First United Bank & Trust Portfolio Holdings

First United Bank & Trust

  • $301 Million
  • Q4 2025

First United Bank & Trust has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $301 Million distributed in 557 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $21.3M, Vanguard Value ETF with a value of $16.9M, Vanguard Index Fds S&P 500 ETF with a value of $12.8M, Vanguard Growth ETF with a value of $11.6M, and Apple Inc. with a value of $9.66M.

Examining the 13F form we can see an increase of $7.11M in the current position value, from $294M to 301M.

Below you can find more details about First United Bank & Trust portfolio as well as his latest detailed transactions.

Portfolio value $301 Million
ETFs: $170 Million
Technology: $37.9 Million
Financial Services: $19.7 Million
Healthcare: $14.5 Million
Consumer Cyclical: $13.2 Million
Industrials: $11.9 Million
Communication Services: $10.4 Million
Consumer Defensive: $8.45 Million
Other: $14.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.3 Million 7.07% of portfolio
35,229
Q4 2025 Added 0.48%
$0
$16.9 Million 5.61% of portfolio
90,257
Q4 2025 Added 1.78%
$0
$12.8 Million 4.24% of portfolio
20,654
Q4 2025 Added 5.64%
$0
$11.6 Million 3.84% of portfolio
23,931
Q4 2025 Added 1.36%
$4.3T
$9.66 Million 3.21% of portfolio
36,111
Q4 2025 Reduced 2.99%
$0
$9.15 Million 3.04% of portfolio
65,081
Q4 2025 Added 7.88%
$3.78T
$7.8 Million 2.59% of portfolio
15,361
Q4 2025 Reduced 6.91%
$0
$7.05 Million 2.34% of portfolio
79,397
Q4 2025 Added 21.34%
$0
$6.91 Million 2.3% of portfolio
24,090
Q4 2025 Added 24.82%
$0
$6.35 Million 2.11% of portfolio
33,906
Q4 2025 Reduced 4.85%
$1.65T
$6.24 Million 2.07% of portfolio
22,587
Q4 2025 Reduced 2.17%
$465B
$5.39 Million 1.79% of portfolio
28,888
Q4 2025 Reduced 3.39%
$881B
$5.21 Million 1.73% of portfolio
17,334
Q4 2025 Reduced 0.9%
$0
$5.18 Million 1.72% of portfolio
18,508
Q4 2025 Added 5.93%
$0
$5.13 Million 1.7% of portfolio
29,498
Q4 2025 Added 5.5%
$0
$5.01 Million 1.67% of portfolio
108,389
Q4 2025 Added 0.64%
$0
$4.54 Million 1.51% of portfolio
6,718
Q3 2025 Reduced 0.44%
$0
$4.25 Million 1.41% of portfolio
104,670
Q4 2025 Added 4.77%
$0
$4.19 Million 1.39% of portfolio
6,292
Q4 2025 Reduced 0.24%
$0
$4.08 Million 1.36% of portfolio
16,343
Q4 2025 Added 15.51%
$169B
$3.87 Million 1.28% of portfolio
4,625
Q4 2025 Added 402.72%
$0
$3.71 Million 1.23% of portfolio
69,246
Q4 2025 Added 31.67%
$0
$3.59 Million 1.19% of portfolio
7,627
Q4 2025 Reduced 0.13%
$0
$3.15 Million 1.05% of portfolio
15,816
Q4 2025 Reduced 0.63%
$140B
$3.06 Million 1.02% of portfolio
13,597
Q4 2025 Reduced 1.67%
$224B
$3.05 Million 1.01% of portfolio
9,999
Q4 2025 Reduced 0.56%
$0
$2.92 Million 0.97% of portfolio
10,132
Q4 2025 Added 111.75%
$2.39T
$2.83 Million 0.94% of portfolio
12,039
Q4 2025 Added 1.09%
$0
$2.74 Million 0.91% of portfolio
28,965
Q4 2025 Reduced 0.95%
$346B
$2.41 Million 0.8% of portfolio
16,555
Q4 2025 Added 13.23%
$404B
$2.29 Million 0.76% of portfolio
2,505
Q4 2025 Reduced 0.79%
$0
$2.23 Million 0.74% of portfolio
10,832
Q4 2025 Added 18.82%
$74.3B
$2.23 Million 0.74% of portfolio
12,123
Q4 2025 Reduced 1.78%
$160B
$2.23 Million 0.74% of portfolio
10,104
Q4 2025 Reduced 1.7%
$512B
$2.19 Million 0.73% of portfolio
4,075
Q4 2025 Reduced 0.29%
$98.6B
$2.16 Million 0.72% of portfolio
23,824
Q4 2025 Added 3.43%
$132B
$2.17 Million 0.72% of portfolio
11,079
Q4 2025 Added 0.56%
$319B
$2.1 Million 0.7% of portfolio
26,971
Q4 2025 Added 4.55%
$228B
$2.08 Million 0.69% of portfolio
15,975
Q4 2025 Added 0.08%
$183B
$2.04 Million 0.68% of portfolio
5,957
Q4 2025 Added 2.88%
$193B
$2 Million 0.66% of portfolio
3,653
Q4 2025 Reduced 0.76%
$303B
$1.93 Million 0.64% of portfolio
12,475
Q4 2025 Reduced 0.54%
$98.1B
$1.84 Million 0.61% of portfolio
13,263
Q4 2025 Added 5.26%
$0
$1.82 Million 0.61% of portfolio
24,583
Q4 2025 Added 0.35%
$73.4B
$1.78 Million 0.59% of portfolio
50,956
Q4 2025 Reduced 11.48%
$0
$1.73 Million 0.57% of portfolio
34,745
Q4 2025 Reduced 6.15%
$130B
$1.64 Million 0.54% of portfolio
4,353
Q4 2025 Added 96.7%
$32.3B
$1.56 Million 0.52% of portfolio
8,333
Q4 2025 Reduced 0.62%
$70.1B
$1.51 Million 0.5% of portfolio
8,320
Q4 2025 Added 4.52%

Summary

  • Portfolio
  • No. of Stocks 557
  • Current Value $301 Million
  • Prior Value $294 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 129 stocks
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