UNITED BANK
Sector Allocation
- Technology32.0%$273.1M
- Other20.2%$172.2M
- Financials12.2%$104.0M
- Industrials7.5%$63.9M
- Healthcare6.9%$59.2M
- Materials5.6%$47.8M
- Energy4.5%$38.4M
- Consumer Staples3.9%$33.0M
- Utilities2.9%$24.3M
- Real Estate2.0%$17.0M
AUM History
13fpro.ai/research/fund/united-bank-1286478
Conviction and streaks
Concentrating · top 10 = 51.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
HUBB
$149.6M- ISHARES$53.4M
GLW
$38.0M- ISHARES$33.7M
AAPL
$32.9MUBSI
$32.7MJPM
$32.0MMSFT
$25.3MCSCO
$20.8MIRM
$17.0MCMI
$15.3MTXN
$14.9MCVX
$14.4MJNJ
$13.9MAMGN
$12.6MDOV
$12.5MPG
$11.4MWM
$11.3MGD
$11.0M- ISHARES$10.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/united-bank-1286478
UNITED BANK 13F holdings — Q2 2026
$852.7M portfolio (+9.2% QoQ) · 130 holdings · Q2 2026 13F · top 10 are 51% of the stock portfolio
$149.6M
17.5% of stocks
No changeThis quarter-3.0%Since filed6+ qtrsHeld- 2
ISHARES - COMMON STOCK
$53.4M
6.3% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $38.0M
4.5% of stocks
-11%This quarter-5.5%Since filed6+ qtrsHeld- 4
ISHARES - ETF-FIXED INCOM
$33.7M
4.0% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $32.9M
3.9% of stocks
-3%This quarter+3.1%Since filed6+ qtrsHeld$32.7M
3.8% of stocks
+0.3%This quarter+1.2%Since filed6+ qtrsHeld$32.0M
3.8% of stocks
-0.3%This quarter-4.8%Since filed6+ qtrsHeld$25.3M
3.0% of stocks
-1%This quarter+18.1%Since filed6+ qtrsHeld$20.8M
2.4% of stocks
-5%This quarter-2.9%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$17.0M
2.0% of stocks
-5%This quarter-9.3%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row
All holdings — UNITED BANK (Q2 2026)
130 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CUMMINS INC | Industrials | $15.3M | 1.8% | 22K | -7% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TEXAS INSTRUMENTS INC | Technology | $14.9M | 1.8% | 50K | -4% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CHEVRON CORP | Energy | $14.4M | 1.7% | 87K | -4% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JOHNSON & JOHNSON | Healthcare | $13.9M | 1.6% | 55K | -6% | 6+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMGEN INC | Healthcare | $12.6M | 1.5% | 35K | -4% | 6+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | DOVER Corp | Industrials | $12.5M | 1.5% | 56K | -4% | 6+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | PROCTER & GAMBLE Co | Consumer Staples | $11.4M | 1.3% | 78K | -0.3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | WASTE MANAGEMENT INC | Utilities | $11.3M | 1.3% | 51K | -3% | 6+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | GENERAL DYNAMICS CORP | Industrials | $11.0M | 1.3% | 31K | -3% | 6+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES - COMMON STOCKetf/fund | — | $10.9M | 1.3% | 79K | +4% | — | — | 13F |
| 21 | MCDONALDS CORP | Consumer Discretionary | $10.3M | 1.2% | 38K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | EOG RESOURCES INC | Energy | $10.3M | 1.2% | 79K | -3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ABBOTT LABORATORIES | Healthcare | $9.8M | 1.1% | 108K | +2% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Air Products & Chemicals, Inc. | Materials | $9.7M | 1.1% | 33K | -3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | KLA CORP | Technology | $9.5M | 1.1% | 31K | +861% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $V | VISA INC. | Financials | $9.4M | 1.1% | 27K | +26% | |||
| 27 | $BLK | BlackRock, Inc. | Financials | $9.1M | 1.1% | 9,493 | -2% | |||
| 28 | — | VANGUARD MORNINGSTAR - COMMON STOCK | — | $8.6M | 1.0% | 107K | +272% | |||
| 29 | $AFL | AFLAC INC | Financials | $8.6M | 1.0% | 73K | +0.6% | |||
| 30 | $PEP | PEPSICO INC | Consumer Staples | $8.5M | 1.0% | 63K | +1.0% | |||
| 31 | — | VANGUARD MORNINGSTAR - COMMON STOCK | — | $8.2M | 1.0% | 85K | +5% | |||
| 32 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $8.1M | 0.9% | 30K | +2% | |||
| 33 | — | ISHARES - ETF-FIXED INCOM | — | $7.9M | 0.9% | 72K | -0.5% | |||
| 34 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $7.8M | 0.9% | 61K | -1% | |||
| 35 | $AWK | American Water Works Company, Inc. | Utilities | $7.7M | 0.9% | 58K | +3% | |||
| 36 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $7.4M | 0.9% | 54K | +0.4% | |||
| 37 | $HSY | HERSHEY CO | Consumer Staples | $7.2M | 0.8% | 41K | +0.5% | |||
| 38 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $7.2M | 0.8% | 39K | +2% | |||
| 39 | $LMT | LOCKHEED MARTIN CORP | Industrials | $7.0M | 0.8% | 14K | -2% | |||
| 40 | $CME | CME GROUP INC. | Financials | $6.9M | 0.8% | 31K | +4% | |||
| 41 | — | ISHARES - ETF-FIXED INCOM | — | $6.7M | 0.8% | 127K | +7% | |||
| 42 | $SYK | STRYKER CORP | Healthcare | $6.5M | 0.8% | 21K | +36% | |||
| 43 | $ATO | ATMOS ENERGY CORP | Energy | $6.4M | 0.8% | 37K | +34% | |||
| 44 | — | VANGUARD MORNINGSTAR - COMMON STOCK | — | $5.1M | 0.6% | 17K | -4% | |||
| 45 | — | ISHARES - COMMON STOCK | — | $5.0M | 0.6% | 43K | +37% | |||
| 46 | — | VANGUARD MORNINGSTAR - COMMON STOCK | — | $4.9M | 0.6% | 13K | -11% | |||
| 47 | $KO | COCA COLA CO | Consumer Staples | $4.1M | 0.5% | 50K | — | |||
| 48 | $NVDA | NVIDIA CORP | Technology | $3.8M | 0.4% | 19K | -4% | |||
| 49 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.3M | 0.4% | 7,898 | — | |||
| 50 | — | VANGUARD MORNINGSTAR - COMMON STOCK | — | $3.1M | 0.4% | 14K | +5% | |||
| 51 | $MU | MICRON TECHNOLOGY INC | Technology | $3.0M | 0.4% | 2,640 | -1% | |||
| 52 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.7M | 0.3% | 3,638 | — | |||
| 53 | — | VANGUARD MORNINGSTAR - COMMON STOCK | — | $2.4M | 0.3% | 28K | +519% | |||
| 54 | — | ISHARES - COMMON STOCK | — | $2.3M | 0.3% | 22K | -11% | |||
| 55 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.1M | 0.3% | 8,923 | -2% | |||
| 56 | $LLY | ELI LILLY & Co | Healthcare | $2.1M | 0.3% | 1,751 | -2% | |||
| 57 | — | ISHARES - COMMON STOCK | — | $2.0M | 0.2% | 20K | -5% | |||
| 58 | — | VANGUARD - ETF-FIXED INCOM | — | $2.0M | 0.2% | 26K | +18% | |||
| 59 | $GOOG | Alphabet Inc. | Technology | $1.9M | 0.2% | 5,366 | -4% | |||
| 60 | $GOOGL | Alphabet Inc. | Technology | $1.8M | 0.2% | 4,994 | -3% | |||
| 61 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.7M | 0.2% | 12K | — | |||
| 62 | — | VANGUARD - COMMON STOCK | — | $1.6M | 0.2% | 19K | -8% | |||
| 63 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.2% | 6,081 | -16% | |||
| 64 | $INTC | INTEL CORP | Technology | $1.5M | 0.2% | 11K | — | |||
| 65 | — | ISHARES - COMMON STOCK | — | $1.5M | 0.2% | 12K | +300% | |||
| 66 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.5M | 0.2% | 2,500 | +18% | |||
| 67 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.4M | 0.2% | 34K | +16% | |||
| 68 | — | VANGUARD MORNINGSTAR - COMMON STOCK | — | $1.4M | 0.2% | 3,811 | +38% | |||
| 69 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.3M | 0.2% | 27K | — | |||
| 70 | $APP | AppLovin Corp | Technology | $1.3M | 0.1% | 2,505 | -3% | |||
| 71 | — | ISHARES - COMMON STOCK | — | $1.3M | 0.1% | 13K | +52% | |||
| 72 | $T | AT&T INC. | Communication Services | $1.2M | 0.1% | 59K | +34% | |||
| 73 | $SO | SOUTHERN CO | Utilities | $1.2M | 0.1% | 12K | +8% | |||
| 74 | — | ISHARES - ETF-FIXED INCOM | — | $1.2M | 0.1% | 11K | +0.2% | |||
| 75 | $DELL | Dell Technologies Inc. | Technology | $1.1M | 0.1% | 2,448 | New | |||
| 76 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.1M | 0.1% | 18K | +0.8% | |||
| 77 | $PFE | PFIZER INC | Healthcare | $1.0M | 0.1% | 43K | -0.1% | |||
| 78 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.0M | 0.1% | 2,893 | -2% | |||
| 79 | — | STATE STREET SPDR - COMMON STOCK | — | $1.0M | 0.1% | 1,944 | — | |||
| 80 | $META | Meta Platforms, Inc. | Technology | $922K | 0.1% | 1,636 | -4% | |||
| 81 | $GE | GENERAL ELECTRIC CO | Industrials | $913K | 0.1% | 2,444 | +3% | |||
| 82 | $META | Meta Platforms, Inc. | Technology | $904K | 0.1% | 12K | +5% | |||
| 83 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $871K | 0.1% | 5,100 | New | |||
| 84 | — | ISHARES - COMMON STOCK | — | $830K | 0.1% | 11K | — | |||
| 85 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $802K | 0.1% | 11K | -0.6% | |||
| 86 | $DUK | Duke Energy CORP | Utilities | $798K | 0.1% | 6,305 | — | |||
| 87 | $MS | MORGAN STANLEY | Financials | $774K | 0.1% | 3,703 | -0.9% | |||
| 88 | $WMT | Walmart Inc. | Consumer Staples | $743K | 0.1% | 6,560 | -20% | |||
| 89 | — | ISHARES - COMMON STOCK | — | $719K | 0.1% | 960 | -4% | |||
| 90 | $GEV | GE Vernova Inc. | Industrials | $717K | 0.1% | 610 | +3% | |||
| 91 | $ALL | ALLSTATE CORP | Financials | $714K | 0.1% | 3,000 | — | |||
| 92 | $ED | CONSOLIDATED EDISON INC | Utilities | $714K | 0.1% | 6,450 | — | |||
| 93 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $662K | 0.1% | 3,124 | — | |||
| 94 | $MMM | 3M CO | Healthcare | $610K | 0.1% | 3,766 | +12% | |||
| 95 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $603K | 0.1% | 858 | — | |||
| 96 | $MRK | Merck & Co., Inc. | Healthcare | $585K | 0.1% | 4,553 | — | |||
| 97 | $TRVI | Trevi Therapeutics, Inc. | Healthcare | $582K | 0.1% | 31K | — | |||
| 98 | — | DEFIANCE QUANTUM - COMMON STOCK | — | $581K | 0.1% | 3,516 | -0.8% | |||
| 99 | $ASML | ASML HOLDING NV | Technology | $577K | 0.1% | 290 | — | |||
| 100 | $NEE | NEXTERA ENERGY INC | Utilities | $553K | 0.1% | 6,301 | -5% | |||
| 101 | $CAT | CATERPILLAR INC | Industrials | $535K | 0.1% | 502 | -9% | |||
| 102 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $440K | 0.1% | 7,715 | — | |||
| 103 | $CCZ | COMCAST CORP | Communication Services | $437K | 0.1% | 18K | +35% | |||
| 104 | $PJT | PJT Partners Inc. | Financials | $404K | 0.1% | 2,675 | — | |||
| 105 | $D | DOMINION ENERGY, INC | Utilities | $390K | 0.1% | 5,714 | +12% | |||
| 106 | — | ISHARES - COMMON STOCK | — | $388K | 0.1% | 4,018 | — | |||
| 107 | $DE | DEERE & CO | Industrials | $380K | 0.0% | 599 | — | |||
| 108 | — | ISHARES - ETF-FIXED INCOM | — | $375K | 0.0% | 12K | — | |||
| 109 | — | ISHARES - COMMON STOCK | — | $375K | 0.0% | 2,399 | — | |||
| 110 | — | ISHARES - COMMON STOCK | — | $373K | 0.0% | 3,380 | — | |||
| 111 | $CIEN | CIENA CORP | Technology | $356K | 0.0% | 725 | New | |||
| 112 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $343K | 0.0% | 1,221 | New | |||
| 113 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $331K | 0.0% | 4,000 | — | |||
| 114 | $MA | Mastercard Inc | Financials | $316K | 0.0% | 615 | -4% | |||
| 115 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $285K | 0.0% | 980 | -1% | |||
| 116 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $273K | 0.0% | 292 | -31% | |||
| 117 | — | VANGUARD MORNINGSTAR - COMMON STOCK | — | $273K | 0.0% | 794 | — | |||
| 118 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $260K | 0.0% | 1,403 | — | |||
| 119 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $259K | 0.0% | 517 | -0.8% | |||
| 120 | — | VANGUARD MORNINGSTAR - COMMON STOCK | — | $243K | 0.0% | 1,000 | — | |||
| 121 | — | ISHARES - COMMON STOCK | — | $236K | 0.0% | 3,453 | New | |||
| 122 | — | STATE STREET SPDR - COMMON STOCK | — | $228K | 0.0% | 1,198 | New | |||
| 123 | $IBIT | iShares Bitcoin Trust ETF | Financials | $223K | 0.0% | 6,693 | — | |||
| 124 | $CSX | CSX CORP | Industrials | $206K | 0.0% | 4,326 | New | |||
| 125 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $204K | 0.0% | 1,019 | New | |||
| 126 | $KZIA | KAZIA THERAPEUTICS LTD | Healthcare | $181K | 0.0% | 13K | New | |||
| 127 | $ZVRA | ZEVRA THERAPEUTICS, INC. | Healthcare | $151K | 0.0% | 11K | — | |||
| 128 | $AIRS | Airsculpt Technologies, Inc. | Healthcare | $97K | 0.0% | 22K | New | |||
| 129 | $GNLX | GENELUX Corp | Healthcare | $36K | 0.0% | 12K | — | |||
| 130 | $LCTX | Lineage Cell Therapeutics, Inc. | Healthcare | $28K | 0.0% | 21K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 11 new, 37 added to, 51 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$DELLDell Technologies Inc.$1.1M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$871Kfirst bought this quarter
$CIENCIENA CORP$356K
first bought this quarter
$IBMINTERNATIONAL BUSINESS MACHINES CORP$343K
first bought this quarter
- ISHARES - COMMON STOCK$236K
first bought this quarter
- STATE STREET SPDR - COMMON STOCK$228K
first bought this quarter
+5 more in the Excel export
Added to (37)
$KLACKLA CORP+861%
now $9.5M · held 6+ qtrs
- VANGUARD MORNINGSTAR - COMMON STOCK+272%
now $8.6M
$VVISA INC.+26%
now $9.4M · held 6+ qtrs, 2 adds in a row
$SYKSTRYKER CORP+36%
now $6.5M · held 2 qtrs, 2 adds in a row
$ATOATMOS ENERGY CORP+34%
now $6.4M · held 2 qtrs, 2 adds in a row
$TAT&T INC.+34%
now $1.2M · held 6+ qtrs
+31 more in the Excel export
Trimmed (51)
now $38.0M · held 6+ qtrs, 5 trims in a row
now $15.3M · held 6+ qtrs, 4 trims in a row
now $20.8M · held 6+ qtrs, 5 trims in a row
now $32.9M · held 6+ qtrs, 5 trims in a row
now $17.0M · held 6+ qtrs, 5 trims in a row
now $13.9M · held 6+ qtrs, 5 trims in a row
+45 more in the Excel export
Sold out (2)
- ISHARESwas $322K
$CRDFCardiff Oncology, Inc.was $36K
held 5+ qtrs
Holdings by quarter
Every 13F UNITED BANK has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow UNITED BANK?
Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of UNITED BANK's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-1.6%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
51%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
UNITED BANK disclosed 130 positions worth $852.7M in its Form 13F-HR for Q2 2026, led by $HUBB (HUBBELL INC) at 17.5% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 2 — including a new stake in $DELL. The portfolio is most concentrated in Technology (32.0% of disclosed assets). All figures are sourced directly from UNITED BANK’s Form 13F-HR filing with the SEC under CIK 1286478.
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