FIRST UNITED BANK & TRUST

Bank

CIK

1214183

Location

OAKLAND, MD

Portfolio Value

Micro $30,284,974

Diversification

Diversified

Filing Date

Global Rank

#4,865 / 8,588 ▼ 84

Top Industry

Consumer Electronics 7.0%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed Apr 21, 2026 · 57d

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

+56.2%

SPY

+76.8%

Annualised alpha

-4.9%

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

45 positions · $30,284,974 total · Technology 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
AAPL	Apple Inc. Technology	Reduced	33,869	-2,242	$8,595,612	−12.4%	28.38%
MSFT	Microsoft Corp Technology	Reduced	14,635	-726	$5,417,437	−27.1%	17.89%
NVDA	Nvidia Corp Technology	Reduced	22,107	-6,781	$3,855,460	−28.4%	12.73%
ANET	Arista Networks, Inc. Technology	Reduced	27,872	-11,602	$3,422,123	−33.8%	11.30%
CSCO	Cisco Systems, Inc. Technology	Reduced	26,529	-442	$2,058,384	−0.9%	6.80%
FTNT	Fortinet, Inc. Technology	Reduced	12,455	-2,085	$1,017,822	−11.8%	3.36%
MCHP	Microchip Technology Inc Technology	Added	11,385	+50	$735,584	+1.8%	2.43%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,529	-370	$717,904	−14.0%	2.37%
IBM	International Business Machines Corp Technology	Reduced	2,818	-15	$683,054	−18.6%	2.26%
KLAC	Kla Corp Technology	Reduced	324	-4	$477,060	+19.7%	1.58%
SHOP	Shopify Inc. Technology	Reduced	3,595	-2,260	$426,438	−54.8%	1.41%
AVGO	Broadcom Inc. Technology	Reduced	1,156	-4	$357,793	−10.9%	1.18%
ORCL	Oracle Corp Technology	Reduced	1,833	-2,120	$269,652	−65.0%	0.89%
FEIM	Frequency Electronics Inc Technology	Held	5,000	0	$221,300	−17.8%	0.73%
QCOM	Qualcomm Inc/De Technology	Held	1,620	0	$208,622	−24.7%	0.69%
ADP	Automatic Data Processing Inc Technology	Reduced	950	-50	$193,020	−25.0%	0.64%
PANW	Palo Alto Networks Inc Technology	Reduced	1,073	-4,440	$172,023	−83.1%	0.57%
PLTR	Palantir Technologies Inc. Technology	Added	1,080	+315	$157,982	+16.2%	0.52%
ROP	Roper Technologies Inc Technology	Reduced	443	-1,782	$156,759	−84.2%	0.52%
LRCX	Lam Research Corp Technology	Reduced	720	-25	$153,835	+20.6%	0.51%
CRM	Salesforce, Inc. Technology	Reduced	757	-2,779	$141,308	−84.9%	0.47%
TXN	Texas Instruments Inc Technology	Held	530	0	$102,894	+11.9%	0.34%
WDC	Western Digital Corp Technology	NEW	380	NEW	$102,786	NEW	0.34%
MU	Micron Technology Inc Technology	NEW	260	NEW	$87,838	NEW	0.29%
AMAT	Applied Materials Inc /De Technology	Held	226	0	$77,244	+33.0%	0.26%
STX	Seagate Technology Holdings plc Technology	NEW	190	NEW	$74,434	NEW	0.25%
ADI	Analog Devices Inc Technology	Held	188	0	$59,810	+17.3%	0.20%
SNDK	Sandisk Corp Technology	NEW	85	NEW	$54,003	NEW	0.18%
MSI	Motorola Solutions, Inc. Technology	Held	123	0	$53,378	+13.2%	0.18%
NOW	ServiceNow, Inc. Technology	Reduced	400	-4,225	$41,820	−94.1%	0.14%
VNT	Vontier Corp Technology	Reduced	1,140	-360	$40,435	−27.5%	0.13%
INTC	Intel Corp Technology	Held	800	0	$35,304	+19.6%	0.12%
XYZ	Block, Inc. Technology	Held	350	0	$21,063	−7.5%	0.07%
SNOW	Snowflake Inc. Technology	Held	115	0	$17,344	−31.2%	0.06%
KEYS	Keysight Technologies, Inc. Technology	Held	50	0	$14,118	+39.0%	0.05%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	40	0	$13,518	+11.2%	0.04%
ADBE	Adobe Inc. Technology	Reduced	46	-13	$11,181	−45.9%	0.04%
INTU	Intuit Inc. Technology	Reduced	25	-33	$10,809	−71.9%	0.04%
CGNX	Cognex Corp Technology	Held	200	0	$9,798	+36.2%	0.03%
IONQ	IonQ, Inc. Technology	NEW	200	NEW	$5,766	NEW	0.02%
FTV	Fortive Corp Technology	Held	100	0	$5,528	+0.1%	0.02%
KD	Kyndryl Holdings, Inc. Technology	Held	180	0	$2,361	−50.6%	0.01%
CRWV	CoreWeave, Inc. Technology	Held	25	0	$1,936	+8.2%	0.01%
RGTI	Rigetti Computing, Inc. Technology	Held	100	0	$1,404	−36.6%	0.00%
SOUN	Soundhound Ai, Inc. Technology	Held	150	0	$1,030	−31.1%	0.00%