 | 33,869 | $8,595,612 | |
| QQQ | Invesco Qqq Trust, Series 1 | −2,213 | 33,016 | $19,056,174 | |
| ORCL | Oracle Corp | −2,120 | 1,833 | $269,652 | |
| FTNT | Fortinet, Inc. | −2,085 | 12,455 | $1,017,822 | |
| IBIT | iShares Bitcoin Trust ETF | −1,855 | 2,564 | $98,508 | |
| ROP | Roper Technologies Inc | −1,782 | 443 | $156,759 | |
| ABT | Abbott Laboratories | −1,700 | 14,275 | $1,465,613 | |
| JPM | Jpmorgan Chase & Co | −1,600 | 15,734 | $4,628,313 | |
| GPC | Genuine Parts Co | −1,554 | 2,804 | $296,522 | |
| LOW | Lowes Companies Inc | −1,149 | 12,448 | $2,941,212 | |
| TFC | Truist Financial Corp | −1,000 | 11,843 | $544,422 | |
| PG | PROCTER & GAMBLE Co | −889 | 15,666 | $2,262,796 | |
| CMCSA | Comcast Corp | −875 | 4,449 | $127,730 | |
| EOG | Eog Resources Inc | −785 | 4,398 | $635,818 | |
| DHR | Danaher Corp /De/ | −777 | 9,327 | $1,768,399 | |
| RSG | Republic Services, Inc. | −770 | 3,035 | $664,725 | |
| MSFT | Microsoft Corp | −726 | 14,635 | $5,417,437 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WDC | Western Digital Corp | 380 | $102,786 | |
| MU | Micron Technology Inc | 260 | $87,838 | |
| TGB | Taseko Mines Ltd | 12,200 | $78,690 | |
| STX | Seagate Technology Holdings plc | 190 | $74,434 | |
| SNDK | Sandisk Corp | 85 | $54,003 | |
| ACNB | Acnb Corp | 990 | $47,391 | |
| WULF | Terawulf Inc. | 2,540 | $36,652 | |
| WAT | Waters Corp /De/ | 104 | $30,971 | |
| CTAS | Cintas Corp | 150 | $25,371 | |
| USAS | Americas Gold & Silver Corp | 2,500 | $13,050 | |
| GIS | General Mills Inc | 160 | $5,955 | |
| IONQ | IonQ, Inc. | 200 | $5,766 | |
| BHF | Brighthouse Financial, Inc. | 58 | $3,473 | |
| MARA | MARA Holdings, Inc. | 300 | $2,448 | |
| ACHR | Archer Aviation Inc. | 180 | $930 | |
| HLN | Haleon plc | 70 | $700 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PYPL | PayPal Holdings, Inc. | 1,040 | $60,715 | |
| TTWO | Take Two Interactive Software Inc | 40 | $10,241 | |
| AMT | American Tower Corp /Ma/ | 45 | $7,900 | |
| LYV | Live Nation Entertainment, Inc. | 31 | $4,417 | |
| BABA | Alibaba Group Holding Ltd | 22 | $3,224 | |
| MLM | Martin Marietta Materials Inc | 5 | $3,113 | |
| UBER | Uber Technologies, Inc | 36 | $2,941 | |
| ROL | Rollins Inc | 38 | $2,280 | |
| LII | Lennox International Inc | 4 | $1,942 | |
| EFX | Equifax Inc | 8 | $1,735 | |
| FICO | Fair Isaac Corp | 1 | $1,690 | |
| RAL | Ralliant Corp | 33 | $1,680 | |
| BRO | Brown & Brown, Inc. | 19 | $1,514 | |
| BAM | Brookfield Asset Management Ltd. | 17 | $890 | |
| NXDT | Nexpoint Diversified Real Estate Trust | 23 | $88 | |
| No positions match the current search. | ||||
298 positions ·
$148,754,195 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 298 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 33,016 | $19,056,174 | 12.81% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 33,869 | $8,595,612 | 5.78% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,635 | $5,417,437 | 3.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 17,206 | $4,947,756 | 3.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 15,734 | $4,628,313 | 3.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 6,021 | $3,915,696 | 2.63% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 22,107 | $3,855,460 | 2.59% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 27,872 | $3,422,123 | 2.30% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 9,821 | $3,052,267 | 2.05% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 12,448 | $2,941,212 | 1.98% | |
| CVX |
Chevron Corp
Energy
|
Added | 12,532 | $2,592,870 | 1.74% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 12,125 | $2,523,090 | 1.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 11,669 | $2,430,302 | 1.63% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 10,714 | $2,421,684 | 1.63% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,351 | $2,342,606 | 1.57% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 15,666 | $2,262,796 | 1.52% | |
| GLD |
Spdr Gold Trust
|
Added | 5,258 | $2,262,464 | 1.52% | |
| SO |
Southern Co
Utilities
|
Reduced | 23,324 | $2,251,231 | 1.51% | |
| CSX |
Csx Corp
Industrials
|
Added | 51,719 | $2,123,064 | 1.43% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 5,884 | $2,070,284 | 1.39% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 26,529 | $2,058,384 | 1.38% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Reduced | 8,300 | $2,050,763 | 1.38% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 11,161 | $1,893,574 | 1.27% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 3,741 | $1,869,227 | 1.26% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 9,327 | $1,768,399 | 1.19% | |
| MTB |
M&T Bank Corp
Financial Services
|
Added | 8,524 | $1,762,080 | 1.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,590 | $1,610,859 | 1.08% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 3,379 | $1,557,684 | 1.05% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 31,004 | $1,556,400 | 1.05% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 5,721 | $1,489,118 | 1.00% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 5,033 | $1,486,495 | 1.00% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 9,438 | $1,465,626 | 0.99% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 14,275 | $1,465,613 | 0.99% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 11,005 | $1,367,700 | 0.92% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 2,468 | $1,354,981 | 0.91% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 10,483 | $1,205,439 | 0.81% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 4,312 | $1,147,078 | 0.77% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 1,225 | $1,069,302 | 0.72% | |
| FTNT |
Fortinet, Inc.
Technology
|
Reduced | 12,455 | $1,017,822 | 0.68% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,094 | $1,003,444 | 0.67% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 1,127 | $975,259 | 0.66% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 8,045 | $931,368 | 0.63% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,349 | $873,240 | 0.59% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 2,608 | $857,744 | 0.58% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 887 | $815,835 | 0.55% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 8,590 | $797,839 | 0.54% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 11,032 | $792,317 | 0.53% | |
| ET |
Energy Transfer LP
Energy
|
Added | 40,635 | $784,255 | 0.53% | |
| ERIE |
Erie Indemnity Co
Financial Services
|
Held | 3,000 | $753,930 | 0.51% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 1,090 | $743,641 | 0.50% |