FIRST UNITED BANK & TRUST
•CIK: 1214183•Filing: Q4 2025
**FIRST UNITED BANK & TRUST** manages $313M across a diversified portfolio of 394 positions. The fund exhibits a significant allocation to major indices and technology leaders, notably holding NDQ at $21.6M and VTV at $17.2M. Top holdings further include VOO ($13.0M), VUG ($11.7M), and AAPL ($9.8M), suggesting a core focus on broad market exposure and large-cap growth. This concentrated structure indicates a systematic approach to capturing market beta while maintaining exposure to established sector leaders.
Total AUM
$313.3M
QoQ Performance
+1.7%
Positions
393
Top 10 Concentration
36.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
VTV
NDQ6.9%
VTV5.5%
VOO4.1%
VUG3.7%
AAPL3.1%
DVY2.9%
MSFT2.4%
IEFA2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.9%
Technology12.3%
ETF7.1%
Consumer4.8%
Healthcare3.5%
Financial3.5%
Industrial1.2%
Utilities1.1%
🚪 Exited Positionssold since Q3 2025
+216 more exited positions
Changes from Q3 2025
NEW2 new positions
↑65 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023