FIRST UNITED BANK & TRUST
Top Portfolio Positions
297 positions ·
$147,750,751 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
33,016 | $19,056,174 | 12.90% |
| AAPL |
Apple Inc.
Technology
|
33,869 | $8,595,612 | 5.82% |
| MSFT |
Microsoft Corp
Technology
|
14,635 | $5,417,437 | 3.67% |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,206 | $4,947,756 | 3.35% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,734 | $4,628,313 | 3.13% |
| SPY |
Spdr S&P 500 Etf Trust
|
6,021 | $3,915,696 | 2.65% |
| NVDA |
Nvidia Corp
Technology
|
22,107 | $3,855,460 | 2.61% |
| ANET |
Arista Networks, Inc.
Technology
|
27,872 | $3,422,123 | 2.32% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
9,821 | $3,052,267 | 2.07% |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
12,448 | $2,941,212 | 1.99% |
Portfolio Trend
Holdings in FEIM
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,300 | 5,000 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $269,200 | 5,000 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $169,550 | 5,000 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $113,550 | 5,000 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $78,250 | 5,000 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $92,600 | 5,000 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $60,400 | 5,000 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $45,550 | 5,000 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $54,450 | 5,000 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $54,750 | 5,000 | Shares | Defined | 2024-02-08 | |
| No quarters match your search. | ||||||