Institutional Fund
First United Bank & Trust
Oakland, MDCIK 12141835 filings on record
Portfolio Value
$307.92M
Q1 2026
Holdings
395
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-1.7%
from $313.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr6.2%
- Vanguard Index Fds5.7%
- Ishares Tr3.7%
- Vanguard Index Fds3.6%
- Vanguard Index Fds3.1%
- Vanguard Index Fds3.1%
- Other74.6%
Portfolio Holdings
395 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 33.0K | $19.06M | 6.2% | −2.2K | Reduced |
| 2 | Vanguard Index Fds | 88.8K | $17.42M | 5.7% | −1.4K | Reduced |
| 3 | Ishares Tr | 75.0K | $11.36M | 3.7% | +9.9K | Added |
| 4 | Vanguard Index Fds | 18.5K | $11.06M | 3.6% | −2.1K | Reduced |
| 5 | Vanguard Index Fds | 33.7K | $9.69M | 3.1% | +9.6K | Added |
| 6 | Vanguard Index Fds | 22.2K | $9.68M | 3.1% | −1.8K | Reduced |
| 7 | Ishares Tr | 102.0K | $9.23M | 3.0% | +22.6K | Added |
| 8 | Apple Inc | 33.9K | $8.60M | 2.8% | −2.2K | Reduced |
| 9 | Invesco Exchange Traded Fd T | 43.5K | $8.35M | 2.7% | +9.6K | Added |
| 10 | Ishares Inc | 111.5K | $7.77M | 2.5% | +42.2K | Added |
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