FIRST UNITED BANK & TRUST

Bank

CIK

1214183

Location

OAKLAND, MD

Portfolio Value

Micro $1,770,933

Diversification

Diversified

Filing Date

Global Rank

#4,865 / 8,586 ▼ 84

Top Industry

Consumer Electronics 7.0%

3Y Alpha vs SPY

-5.2%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.0%

SPY

+78.1%

Annualised alpha

-5.2%

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, 2025

Top 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	Positions
Technology	20.4%	$30,284,974	45
Unclassified	17.6%	$26,127,596	9
Financial Services	12.6%	$18,698,730	59
Healthcare	8.8%	$13,079,442	33
Industrials	8.7%	$12,979,521	34
Consumer Cyclical	8.6%	$12,840,077	36
Communication Services	6.0%	$8,995,555	11
Consumer Defensive	5.9%	$8,721,096	20
Energy	5.8%	$8,555,095	17
Utilities	3.5%	$5,142,233	12
Basic Materials	1.2%	$1,770,933	10
Real Estate	1.0%	$1,558,943	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
DD	DuPont de Nemours, Inc.	+191	1,100	$50,379
MTB	M&T Bank Corp	+191	8,524	$1,762,080
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
MCHP	Microchip Technology Inc	+50	11,385	$735,584
COIN	Coinbase Global, Inc.	+50	90	$15,714
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $1,770,933 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ECL	Ecolab Inc. Basic Materials	Reduced	4,312	-108	$1,147,078	−1.1%	64.77%
NUE	Nucor Corp Basic Materials	Added	2,245	+98	$379,629	+8.4%	21.44%
TGB	Taseko Mines Ltd Basic Materials	NEW	12,200	NEW	$78,690	NEW	4.44%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	220	0	$63,907	+17.6%	3.61%
DD	DuPont de Nemours, Inc. Basic Materials	Added	1,100	+191	$50,379	+37.9%	2.84%
CF	CF Industries Holdings, Inc. Basic Materials	Held	200	0	$25,968	+67.9%	1.47%
USAS	Americas Gold & Silver Corp Basic Materials	NEW	2,500	NEW	$13,050	NEW	0.74%
SHW	Sherwin Williams Co Basic Materials	Held	16	0	$5,128	−1.1%	0.29%
VMC	Vulcan Materials CO Basic Materials	Reduced	16	-8	$4,356	−36.4%	0.25%
DOW	Dow Inc. Basic Materials	Held	66	0	$2,748	+78.1%	0.16%