FIRST UNITED BANK & TRUST
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 66.5%; sector active share 44.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
417 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 53.9% | $157,783,540 |
| Technology | 13.2% | $38,636,039 |
| Financial Services | 7.4% | $21,621,886 |
| Industrials | 5.0% | $14,544,592 |
| Healthcare | 4.5% | $13,105,694 |
| Consumer Cyclical | 4.4% | $12,964,931 |
| Communication Services | 3.7% | $10,853,460 |
| Consumer Defensive | 2.8% | $8,249,438 |
| Energy | 2.2% | $6,580,030 |
| Utilities | 1.7% | $4,927,709 |
| Basic Materials | 0.7% | $1,909,650 |
| Real Estate | 0.5% | $1,570,138 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +107,315 | 129,468 | $11,152,373 | |
| VO | VANGUARD MID-CAP INDEX FUND | +106,317 | 140,053 | $11,284,069 | |
| IWF | iShares Russell 1000 Growth ETF | +21,685 | 28,950 | $0 | |
| AUB | Atlantic Union Bankshares Corp | +13,782 | 14,052 | $594,540 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | +8,864 | 29,124 | $0 | |
| FBCG | Fidelity Covington Trust | +6,635 | 17,811 | $1,106,241 | |
| PULS | PGIM Ultra Short Bond ETF | +6,216 | 39,150 | $1,939,881 | |
| FTRB | Federated Hermes Total Return Bond ETF | +4,858 | 14,941 | $374,944 | |
| HYGV | FlexShares High Yield Value - Scored Bond Index Fund | +4,696 | 111,774 | $4,500,020 | |
| BMNR | Bitmine Immersion Technologies, Inc. | +4,040 | 6,040 | $80,392 | |
| IBIT | iShares Bitcoin Trust ETF | +4,030 | 6,594 | $219,513 | |
| RSP | Victory Portfolios II | +3,847 | 47,370 | $10,078,914 | |
| IEFA | iShares Core MSCI EAFE ETF | +3,421 | 105,428 | $0 | |
| FTGC | First Trust Global Tactical Commodity Strategy Fund | +3,216 | 11,041 | $298,659 | |
| BCGD | Baron Global Durable Advantage ETF | +2,950 | 5,325 | $140,808 | |
| KLAC | Kla Corp | +2,916 | 3,240 | $977,540 | |
| FLOT | iShares Floating Rate Bond ETF | +2,840 | 16,305 | $0 | |
| PMIO | PGIM Municipal Income Opportunities ETF | +2,285 | 22,760 | $1,162,694 | |
| PGX | Invesco Ltd. | +1,930 | 6,273 | $67,999 | |
| VEA | Vanguard FTSE Developed Markets ETF | +1,868 | 9,783 | $697,038 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | +1,323 | 14,084 | $3,422,270 | |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF | +1,186 | 3,223 | $141,908 | |
| TIP | iShares TIPS Bond ETF | +1,156 | 10,852 | $0 | |
| NFLX | Netflix Inc | +985 | 4,625 | $330,225 | |
| NVDA | Nvidia Corp | +885 | 22,992 | $4,600,469 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IEMG | iShares Trust | −8,234 | 103,235 | $0 | |
| HON | Honeywell International Inc | −5,446 | 5,268 | $1,179,504 | |
| ABT | Abbott Laboratories | −3,725 | 10,550 | $957,306 | |
| PZA | Invesco National AMT-Free Municipal Bond ETF | −2,675 | 6,286 | $147,846 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | −2,022 | 20,184 | $1,481,707 | |
| BKLN | Invesco Ltd. | −1,928 | 44,134 | $899,009 | |
| BX | Blackstone Inc. | −1,793 | 8,690 | $1,022,551 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | −1,685 | 860 | $76,144 | |
| ESG | FlexShares STOXX US ESG Select Index Fund | −1,631 | 17,299 | $3,040,990 | |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | −1,516 | 4,531 | $373,081 | |
| GLD | Spdr Gold Trust | −1,250 | 4,008 | $1,476,466 | |
| VTV | VANGUARD VALUE INDEX FUND | −1,046 | 87,761 | $19,125,754 | |
| EOG | Eog Resources Inc | −1,035 | 3,363 | $436,281 | |
| ANET | Arista Networks, Inc. | −795 | 27,077 | $4,599,840 | |
| NXST | Nexstar Media Group, Inc. | −785 | 2,530 | $451,831 | |
| PG | PROCTER & GAMBLE Co | −783 | 14,883 | $2,182,442 | |
| VZ | Verizon Communications Inc | −782 | 30,222 | $1,279,599 | |
| WEC | Wec Energy Group, Inc. | −765 | 7,280 | $850,084 | |
| DD | DuPont de Nemours, Inc. | −720 | 380 | $51,543 | |
| CBRE | Cbre Group, Inc. | −625 | 4,029 | $542,666 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | −609 | 32,354 | $6,393,150 | |
| PEP | Pepsico Inc | −597 | 8,841 | $1,197,071 | |
| VNT | Vontier Corp | −585 | 555 | $16,095 | |
| CVX | Chevron Corp | −539 | 11,993 | $1,987,959 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | −525 | 2,999 | $0 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DFIS | Dimensional International Small Cap ETF | 55,130 | $1,931,203 | |
| HONA | Honeywell Aerospace Inc. | 5,268 | $1,164,649 | |
| — | 3,385 | $92,782 | ||
| TSPA | T. Rowe Price U.S. Equity Research ETF | 1,800 | $85,554 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 787 | $46,976 | |
| ASML | Asml Holding NV | 10 | $19,894 | |
| TTWO | Take Two Interactive Software Inc | 59 | $14,748 | |
| JCI | Johnson Controls International plc | 75 | $10,958 | |
| TMUS | T-Mobile US, Inc. | 62 | $10,399 | |
| SPCX | Space Exploration Technologies Corp | 60 | $10,251 | |
| PYXS | Pyxis Oncology, Inc. | 2,500 | $7,525 | |
| DOC | Healthpeak Properties, Inc. | 342 | $7,318 | |
| NVR | Nvr Inc | 1 | $6,813 | |
| SVCO | Silvaco Group, Inc. | 470 | $6,481 | |
| GLW | Corning Inc | 25 | $6,385 | |
| SYK | Stryker Corp | 20 | $6,296 | |
| ORI | Old Republic International Corp | 135 | $5,524 | |
| SBUX | Starbucks Corp | 51 | $5,211 | |
| ASYS | Amtech Systems Inc | 220 | $5,077 | |
| MDT | Medtronic plc | 61 | $4,772 | |
| ENB | Enbridge Inc | 88 | $4,770 | |
| ON | On Semiconductor Corp | 50 | $4,727 | |
| VICI | Vici Properties Inc. | 173 | $4,593 | |
| GBTC | Grayscale Bitcoin Trust ETF | 70 | $3,186 | |
| CLH | Clean Harbors Inc | 10 | $2,987 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 32,944 | $24,259,961 | 8.29% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Reduced | 87,761 | $19,125,754 | 6.53% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 18,402 | $12,638,677 | 4.32% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 140,053 | $11,284,069 | 3.85% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 129,468 | $11,152,373 | 3.81% | |
| RSP |
Victory Portfolios II
|
Added | 47,370 | $10,078,914 | 3.44% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 33,851 | $9,795,125 | 3.35% | |
| VB |
Vanguard Index Funds
|
Added | 24,084 | $7,300,341 | 2.49% | |
| VOT |
VANGUARD MID-CAP GROWTH INDEX FUND
|
Added | 21,625 | $6,623,737 | 2.26% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Reduced | 32,354 | $6,393,150 | 2.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 17,183 | $6,140,688 | 2.10% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,015 | $5,600,894 | 1.91% | |
| FBND |
Fidelity Total Bond ETF
|
Reduced | 111,969 | $5,093,469 | 1.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 15,513 | $5,077,869 | 1.73% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 22,992 | $4,600,469 | 1.57% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 27,077 | $4,599,840 | 1.57% | |
| HYGV |
FlexShares High Yield Value - Scored Bond Index Fund
|
Added | 111,774 | $4,500,020 | 1.54% | |
| SPGP |
Victory Portfolios II
|
Reduced | 36,039 | $4,407,208 | 1.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,864 | $4,379,059 | 1.50% | |
| IYW |
iShares, Inc.
|
Reduced | 14,137 | $3,565,775 | 1.22% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 14,084 | $3,422,270 | 1.17% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 26,205 | $3,078,038 | 1.05% | |
| ESG |
FlexShares STOXX US ESG Select Index Fund
|
Reduced | 17,299 | $3,040,990 | 1.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,325 | $2,937,540 | 1.00% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 11,707 | $2,882,496 | 0.98% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 12,137 | $2,676,087 | 0.91% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 9,642 | $2,606,328 | 0.89% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 51,214 | $2,434,201 | 0.83% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 2,359 | $2,206,772 | 0.75% | |
| SO |
Southern Co
Utilities
|
Reduced | 22,904 | $2,192,141 | 0.75% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 14,883 | $2,182,442 | 0.75% | |
| VLO |
Valero Energy Corp
Energy
|
Reduced | 8,248 | $2,148,108 | 0.73% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 5,801 | $2,100,657 | 0.72% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 3,609 | $2,096,504 | 0.72% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 11,993 | $1,987,959 | 0.68% | |
| MTB |
M&T Bank Corp
Financial Services
|
Reduced | 8,312 | $1,978,338 | 0.68% | |
| PULS |
PGIM Ultra Short Bond ETF
|
Added | 39,150 | $1,939,881 | 0.66% | |
| DFIS |
Dimensional International Small Cap ETF
|
NEW | 55,130 | $1,931,203 | 0.66% | |
| FTNT |
Fortinet, Inc.
Technology
|
Reduced | 12,435 | $1,910,263 | 0.65% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 3,680 | $1,890,048 | 0.65% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 2,435 | $1,753,297 | 0.60% | |
| DHR |
Danaher Corp
Healthcare
|
Reduced | 8,877 | $1,690,890 | 0.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,585 | $1,672,392 | 0.57% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,413 | $1,660,077 | 0.57% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 5,604 | $1,515,713 | 0.52% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Reduced | 20,184 | $1,481,707 | 0.51% | |
| GLD |
Spdr Gold Trust
|
Reduced | 4,008 | $1,476,466 | 0.50% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 10,760 | $1,471,106 | 0.50% | |
| VBK |
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
Added | 3,952 | $1,445,246 | 0.49% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 3,339 | $1,327,853 | 0.45% |
Showing the top 50 of 417 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.