FIRST UNITED BANK & TRUST
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1214183
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13F Reported Value
ⓘ$347.6M
Holdings
420
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FIRST UNITED BANK & TRUST disclosed 420 positions worth $347.6M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 7.0% of the equity portfolio. During the quarter the fund opened 30 new positions and exited 5 and a full exit from $WDC. The portfolio is most concentrated in Other (56.1% of disclosed assets). All figures are sourced directly from FIRST UNITED BANK & TRUST’s Form 13F-HR filing with the SEC under CIK 1214183.
AI Fund Analysis
Stable
$QQQ7.0% weight
Held 10 quarters
Vanguard Value ETF - VALUE
5.5% weight
Held 10 quarters
Vanguard Index FDS S&P 500
3.6% weight
Held 10 quarters
iShares Select Dividend ET
3.4% weight
Held 10 quarters
Vanguard Mid-Cap ETF - MID
3.3% weight
Held 10 quarters
iShares Tr Core MSCI Eafe
6 quarters accumulating
$ET6 quarters accumulating
$NOC5 quarters accumulating
iShares Tr JP Mor Em Mk ET
5 quarters accumulating
Vanguard Mid-Cap ETF - MID
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$24.3M32,944 sh Vanguard Value ETF - VALUE ETF
—Quality
$19.1M87,761 shVanguard Index FDS S&P 500 ETF Shs - S&P 500 ETF SHS
—Quality
$12.6M18,402 shiShares Select Dividend ETF - SELECT DIVID ETF
—Quality
$11.7M74,743 shVanguard Mid-Cap ETF - MID CAP ETF
—Quality
$11.3M140,053 shVanguard Growth ETF - GROWTH ETF
—Quality
$11.2M129,468 shiShares Tr Core MSCI Eafe ETF - CORE MSCI EAFE
—Quality
$10.2M105,428 sh- —
Quality
$10.1M47,370 sh - 76.4
Quality
$9.8M33,851 sh iShares in Core MSCI Emerging Mkts - CORE MSCI EMKT
—Quality
$8.6M103,235 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $24.3M | 32,944 |
| Vanguard Value ETF - VALUE ETF | — | $19.1M | 87,761 |
| Vanguard Index FDS S&P 500 ETF Shs - S&P 500 ETF SHS | — | $12.6M | 18,402 |
| iShares Select Dividend ETF - SELECT DIVID ETF | — | $11.7M | 74,743 |
| Vanguard Mid-Cap ETF - MID CAP ETF | — | $11.3M | 140,053 |
| Vanguard Growth ETF - GROWTH ETF | — | $11.2M | 129,468 |
| iShares Tr Core MSCI Eafe ETF - CORE MSCI EAFE | — | $10.2M | 105,428 |
 Invesco Ltd.$IVZ | — | $10.1M | 47,370 |
 Apple Inc.$AAPL | 76.4 | $9.8M | 33,851 |
| iShares in Core MSCI Emerging Mkts - CORE MSCI EMKT | — | $8.6M | 103,235 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FIRST UNITED BANK & TRUST's 420 positions.
Showing top 10 of 420 holdings.
Sector Allocation
Other
$195.1M
Technology
$50.4M
Financials
$38.4M
Consumer Discretionary
$14.2M
Industrials
$13.5M
Healthcare
$10.1M
Energy
$7.3M
Utilities
$5.8M
Top Holdings — FIRST UNITED BANK & TRUST (Q2 2026)
Top 150 of 420 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $24.3M | 7.0% | -0% | — |
| 2 | — | Vanguard Value ETF - VALUE ETF | $19.1M | 5.5% | -1% | — |
| 3 | — | Vanguard Index FDS S&P 500 ETF Shs - S&P 500 ETF SHS | $12.6M | 3.6% | -1% | — |
| 4 | — | iShares Select Dividend ETF - SELECT DIVID ETF | $11.7M | 3.4% | -0% | — |
| 5 | — | Vanguard Mid-Cap ETF - MID CAP ETF | $11.3M | 3.3% | +315% | — |
| 6 | — | Vanguard Growth ETF - GROWTH ETF | $11.2M | 3.2% | +484% | — |
| 7 | — | iShares Tr Core MSCI Eafe ETF - CORE MSCI EAFE | $10.2M | 2.9% | +3% | — |
| 8 | $IVZ | Invesco Ltd. | $10.1M | 2.9% | +9% | — |
| 9 | $AAPL | Apple Inc. | $9.8M | 2.8% | -0% | 76.4 |
| 10 | — | iShares in Core MSCI Emerging Mkts - CORE MSCI EMKT | $8.6M | 2.5% | -7% | — |
| 11 | — | Vanguard Index FDS Small CP ETF - SMALL CP ETF | $7.3M | 2.1% | +4% | — |
| 12 | — | Vanguard Index FDS McAp GR Idxvip - MCAP GR IDXVIP | $6.6M | 1.9% | +0% | — |
| 13 | — | Vanguard Index FDS McAp Vl Idxvip - MCAP VL IDXVIP | $6.4M | 1.8% | -2% | — |
| 14 |  $GOOG | Alphabet Inc. | $6.1M | 1.8% | -0% | 78.2 |
| 15 |  $MSFT | MICROSOFT CORP | $5.6M | 1.6% | +3% | 79.8 |
| 16 | — | Fideltiy Total Bond ETF - TOTAL BD ETF | $5.1M | 1.5% | -0% | — |
| 17 |  $JPM | JPMORGAN CHASE & CO | $5.1M | 1.5% | -1% | 70.7 |
| 18 | — | iShares Core S&P 500 ETF - CORE S&P500 ETF | $5.0M | 1.4% | -0% | — |
| 19 |  $NVDA | NVIDIA CORP | $4.6M | 1.3% | +4% | 85.9 |
| 20 |  $ANET | Arista Networks, Inc. | $4.6M | 1.3% | -3% | 81.9 |
| 21 | — | Flexshares Tr Hig Yld Vl ETF - HIG YLD VL ETF | $4.5M | 1.3% | +4% | — |
| 22 | $IVZ | Invesco Ltd. | $4.4M | 1.3% | -1% | — |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $4.4M | 1.3% | -3% | — |
| 24 | — | iShares Russell 1000 Growth ETF - RUS 1000 GRW ETF | $3.6M | 1.0% | +298% | — |
| 25 | — | iShares Dow Jones US Technology - U.S. TECH ETF | $3.6M | 1.0% | -3% | — |
| 26 | — | Vanguard Small-Cap Value ETF - SM CP VAL ETF | $3.4M | 1.0% | +10% | — |
| 27 | — | iShares Russell Mid-Cap ETF - RUS MID CAP ETF | $3.1M | 0.9% | -1% | — |
| 28 |  $CSCO | CISCO SYSTEMS, INC. | $3.1M | 0.9% | -1% | 70.3 |
| 29 | — | Flexshares Stoxx US ESG Impact Index - STOX US ESG SLCT | $3.0M | 0.9% | -9% | — |
| 30 | — | iShares 0-5 Year TIPS Bond ETF - 0-5 YR TIPS ETF | $3.0M | 0.9% | +44% | — |
| 31 |  $AMZN | AMAZON COM INC | $2.9M | 0.8% | +6% | 68.7 |
| 32 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.9M | 0.8% | -3% | 73.7 |
| 33 |  $LOW | LOWES COMPANIES INC | $2.7M | 0.8% | -2% | 60.8 |
| 34 |  $MCD | MCDONALDS CORP | $2.6M | 0.8% | -2% | 69 |
| 35 | — | Putnam Focused Large Cap Value ETF - FOCUSED LAR CAP | $2.5M | 0.7% | +93% | — |
| 36 |  $CSX | CSX CORP | $2.4M | 0.7% | -1% | 65.2 |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.2M | 0.6% | +0% | 66.2 |
| 38 |  $SO | SOUTHERN CO | $2.2M | 0.6% | -2% | 62 |
| 39 |  $PG | PROCTER & GAMBLE Co | $2.2M | 0.6% | -5% | 64.6 |
| 40 |  $VLO | VALERO ENERGY CORP/TX | $2.1M | 0.6% | -1% | 57.8 |
| 41 |  $AMGN | AMGEN INC | $2.1M | 0.6% | -1% | 79.2 |
| 42 |  $AMD | ADVANCED MICRO DEVICES INC | $2.1M | 0.6% | +2% | 79.8 |
| 43 |  $CVX | CHEVRON CORP | $2.0M | 0.6% | -4% | 62.8 |
| 44 |  $MTB | M&T BANK CORP | $2.0M | 0.6% | -2% | 58.6 |
| 45 | — | PGIM Ultra-Short Bond ETF - PGIM ULTRA SH BD | $1.9M | 0.6% | +19% | — |
| 46 | — | Dimensional International Small Cap ETF - INTL SMALL CAP E | $1.9M | 0.6% | NEW | — |
| 47 |  $FTNT | Fortinet, Inc. | $1.9M | 0.6% | -0% | 80.1 |
| 48 |  $MA | Mastercard Inc | $1.9M | 0.5% | -2% | 85.1 |
| 49 |  $PWR | QUANTA SERVICES, INC. | $1.8M | 0.5% | -1% | 72.1 |
| 50 |  $DHR | DANAHER CORP /DE/ | $1.7M | 0.5% | -5% | 64.8 |
| 51 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.5% | -0% | 69 |
| 52 |  $GEV | GE Vernova Inc. | $1.7M | 0.5% | +15% | 81.1 |
| 53 |  $ITW | ILLINOIS TOOL WORKS INC | $1.5M | 0.4% | -2% | 63.6 |
| 54 | — | Vanguard Bond Index Fund Inctotal Bd Market - TOTAL BND MRKT | $1.5M | 0.4% | -9% | — |
| 55 |  $GLD | SPDR GOLD TRUST | $1.5M | 0.4% | -24% | — |
| 56 |  $XOM.R34088 | EXXON MOBIL CORP | $1.5M | 0.4% | -4% | 57.9 |
| 57 | — | Vanguard Index FDS Sml CP Grw ETF - SML CP GRW ETF | $1.4M | 0.4% | +0% | — |
| 58 |  $ISRG | INTUITIVE SURGICAL INC | $1.3M | 0.4% | -1% | 79.9 |
| 59 |  $WMT | Walmart Inc. | $1.3M | 0.4% | +3% | 60.2 |
| 60 |  $VZ | VERIZON COMMUNICATIONS INC | $1.3M | 0.4% | -3% | 65.8 |
| 61 |  $PEP | PEPSICO INC | $1.2M | 0.3% | -6% | 63.4 |
| 62 | — | iShares TIPS Bond ETF - TIPS BD ETF | $1.2M | 0.3% | +12% | — |
| 63 |  $HON | HONEYWELL INTERNATIONAL INC | $1.2M | 0.3% | -51% | 65 |
| 64 |  $HONA | Honeywell Aerospace Inc. | $1.2M | 0.3% | NEW | — |
| 65 | — | PGIM Municipal Income Opportunities ETF - MUN INCO OPP ETF | $1.2M | 0.3% | +11% | — |
| 66 |  $ECL | ECOLAB INC. | $1.2M | 0.3% | -3% | 63.3 |
| 67 |  $MCHP | MICROCHIP TECHNOLOGY INC | $1.1M | 0.3% | +7% | 52.9 |
| 68 | — | Fidelity Covington Trust Blue Chip Growth Etf - BLUE CHIP GRWTH | $1.1M | 0.3% | +59% | — |
| 69 |  $GOOGL | Alphabet Inc. | $1.1M | 0.3% | -1% | 78.2 |
| 70 |  $CVS | CVS HEALTH Corp | $1.1M | 0.3% | -4% | 59.4 |
| 71 |  $LLY | ELI LILLY & Co | $1.1M | 0.3% | +2% | 87.5 |
| 72 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.0M | 0.3% | +0% | 73.8 |
| 73 | — | Select Sector SPDR Tr Technology - ST STR TECHN ETF | $1.0M | 0.3% | -5% | — |
| 74 |  $TSLA | Tesla, Inc. | $1.0M | 0.3% | +4% | 53.9 |
| 75 |  $BX | Blackstone Inc. | $1.0M | 0.3% | -17% | 74.4 |
| 76 |  $CME | CME GROUP INC. | $1.0M | 0.3% | -9% | 69.5 |
| 77 |  $KLAC | KLA CORP | $977,540 | 0.3% | +900% | 78.6 |
| 78 |  $ABT | ABBOTT LABORATORIES | $957,307 | 0.3% | -26% | 65.5 |
| 79 |  $CAT | CATERPILLAR INC | $950,956 | 0.3% | -3% | 66.5 |
| 80 | — | iShares Russell 1000 Value ETF - RUS 1000 VAL ETF | $933,840 | 0.3% | -0% | — |
| 81 |  $HD | HOME DEPOT, INC. | $923,669 | 0.3% | +0% | 60.3 |
| 82 | $IVZ | Invesco Ltd. | $899,010 | 0.3% | -4% | — |
| 83 | — | iShares Russell Midcap Growth ETF - RUS MD CP GR ETF | $883,584 | 0.3% | -0% | — |
| 84 | — | Vaneck Vec High Yld Mun ETF - HIGH YLD MUNIETF | $859,753 | 0.3% | -3% | — |
| 85 |  $WEC | WEC ENERGY GROUP, INC. | $850,086 | 0.2% | -10% | 60.1 |
| 86 |  $MCK | MCKESSON CORP | $840,227 | 0.2% | -1% | 63.4 |
| 87 | — | iShares Floating Rate Bond - FLTG RATE NT ETF | $832,371 | 0.2% | +21% | — |
| 88 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $798,918 | 0.2% | +1% | 70 |
| 89 | $ET | Energy Transfer LP | $789,847 | 0.2% | +2% | 64.4 |
| 90 |  $GL | GLOBE LIFE INC. | $754,923 | 0.2% | -3% | 66 |
| 91 |  $NEE | NEXTERA ENERGY INC | $738,585 | 0.2% | -2% | 64.6 |
| 92 |  $PKG | PACKAGING CORP OF AMERICA | $731,281 | 0.2% | -9% | 63 |
| 93 |  $META | Meta Platforms, Inc. | $724,954 | 0.2% | +9% | 79.6 |
| 94 |  $ERIE | ERIE INDEMNITY CO | $719,250 | 0.2% | +0% | 69.4 |
| 95 | — | Vanguard Scottsdale FDS Int-Term Corp - INT-TERM CORP | $706,988 | 0.2% | +8% | — |
| 96 | — | Vanguard Europe Pacific ETF - VAN FTSE DEV MKT | $697,039 | 0.2% | +24% | — |
| 97 |  $RSG | REPUBLIC SERVICES, INC. | $600,886 | 0.2% | -7% | 62.3 |
| 98 |  $AUB | Atlantic Union Bankshares Corp | $594,540 | 0.2% | +5104% | 73.1 |
| 99 |  $TFC | TRUIST FINANCIAL CORP | $590,019 | 0.2% | +0% | 76.4 |
| 100 |  $PANW | Palo Alto Networks Inc | $571,208 | 0.2% | +56% | 65.5 |
| 101 | $NOC | NORTHROP GRUMMAN CORP /DE/ | $556,676 | 0.2% | +0% | 62.9 |
| 102 |  $ABBV | AbbVie Inc. | $550,337 | 0.2% | +1% | 72.6 |
| 103 |  $CBRE | CBRE GROUP, INC. | $542,666 | 0.2% | -13% | 62.3 |
| 104 | — | iShares 1-3 Yr Cr Bd ETF - ISHS 1-5YR INVS | $540,871 | 0.2% | +6% | — |
| 105 |  $EQIX | EQUINIX INC | $528,492 | 0.1% | +0% | 59 |
| 106 |  $TJX | TJX COMPANIES INC /DE/ | $503,890 | 0.1% | +19% | 68.7 |
| 107 |  $NUE | NUCOR CORP | $502,970 | 0.1% | +1% | 61.7 |
| 108 | — | iShares Russell Midcap Value ETF - RUS MDCP VAL ETF | $490,673 | 0.1% | +0% | — |
| 109 |  $AVGO | Broadcom Inc. | $485,409 | 0.1% | +11% | 84.5 |
| 110 | — | Communication Services Select SPDR - ST STR SVC ETF | $476,086 | 0.1% | -0% | — |
| 111 |  $DIS | Walt Disney Co | $453,434 | 0.1% | +6% | 60.1 |
| 112 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $451,833 | 0.1% | -24% | 56 |
| 113 |  $DE | DEERE & CO | $437,053 | 0.1% | +0% | 55.4 |
| 114 |  $EOG | EOG RESOURCES INC | $436,282 | 0.1% | -24% | 71.9 |
| 115 | — | DBX ETF Tr Xtrack MSCI Eurp - XTRACK MSCI EURP | $377,698 | 0.1% | +0% | — |
| 116 |  $SHOP | SHOPIFY INC. | $377,365 | 0.1% | -8% | 64.9 |
| 117 | — | iShares Dow Jones US Healthcare - US HLTHCARE ETF | $376,060 | 0.1% | -4% | — |
| 118 | — | Federated Hermes Total Retun Bond ETF - TOTA RETU BD ETF | $374,944 | 0.1% | +48% | — |
| 119 | — | Vanguard ESG Intl ETF - ESG INTL STK ETF | $373,083 | 0.1% | -25% | — |
| 120 |  $DHI | HORTON D R INC /DE/ | $363,222 | 0.1% | -7% | 53.6 |
| 121 |  $KO | COCA COLA CO | $355,313 | 0.1% | +0% | 69.5 |
| 122 | — | Consumer Discretionary Sector SPDR - ST STR DISCR ETF | $352,778 | 0.1% | -2% | — |
| 123 |  $MRK | Merck & Co., Inc. | $352,605 | 0.1% | +0% | 59.9 |
| 124 | — | iShares Tr 3 7 Yr Treas Bd - 3 7 YR TREAS BD | $352,233 | 0.1% | -15% | — |
| 125 | — | Financial Sector SPDR - ST STR FINL ETF | $351,521 | 0.1% | +2% | — |
| 126 |  $BAC | BANK OF AMERICA CORP /DE/ | $335,612 | 0.1% | +4% | 67.6 |
| 127 |  $NEO | NEOGENOMICS INC | $335,570 | 0.1% | +0% | 34.3 |
| 128 |  $QCOM | QUALCOMM INC/DE | $333,361 | 0.1% | +11% | 70.5 |
| 129 |  $FEIM | FREQUENCY ELECTRONICS INC | $331,750 | 0.1% | +0% | 31.3 |
| 130 |  $NFLX | NETFLIX INC | $330,225 | 0.1% | +27% | 78.8 |
| 131 | — | Utilities Sector SPDR - ST STR UTIL ETF | $324,272 | 0.1% | +7% | — |
| 132 |  $MO | ALTRIA GROUP, INC. | $318,379 | 0.1% | +0% | 67.4 |
| 133 |  $LRCX | LAM RESEARCH CORP | $311,998 | 0.1% | +0% | 79.4 |
| 134 |  $ETN | Eaton Corp plc | $311,920 | 0.1% | +4% | — |
| 135 |  $PM | Philip Morris International Inc. | $304,834 | 0.1% | +2% | 75.9 |
| 136 |  $DUK | Duke Energy CORP | $300,628 | 0.1% | +2% | 56.4 |
| 137 | — | First Tr Global Tactical CM - FST TR GLB FD | $298,659 | 0.1% | +41% | — |
| 138 |  $ORCL | ORACLE CORP | $288,117 | 0.1% | +7% | 67.9 |
| 139 |  $WM | WASTE MANAGEMENT INC | $286,624 | 0.1% | +0% | 67.6 |
| 140 |  $GPC | GENUINE PARTS CO | $282,090 | 0.1% | -15% | 52.7 |
| 141 | — | Industrial Sector SPDR - ST STR INDL ETF | $281,364 | 0.1% | +4% | — |
| 142 |  $D | DOMINION ENERGY, INC | $276,848 | 0.1% | -1% | 69.9 |
| 143 | — | iShares Transportation Avg ETF - US TRSPRTION | $271,788 | 0.1% | -1% | — |
| 144 |  $RJF | RAYMOND JAMES FINANCIAL INC | $271,373 | 0.1% | +1% | 66.3 |
| 145 |  $BMY | BRISTOL MYERS SQUIBB CO | $256,928 | 0.1% | -1% | 70.4 |
| 146 | — | SPDR Dow Jones Industrial Average - UT SER 1 | $251,270 | 0.1% | -1% | — |
| 147 |  $UNH | UNITEDHEALTH GROUP INC | $246,468 | 0.1% | +3% | 62.7 |
| 148 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $232,086 | 0.1% | +0% | 65 |
| 149 |  $IBIT | iShares Bitcoin Trust ETF | $219,514 | 0.1% | +157% | — |
| 150 |  $LMT | LOCKHEED MARTIN CORP | $214,992 | 0.1% | +2% | 65.6 |
New Positions (30)
Dimensional International Small Cap ETF - INTL SMALL CAP E$1.9M
$HONA Honeywell Aerospace Inc.$1.2M Ishares Trust Core S&p U.S.Growth Etf - CORE S&P US GWT$97,807
Ishares Trust Core S&p U.S.Value Etf - CORE S&P US VLU$95,941
Ishares Trust Core High Dividend Etf - CORE HIGH DV ETF$92,783
T. Rowe Price Exchangetraded Funds Inc - US EQUI RESH ETF$85,554
ETF Vanguard Emerging Markets - FTSE EMR MKT ETF$46,976
iShares Global Clean Energy - GL CLEAN ENE ETF$25,613
$ASML ASML HOLDING NV$19,894
$TTWO TAKE TWO INTERACTIVE SOFTWARE INC$14,749
$TMUS T-Mobile US, Inc.$10,399
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$10,252
$JCI Johnson Controls International plc$9,930
$PYXS Pyxis Oncology, Inc.$7,375
$NVR NVR INC$6,813
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