First United Bank & Trust

13F filer · CIK 0001214183

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$348MU.S. long equity reported on 13F

Positions32422 new · 5 closed

Net flow last quarter-$1.34MBuys minus sells

Top 10 positions weight21.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026324 positions
QQQInvesco QQQ Trust, Series 1	$24.3M	6.98%	Not reported	-0.2%	Q2 2018
AAPLApple Inc.	$9.8M	2.82%	0.00%	-0.1%	Q2 2013
VOTVan Kampen Municipal Opportunity Trust II	$6.62M	1.91%	Not reported	+0.5%	Q4 2016
GOOGLAlphabet Inc.	$6.14M	1.77%	0.00%	-0.1%	Q4 2018
MSFTMicrosoft Corp	$5.6M	1.61%	0.00%	+2.6%	Q2 2013
JPMJPMorgan Chase & Co	$5.08M	1.46%	0.00%	-1.4%	Q2 2013
NVDANvidia Corp	$4.6M	1.32%	0.00%	+4.0%	Q3 2021
ANETArista Networks, Inc.	$4.6M	1.32%	0.00%	-2.9%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$4.38M	1.26%	Not reported	-2.6%	Q2 2013
CSCOCisco Systems, Inc.	$3.08M	0.89%	0.00%	-1.2%	Q2 2013
AMZNAmazon Com Inc	$2.94M	0.85%	0.00%	+5.6%	Q1 2018
PNCPNC Financial Services Group, Inc.	$2.88M	0.83%	0.00%	-3.5%	Q1 2015
LOWLowes Companies Inc	$2.68M	0.77%	0.00%	-2.5%	Q2 2013
MCDMcdonalds Corp	$2.61M	0.75%	0.00%	-1.8%	Q2 2013
CSXCSX Corp	$2.43M	0.70%	0.00%	-1.0%	Q2 2013
COSTCostco Wholesale Corp	$2.21M	0.63%	0.00%	+0.3%	Q2 2013
SOSouthern Co	$2.19M	0.63%	0.00%	-1.8%	Q3 2014
PGPROCTER & GAMBLE Co	$2.18M	0.63%	0.00%	-5.0%	Q2 2013
VLOValero Energy Corp	$2.15M	0.62%	0.00%	-0.6%	Q3 2018
AMGNAmgen Inc	$2.1M	0.60%	0.00%	-1.4%	Q1 2015
AMDAdvanced Micro Devices Inc	$2.1M	0.60%	0.00%	+2.3%	Q1 2022
CVXChevron Corp	$1.99M	0.57%	0.00%	-4.3%	Q2 2013
MTBM&T Bank Corp	$1.98M	0.57%	0.01%	-2.5%	Q2 2013
PULSPulse Electronics Corp	$1.94M	0.56%	0.22%	+18.9%	Q1 2023
FTNTFortinet, Inc.	$1.91M	0.55%	0.00%	-0.2%	Q4 2020
MAMastercard Inc	$1.89M	0.54%	0.00%	-1.6%	Q1 2018
PWRQuanta Services, Inc.	$1.75M	0.50%	0.00%	-1.3%	Q3 2024
DHRDanaher Corp	$1.69M	0.49%	0.00%	-4.8%	Q2 2013
JNJJohnson & Johnson	$1.67M	0.48%	0.00%	-0.1%	Q2 2013
GEVGE Vernova Inc.	$1.66M	0.48%	0.00%	+15.4%	Q2 2024
ITWIllinois Tool Works Inc	$1.52M	0.44%	0.00%	-2.1%	Q2 2019
GLDSPDR Gold Trust	$1.48M	0.42%	0.00%	-23.8%	Q2 2013
XOMExxonMobil Holdings Corp	$1.47M	0.42%	0.00%	-3.6%	Q2 2013
ISRGIntuitive Surgical Inc	$1.33M	0.38%	0.00%	-1.2%	Q4 2020
WMTWalmart Inc.	$1.28M	0.37%	0.00%	+3.1%	Q4 2023
VZVerizon Communications Inc	$1.28M	0.37%	0.00%	-2.5%	Q2 2013
PEPPepsico Inc	$1.2M	0.34%	0.00%	-6.3%	Q2 2013
HONHoneywell International Inc	$1.18M	0.34%	0.00%	-1.7%	Q2 2013
HONAHoneywell Aerospace Inc.	$1.16M	0.34%	Not reported	-1.7%	Q2 2026
ECLEcolab Inc.	$1.16M	0.33%	0.00%	-3.5%	Q4 2018
MCHPMicrochip Technology Inc	$1.11M	0.32%	0.00%	+6.8%	Q2 2016
GOOGAlphabet Inc.	$1.1M	0.32%	Not reported	-1.3%	Q3 2018
CVSCVS HEALTH Corp	$1.09M	0.31%	0.00%	-4.4%	Q4 2023
LLYELI LILLY & Co	$1.09M	0.31%	0.00%	+2.0%	Q2 2020
BRK.BBerkshire Hathaway Inc	$1.05M	0.30%	Not reported	Not reported	Q1 2016
TSLATesla, Inc.	$1.03M	0.30%	0.00%	+4.5%	Q4 2020
BXBlackstone Inc.	$1.02M	0.29%	0.00%	-17.1%	Q3 2019
CMECme Group Inc.	$1.01M	0.29%	0.00%	-8.9%	Q2 2018
KLACKla Corp	$978K	0.28%	0.00%	Not reported	Q4 2023
ABTAbbott Laboratories	$957K	0.28%	0.00%	-26.1%	Q2 2013

Q1 2026Reported Apr 21, 2026306 positions
QQQInvesco QQQ Trust, Series 1	$19.1M	6.19%	Not reported	-6.3%	Q2 2018
AAPLApple Inc.	$8.6M	2.79%	0.00%	-6.2%	Q2 2013
VOTVan Kampen Municipal Opportunity Trust II	$5.54M	1.80%	Not reported	+16.3%	Q4 2016
MSFTMicrosoft Corp	$5.42M	1.76%	0.00%	-4.7%	Q2 2013
GOOGLAlphabet Inc.	$4.95M	1.61%	0.00%	-23.8%	Q4 2018
JPMJPMorgan Chase & Co	$4.63M	1.50%	0.00%	-9.2%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$3.92M	1.27%	Not reported	-4.3%	Q2 2013
NVDANvidia Corp	$3.86M	1.25%	0.00%	-23.5%	Q3 2021
ANETArista Networks, Inc.	$3.42M	1.11%	0.00%	-29.4%	Q4 2016
MCDMcdonalds Corp	$3.05M	0.99%	0.00%	-1.8%	Q2 2013
LOWLowes Companies Inc	$2.94M	0.96%	0.00%	-8.5%	Q2 2013
CVXChevron Corp	$2.59M	0.84%	0.00%	+0.5%	Q2 2013
PNCPNC Financial Services Group, Inc.	$2.52M	0.82%	0.00%	0.0%	Q1 2015
AMZNAmazon Com Inc	$2.43M	0.79%	0.00%	-3.1%	Q1 2018
HONHoneywell International Inc	$2.42M	0.79%	0.00%	-3.3%	Q2 2013
COSTCostco Wholesale Corp	$2.34M	0.76%	0.00%	-6.2%	Q2 2013
PGPROCTER & GAMBLE Co	$2.26M	0.73%	0.00%	-5.4%	Q2 2013
GLDSPDR Gold Trust	$2.26M	0.73%	0.00%	+20.8%	Q2 2013
SOSouthern Co	$2.25M	0.73%	0.00%	-2.1%	Q3 2014
CSXCSX Corp	$2.12M	0.69%	0.00%	+1.5%	Q2 2013
AMGNAmgen Inc	$2.07M	0.67%	0.00%	-1.2%	Q1 2015
CSCOCisco Systems, Inc.	$2.06M	0.67%	0.00%	-1.6%	Q2 2013
VLOValero Energy Corp	$2.05M	0.67%	0.00%	-0.2%	Q3 2018
XOMExxonMobil Holdings Corp	$1.89M	0.61%	0.00%	+9.8%	Q2 2013
MAMastercard Inc	$1.87M	0.61%	0.00%	-8.2%	Q1 2018
DHRDanaher Corp	$1.77M	0.57%	0.00%	-7.7%	Q2 2013
MTBM&T Bank Corp	$1.76M	0.57%	0.01%	+2.3%	Q2 2013
PULSPulse Electronics Corp	$1.63M	0.53%	0.19%	-5.2%	Q1 2023
JNJJohnson & Johnson	$1.61M	0.52%	0.00%	-4.6%	Q2 2013
ISRGIntuitive Surgical Inc	$1.56M	0.51%	0.00%	-7.5%	Q4 2020
VZVerizon Communications Inc	$1.56M	0.51%	0.00%	+11.7%	Q2 2013
ITWIllinois Tool Works Inc	$1.49M	0.48%	0.00%	+0.2%	Q2 2019
CMECme Group Inc.	$1.49M	0.48%	0.00%	-4.3%	Q2 2018
PEPPepsico Inc	$1.47M	0.48%	0.00%	-3.8%	Q2 2013
ABTAbbott Laboratories	$1.47M	0.48%	0.00%	-10.6%	Q2 2013
WMTWalmart Inc.	$1.37M	0.44%	0.00%	-2.6%	Q4 2023
PWRQuanta Services, Inc.	$1.35M	0.44%	0.00%	-3.6%	Q3 2024
BXBlackstone Inc.	$1.21M	0.39%	0.00%	-21.0%	Q3 2019
ECLEcolab Inc.	$1.15M	0.37%	0.00%	-2.4%	Q4 2018
GEVGE Vernova Inc.	$1.07M	0.35%	0.00%	-0.5%	Q2 2024
FTNTFortinet, Inc.	$1.02M	0.33%	0.00%	-14.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1M	0.33%	Not reported	-0.5%	Q1 2016
MCKMckesson Corp	$975K	0.32%	0.00%	+4.8%	Q4 2023
WECWec Energy Group, Inc.	$931K	0.30%	0.00%	+4.4%	Q4 2023
GOOGAlphabet Inc.	$904K	0.29%	Not reported	-2.2%	Q3 2018
TSLATesla, Inc.	$873K	0.28%	0.00%	+6.1%	Q4 2020
HDHome Depot, Inc.	$858K	0.28%	0.00%	Not reported	Q4 2016
LLYELI LILLY & Co	$816K	0.26%	0.00%	-0.9%	Q2 2020
NEENextera Energy Inc	$798K	0.26%	0.00%	-2.7%	Q2 2020
CVSCVS HEALTH Corp	$792K	0.26%	0.00%	-2.3%	Q4 2023

Q4 2025Reported Jan 21, 2026307 positions
QQQInvesco QQQ Trust, Series 1	$21.6M	6.91%	Not reported	+0.5%	Q2 2018
AAPLApple Inc.	$9.82M	3.13%	0.00%	-3.0%	Q2 2013
MSFTMicrosoft Corp	$7.43M	2.37%	0.00%	-6.9%	Q2 2013
GOOGLAlphabet Inc.	$7.07M	2.26%	0.00%	-2.2%	Q4 2018
JPMJPMorgan Chase & Co	$5.59M	1.78%	0.00%	-0.9%	Q2 2013
NVDANvidia Corp	$5.39M	1.72%	0.00%	-3.4%	Q3 2021
ANETArista Networks, Inc.	$5.17M	1.65%	0.00%	-1.3%	Q4 2016
VOTVan Kampen Municipal Opportunity Trust II	$5.17M	1.65%	Not reported	+5.9%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$4.29M	1.37%	Not reported	-0.2%	Q2 2013
LOWLowes Companies Inc	$3.28M	1.05%	0.00%	-1.7%	Q2 2013
MCDMcdonalds Corp	$3.06M	0.98%	0.00%	-0.6%	Q2 2013
AMZNAmazon Com Inc	$2.78M	0.89%	0.00%	+1.1%	Q1 2018
PNCPNC Financial Services Group, Inc.	$2.53M	0.81%	0.00%	-1.8%	Q1 2015
PGPROCTER & GAMBLE Co	$2.37M	0.76%	0.00%	+13.2%	Q2 2013
MAMastercard Inc	$2.33M	0.74%	0.00%	-0.3%	Q1 2018
DHRDanaher Corp	$2.31M	0.74%	0.00%	-1.7%	Q2 2013
HONHoneywell International Inc	$2.16M	0.69%	0.00%	+0.6%	Q2 2013
COSTCostco Wholesale Corp	$2.16M	0.69%	0.00%	-0.8%	Q2 2013
CSCOCisco Systems, Inc.	$2.08M	0.66%	0.00%	+4.6%	Q2 2013
SOSouthern Co	$2.08M	0.66%	0.00%	+3.4%	Q3 2014
ISRGIntuitive Surgical Inc	$2.07M	0.66%	0.00%	-0.8%	Q4 2020
BXBlackstone Inc.	$2.04M	0.65%	0.00%	+5.3%	Q3 2019
ABTAbbott Laboratories	$2M	0.64%	0.00%	+0.1%	Q2 2013
AMGNAmgen Inc	$1.95M	0.62%	0.00%	+2.9%	Q1 2015
CVXChevron Corp	$1.9M	0.61%	0.00%	-0.5%	Q2 2013
CSXCSX Corp	$1.85M	0.59%	0.00%	-11.5%	Q2 2013
GLDSPDR Gold Trust	$1.73M	0.55%	0.00%	+96.7%	Q2 2013
PULSPulse Electronics Corp	$1.72M	0.55%	0.20%	-6.2%	Q1 2023
MTBM&T Bank Corp	$1.68M	0.54%	0.01%	-0.6%	Q2 2013
CMECme Group Inc.	$1.44M	0.46%	0.00%	+3.6%	Q2 2018
JNJJohnson & Johnson	$1.43M	0.46%	0.00%	-5.8%	Q2 2013
PEPPepsico Inc	$1.41M	0.45%	0.00%	-3.5%	Q2 2013
ITWIllinois Tool Works Inc	$1.41M	0.45%	0.00%	+5.0%	Q2 2019
VLOValero Energy Corp	$1.35M	0.43%	0.00%	+4.5%	Q3 2018
WMTWalmart Inc.	$1.26M	0.40%	0.00%	+7.9%	Q4 2023
XOMExxonMobil Holdings Corp	$1.22M	0.39%	0.00%	+7.0%	Q2 2013
ECLEcolab Inc.	$1.16M	0.37%	0.00%	+5.5%	Q4 2018
FTNTFortinet, Inc.	$1.15M	0.37%	0.00%	-5.2%	Q4 2020
VZVerizon Communications Inc	$1.13M	0.36%	0.00%	+2.7%	Q2 2013
PWRQuanta Services, Inc.	$1.08M	0.34%	0.00%	+8.4%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.06M	0.34%	Not reported	-29.4%	Q1 2016
PANWPalo Alto Networks Inc	$1.02M	0.32%	0.00%	-0.1%	Q4 2023
GOOGAlphabet Inc.	$1.01M	0.32%	Not reported	-1.4%	Q3 2018
TSLATesla, Inc.	$996K	0.32%	0.00%	-29.2%	Q4 2020
ROPRoper Technologies Inc	$990K	0.32%	0.00%	-5.7%	Q4 2018
LLYELI LILLY & Co	$962K	0.31%	0.00%	-1.7%	Q2 2020
SHOPShopify Inc.	$942K	0.30%	0.00%	+6.0%	Q3 2021
CRMSalesforce, Inc.	$937K	0.30%	0.00%	-24.8%	Q4 2018
HDHome Depot, Inc.	$897K	0.29%	0.00%	-0.8%	Q4 2016
CVSCVS HEALTH Corp	$896K	0.29%	0.00%	+7.6%	Q4 2023

Q3 2025Reported Oct 27, 2025331 positions
QQQInvesco QQQ Trust, Series 1	$21.1M	6.83%	Not reported	+0.9%	Q2 2018
AAPLApple Inc.	$9.48M	3.08%	0.00%	-1.1%	Q2 2013
MSFTMicrosoft Corp	$8.55M	2.77%	0.00%	-1.2%	Q2 2013
ANETArista Networks, Inc.	$5.83M	1.89%	0.00%	-5.8%	Q4 2016
GOOGLAlphabet Inc.	$5.61M	1.82%	0.00%	-0.8%	Q4 2018
NVDANvidia Corp	$5.58M	1.81%	0.00%	-3.3%	Q3 2021
JPMJPMorgan Chase & Co	$5.52M	1.79%	0.00%	-1.1%	Q2 2013
VOTVan Kampen Municipal Opportunity Trust II	$5.13M	1.67%	Not reported	+0.7%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$4.2M	1.36%	Not reported	-0.5%	Q2 2013
LOWLowes Companies Inc	$3.48M	1.13%	0.00%	-0.3%	Q2 2013
ERIEErie Indemnity Co	$3.18M	1.03%	Not reported	Not reported	Q2 2022
MCDMcdonalds Corp	$3.06M	0.99%	0.00%	+0.6%	Q2 2013
AMZNAmazon Com Inc	$2.61M	0.85%	0.00%	-1.0%	Q1 2018
PNCPNC Financial Services Group, Inc.	$2.48M	0.81%	0.00%	+0.2%	Q1 2015
COSTCostco Wholesale Corp	$2.34M	0.76%	0.00%	+0.3%	Q2 2013
MAMastercard Inc	$2.32M	0.75%	0.00%	-0.8%	Q1 2018
HONHoneywell International Inc	$2.32M	0.75%	0.00%	-2.3%	Q2 2013
PGPROCTER & GAMBLE Co	$2.25M	0.73%	0.00%	-0.5%	Q2 2013
SOSouthern Co	$2.18M	0.71%	0.00%	-0.8%	Q3 2014
BXBlackstone Inc.	$2.15M	0.70%	0.00%	-0.9%	Q3 2019
ABTAbbott Laboratories	$2.14M	0.69%	0.00%	-3.9%	Q2 2013
CSXCSX Corp	$2.04M	0.66%	0.00%	+0.2%	Q2 2013
DHRDanaher Corp	$2.04M	0.66%	0.00%	-9.7%	Q2 2013
CVXChevron Corp	$1.95M	0.63%	0.00%	-1.2%	Q2 2013
PULSPulse Electronics Corp	$1.84M	0.60%	0.21%	-20.1%	Q1 2023
CSCOCisco Systems, Inc.	$1.77M	0.57%	0.00%	+1.8%	Q2 2013
MTBM&T Bank Corp	$1.66M	0.54%	0.01%	-1.6%	Q2 2013
ISRGIntuitive Surgical Inc	$1.65M	0.53%	0.00%	-1.4%	Q4 2020
AMGNAmgen Inc	$1.63M	0.53%	0.00%	-2.9%	Q1 2015
BRK.BBerkshire Hathaway Inc	$1.5M	0.49%	Not reported	-3.1%	Q1 2016
PEPPepsico Inc	$1.43M	0.46%	0.00%	-4.9%	Q2 2013
ITWIllinois Tool Works Inc	$1.42M	0.46%	0.00%	-0.8%	Q2 2019
TSLATesla, Inc.	$1.39M	0.45%	0.00%	+1.8%	Q4 2020
CMECme Group Inc.	$1.37M	0.45%	0.00%	+1.5%	Q2 2018
JNJJohnson & Johnson	$1.36M	0.44%	0.00%	-6.4%	Q2 2013
VLOValero Energy Corp	$1.36M	0.44%	0.00%	+0.1%	Q3 2018
FTNTFortinet, Inc.	$1.29M	0.42%	0.00%	-19.8%	Q4 2020
VZVerizon Communications Inc	$1.19M	0.39%	0.00%	+1.5%	Q2 2013
ROPRoper Technologies Inc	$1.18M	0.38%	0.00%	-2.3%	Q4 2018
IBITiShares Bitcoin Trust ETF	$1.16M	0.38%	0.00%	-2.6%	Q1 2024
ECLEcolab Inc.	$1.15M	0.37%	0.00%	+4.2%	Q4 2018
PANWPalo Alto Networks Inc	$1.12M	0.36%	0.00%	+35.0%	Q4 2023
CRMSalesforce, Inc.	$1.11M	0.36%	0.00%	+1.1%	Q4 2018
WMTWalmart Inc.	$1.08M	0.35%	0.00%	+4.3%	Q4 2023
XOMExxonMobil Holdings Corp	$1.07M	0.35%	0.00%	-0.9%	Q2 2013
HDHome Depot, Inc.	$1.06M	0.35%	0.00%	+0.6%	Q4 2016
ORCLOracle Corp	$1.05M	0.34%	0.00%	+120.3%	Q2 2023
PWRQuanta Services, Inc.	$978K	0.32%	0.00%	+12.2%	Q3 2024
IBMInternational Business Machines Corp	$889K	0.29%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$878K	0.28%	Not reported	+2.5%	Q4 2019

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