StockDriftsStockDriftsTop 50 First United Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | Invesco QQQ Unit Series 1 | 6.98% | 32.9K | $24.3M | -0.22%(-72) | $109.91(+566.47%) | 2026-06-30 | |
| VTV | Vanguard Value ETF | 5.5% | 87.8K | $19.1M | -1.18%(-1.05K) | $109.86(+107.08%) | 2026-06-30 | |
| VOO | Vanguard Index FDS S&P 500 ETF Shs | 3.64% | 18.4K | $12.6M | -0.58%(-108) | $321.51(+121.67%) | 2026-06-30 | |
| DVY | iShares Select Dividend ETF | 3.36% | 74.7K | $11.7M | -0.36%(-273) | $105.57(+55.95%) | 2026-06-30 | |
| VO | Vanguard Mid-Cap ETF | 3.25% | 140.1K | $11.3M | +3.79%(+5.11K) | $60.52(+39.34%) | 2026-06-30 | |
| VUG | Vanguard Growth ETF | 3.21% | 129.5K | $11.2M | -2.60%(-3.45K) | $35.00(+154.81%) | 2026-06-30 | |
| IEFA | iShares Tr Core MSCI Eafe ETF | 2.93% | 105.4K | $10.2M | +3.35%(+3.42K) | $77.10(+31.42%) | 2026-06-30 | |
| RSP | Invesco S&P 500 Equal Weight | 2.9% | 47.4K | $10.1M | +8.84%(+3.85K) | $167.88(+32.09%) | 2026-06-30 | |
| AAPL | Apple Inc Com | 2.82% | 33.9K | $9.8M | -0.05%(-18) | $73.77(+313.94%) | 2026-06-30 | |
| IEMG | iShares in Core MSCI Emerging Mkts | 2.46% | 103.2K | $8.6M | -7.39%(-8.23K) | $63.23(+30.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.61% | +62.67% | +10.32% | +63.43% |
| Top 20 Holdings Unweighted | +17.41% | +61.84% | +9.86% | +60.01% |
First United Bank & Trust reports $347.63M in US-listed equity holdings across 420 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (7.0%), VTV (5.5%) and VOO (3.6%). The top 20 holdings account for 53.28% of reported assets. Its disclosed equity book has returned +62.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First United Bank & Trust’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1214183). View First United Bank & Trust’s 13F filings on SEC