First United Bank & Trust
Annual return '25
+13.3%
SPY '25
+17.7%
Alpha
-4.5ptsvs SPY
Invested
$307.9M
Holdings
394
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
Invesco QQQ Unit Series 1
Q1 2026: Increased +22573.1% (290 → 65.8k shares)
6.2%
02
$VTV
Vanguard Value ETF
Q1 2026: Increased +26312.5% (670 → 177.0k shares)
5.7%
03
$DVY
iShares Select Dividend ETF
Q1 2026: Increased +15746.0% (940 → 149.0k shares)
3.7%
04
$VOO
Vanguard Index FDS S&P 500 ETF Shs
Q1 2026: Increased +9075.0% (400 → 36.7k shares)
3.6%
05
$VO
Vanguard Mid-Cap ETF
Q1 2026: Increased +9168.3% (720 → 66.7k shares)
3.1%
06
$VUG
Vanguard Growth ETF
Q1 2026: Increased +7661.0% (564 → 43.8k shares)
3.1%
07
$IEFA
iShares Tr Core MSCI Eafe ETF
Q1 2026: Increased +21948.3% (920 → 202.8k shares)
3.0%
08
$AAPL
Apple Inc Com
Q1 2026: Increased +146.7% (19.5k → 48.1k shares)
2.8%
09
$RSP
Invesco S&P 500 Equal Weight
Q1 2026: Increased +45518.9% (190 → 86.7k shares)
2.7%
10
$IEMG
iShares in Core MSCI Emerging Mkts
Q1 2026: Increased +11812.9% (1.9k → 220.4k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:13 UTC.