United Bank
13F Reported Value
ⓘ$300.6M
Holdings
124
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
United Bank disclosed 124 positions worth $300.6M in its Form 13F-HR for Q1 2026, led by $GOOG (Alphabet Inc.) at 4.3% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $CVS and a full exit from $NOW. The portfolio is most concentrated in Other (29.3% of disclosed assets). All figures are sourced directly from United Bank’s Form 13F-HR filing with the SEC under CIK 1697791.
AI Fund Analysis
Stable
$GOOG
$AAPL
$NVDA
$COR
$SCHW
$AMZNSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.2#45
Quality
$12.9M44,887 sh - 76.1#112
Quality
$12.3M48,325 sh FLEXSHARES TR
—Quality
$11.8M183,778 shFLEXSHARES TR
—Quality
$11.7M211,277 sh- 90.2
Quality
$11.5M66,009 sh SELECT SECTOR SPDR TR
—Quality
$11.1M83,404 shFLEXSHARES TR
—Quality
$9.7M241,931 sh- 83.7
Quality
$9.3M25,224 sh - 74.6
Quality
$9.3M44,499 sh - 35.6
Quality
$8.4M28,574 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Alphabet Inc.$GOOG | 80.2#45 | $12.9M | 44,887 |
| Apple Inc.$AAPL | 76.1#112 | $12.3M | 48,325 |
| FLEXSHARES TR | — | $11.8M | 183,778 |
| FLEXSHARES TR | — | $11.7M | 211,277 |
| NVIDIA CORP$NVDA | 90.2 | $11.5M | 66,009 |
| SELECT SECTOR SPDR TR | — | $11.1M | 83,404 |
| FLEXSHARES TR | — | $9.7M | 241,931 |
 MICROSOFT CORP$MSFT | 83.7 | $9.3M | 25,224 |
| AMAZON COM INC$AMZN | 74.6 | $9.3M | 44,499 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $8.4M | 28,574 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of United Bank's 124 positions.
Showing top 10 of 124 holdings.
Sector Allocation
Other
$88.2M
Technology
$73.0M
Financials
$32.5M
Consumer Discretionary
$28.2M
Healthcare
$20.9M
Industrials
$20.8M
Consumer Staples
$13.9M
Utilities
$7.9M
Full Holdings — United Bank (Q1 2026)
All 124 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $12.9M | 4.3% | -0% | 80.2 |
| 2 | $AAPL | Apple Inc. | $12.3M | 4.1% | +4% | 76.1 |
| 3 | — | FLEXSHARES TR | $11.8M | 3.9% | +8% | — |
| 4 | — | FLEXSHARES TR | $11.7M | 3.9% | +21% | — |
| 5 | $NVDA | NVIDIA CORP | $11.5M | 3.8% | +6% | 90.2 |
| 6 | — | SELECT SECTOR SPDR TR | $11.1M | 3.7% | +4% | — |
| 7 | — | FLEXSHARES TR | $9.7M | 3.2% | +2% | — |
| 8 | $MSFT | MICROSOFT CORP | $9.3M | 3.1% | +16% | 83.7 |
| 9 | $AMZN | AMAZON COM INC | $9.3M | 3.1% | +6% | 74.6 |
| 10 | $JPM | JPMORGAN CHASE & CO | $8.4M | 2.8% | +1% | 35.6 |
| 11 |  $KO | COCA COLA CO | $6.9M | 2.3% | -1% | 74 |
| 12 | — | SCHWAB STRATEGIC TR | $6.6M | 2.2% | +3% | — |
| 13 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.0M | 2.0% | +6% | 67 |
| 14 | — | ISHARES TR | $5.8M | 1.9% | -0% | — |
| 15 |  $SO | SOUTHERN CO | $5.3M | 1.8% | +0% | 65.1 |
| 16 | — | ISHARES TR | $5.1M | 1.7% | -5% | — |
| 17 |  $META | Meta Platforms, Inc. | $4.7M | 1.6% | +16% | 80.9 |
| 18 | — | SELECT SECTOR SPDR TR | $4.5M | 1.5% | +7% | — |
| 19 |  $MA | Mastercard Inc | $4.2M | 1.4% | +7% | 81.7 |
| 20 | — | ISHARES TR | $4.1M | 1.4% | -0% | — |
| 21 | — | VANGUARD INDEX FDS | $4.0M | 1.3% | -4% | — |
| 22 |  $XOM | EXXON MOBIL CORP | $4.0M | 1.3% | -2% | 61.8 |
| 23 |  $AMD | ADVANCED MICRO DEVICES INC | $3.6M | 1.2% | +21% | 78.8 |
| 24 |  $CAT | CATERPILLAR INC | $3.5M | 1.2% | +6% | 67.8 |
| 25 |  $ABT | ABBOTT LABORATORIES | $3.4M | 1.1% | +4% | 67 |
| 26 | — | FLEXSHARES TR | $3.2M | 1.1% | +5% | — |
| 27 |  $JNJ | JOHNSON & JOHNSON | $3.0M | 1.0% | -3% | 72.8 |
| 28 |  $TJX | TJX COMPANIES INC /DE/ | $3.0M | 1.0% | +8% | 70.7 |
| 29 |  $LOW | LOWES COMPANIES INC | $2.8M | 0.9% | -3% | 63.5 |
| 30 |  $AVGO | Broadcom Inc. | $2.8M | 0.9% | +103% | 86.4 |
| 31 |  $TFC | TRUIST FINANCIAL CORP | $2.7M | 0.9% | -3% | — |
| 32 |  $CSCO | CISCO SYSTEMS, INC. | $2.6M | 0.9% | -0% | 72.3 |
| 33 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.6M | 0.9% | +2% | 64.5 |
| 34 |  $GD | GENERAL DYNAMICS CORP | $2.6M | 0.9% | -2% | 73 |
| 35 |  $RTX | RTX Corp | $2.6M | 0.9% | +5% | 70 |
| 36 |  $MCD | MCDONALDS CORP | $2.6M | 0.8% | -2% | 73.9 |
| 37 |  $LLY | ELI LILLY & Co | $2.5M | 0.8% | -2% | 89.3 |
| 38 | $COR | Cencora, Inc. | $2.4M | 0.8% | +5% | 59.6 |
| 39 |  $PG | PROCTER & GAMBLE Co | $2.4M | 0.8% | -1% | 72.9 |
| 40 |  $ADI | ANALOG DEVICES INC | $2.3M | 0.8% | -2% | 76.2 |
| 41 |  $CVX | CHEVRON CORP | $2.3M | 0.8% | -2% | 54.7 |
| 42 |  $ORCL | ORACLE CORP | $2.2M | 0.7% | -4% | 67.2 |
| 43 |  $NFLX | NETFLIX INC | $2.2M | 0.7% | +19% | 86.7 |
| 44 |  $PANW | Palo Alto Networks Inc | $2.1M | 0.7% | +5% | 66.5 |
| 45 |  $GSK | GSK plc | $2.1M | 0.7% | +2% | — |
| 46 |  $BX | Blackstone Inc. | $2.1M | 0.7% | +22% | 68 |
| 47 |  $CRM | Salesforce, Inc. | $2.1M | 0.7% | -7% | 75.2 |
| 48 |  $NSC | NORFOLK SOUTHERN CORP | $2.0M | 0.7% | -39% | 70.8 |
| 49 |  $GLD | SPDR GOLD TRUST | $1.8M | 0.6% | +51% | — |
| 50 |  $C | CITIGROUP INC | $1.8M | 0.6% | +1% | 54.8 |
| 51 |  $DIS | Walt Disney Co | $1.8M | 0.6% | +4% | 68.9 |
| 52 |  $ICE | Intercontinental Exchange, Inc. | $1.8M | 0.6% | -2% | 73.8 |
| 53 |  $ETN | Eaton Corp plc | $1.7M | 0.6% | +24% | — |
| 54 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.7M | 0.6% | -1% | 70.1 |
| 55 |  $PFE | PFIZER INC | $1.7M | 0.6% | +1% | 69 |
| 56 |  $MDT | Medtronic plc | $1.7M | 0.6% | +132% | — |
| 57 |  $HON | HONEYWELL INTERNATIONAL INC | $1.7M | 0.6% | -30% | 65.7 |
| 58 |  $EMR | EMERSON ELECTRIC CO | $1.6M | 0.5% | +128% | 65.9 |
| 59 | $SCHW | SCHWAB CHARLES CORP | $1.6M | 0.5% | +0% | 77.2 |
| 60 |  $NEE | NEXTERA ENERGY INC | $1.5M | 0.5% | -11% | 71.7 |
| 61 |  $FCX | FREEPORT-MCMORAN INC | $1.5M | 0.5% | +103% | 73.1 |
| 62 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $1.3M | 0.5% | +6% | 64.9 |
| 63 |  $YUM | YUM BRANDS INC | $1.3M | 0.4% | +122% | 71.7 |
| 64 |  $HD | HOME DEPOT, INC. | $1.3M | 0.4% | +8% | 69.2 |
| 65 |  $BA | BOEING CO | $1.3M | 0.4% | +96% | 51.8 |
| 66 |  $CVS | CVS HEALTH Corp | $1.3M | 0.4% | NEW | 51.3 |
| 67 |  $KKR | KKR & Co. Inc. | $1.3M | 0.4% | +39% | 49.8 |
| 68 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.2M | 0.4% | +9% | 69.8 |
| 69 | — | SELECT SECTOR SPDR TR | $1.1M | 0.4% | -39% | — |
| 70 |  $ACN | Accenture plc | $1.1M | 0.4% | +16% | — |
| 71 |  $DE | DEERE & CO | $1.1M | 0.3% | -2% | 57.4 |
| 72 |  $ACHR | Archer Aviation Inc. | $1.0M | 0.3% | +14% | 25 |
| 73 |  $SPY | SPDR S&P 500 ETF TRUST | $1.0M | 0.3% | +1% | — |
| 74 |  $NKE | NIKE, Inc. | $991,326 | 0.3% | +10% | 53.4 |
| 75 |  $T | AT&T INC. | $970,150 | 0.3% | -1% | 71.9 |
| 76 |  $WMT | Walmart Inc. | $939,433 | 0.3% | +0% | 63.2 |
| 77 | — | ISHARES TR | $934,090 | 0.3% | -6% | — |
| 78 |  $PYPL | PayPal Holdings, Inc. | $924,456 | 0.3% | +3% | 70.5 |
| 79 |  $PEP | PEPSICO INC | $919,472 | 0.3% | +245% | 62.7 |
| 80 |  $INTU | INTUIT INC. | $910,160 | 0.3% | +28% | 82 |
| 81 |  $ADBE | ADOBE INC. | $889,187 | 0.3% | +1% | 80.4 |
| 82 |  $BDX | BECTON DICKINSON & CO | $852,029 | 0.3% | +12% | 50.7 |
| 83 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $840,951 | 0.3% | +0% | — |
| 84 | — | SPDR INDEX SHS FDS | $806,809 | 0.3% | +1% | — |
| 85 |  $DUK | Duke Energy CORP | $790,878 | 0.3% | -1% | 64 |
| 86 | — | SELECT SECTOR SPDR TR | $788,596 | 0.3% | +15% | — |
| 87 | — | SPDR SERIES TRUST | $782,384 | 0.3% | -2% | — |
| 88 | — | VANGUARD INDEX FDS | $768,449 | 0.3% | +145% | — |
| 89 |  $STT | STATE STREET CORP | $747,679 | 0.3% | -80% | 61.5 |
| 90 | — | FIRST TR EXCHANGE-TRADED FD | $730,809 | 0.2% | +90% | — |
| 91 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $698,810 | 0.2% | -34% | 66.7 |
| 92 |  $MDLZ | Mondelez International, Inc. | $693,697 | 0.2% | -48% | 53.9 |
| 93 | — | SELECT SECTOR SPDR TR | $691,766 | 0.2% | -51% | — |
| 94 |  $MU | MICRON TECHNOLOGY INC | $646,626 | 0.2% | +0% | 88.4 |
| 95 | — | ISHARES TR | $575,071 | 0.2% | +0% | — |
| 96 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $569,089 | 0.2% | -51% | 71.5 |
| 97 |  $TSLA | Tesla, Inc. | $567,291 | 0.2% | +16% | 50.1 |
| 98 |  $VZ | VERIZON COMMUNICATIONS INC | $559,178 | 0.2% | +1% | 71.6 |
| 99 | — | J P MORGAN EXCHANGE TRADED F | $491,359 | 0.2% | NEW | — |
| 100 |  $ABBV | AbbVie Inc. | $476,738 | 0.2% | +62% | 59.3 |
| 101 |  $DD | DuPont de Nemours, Inc. | $457,038 | 0.1% | -41% | 31.1 |
| 102 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $437,197 | 0.1% | -3% | 70.9 |
| 103 |  $IDXX | IDEXX LABORATORIES INC /DE | $393,323 | 0.1% | +0% | 73.6 |
| 104 |  $INTC | INTEL CORP | $387,417 | 0.1% | -10% | 41.5 |
| 105 |  $V | VISA INC. | $385,960 | 0.1% | +0% | 83.5 |
| 106 |  $MO | ALTRIA GROUP, INC. | $341,168 | 0.1% | +0% | 72.1 |
| 107 | — | FLEXSHARES TR | $333,648 | 0.1% | -94% | — |
| 108 | — | FIDELITY COVINGTON TRUST | $330,225 | 0.1% | NEW | — |
| 109 | — | VANGUARD INDEX FDS | $328,903 | 0.1% | +0% | — |
| 110 |  $GPN | GLOBAL PAYMENTS INC | $299,081 | 0.1% | +0% | 42.9 |
| 111 |  $DAL | DELTA AIR LINES, INC. | $286,795 | 0.1% | +0% | 64.4 |
| 112 |  $RF | REGIONS FINANCIAL CORP | $272,902 | 0.1% | +0% | — |
| 113 |  $BLK | BlackRock, Inc. | $255,815 | 0.1% | -16% | 70.3 |
| 114 |  $CCZ | COMCAST CORP | $249,834 | 0.1% | -21% | 70.4 |
| 115 |  $ED | CONSOLIDATED EDISON INC | $247,185 | 0.1% | +0% | 71.6 |
| 116 |  $MRK | Merck & Co., Inc. | $246,113 | 0.1% | +0% | 70.9 |
| 117 |  $WFC | WELLS FARGO & COMPANY/MN | $239,626 | 0.1% | -1% | — |
| 118 |  $PM | Philip Morris International Inc. | $226,846 | 0.1% | +0% | 80.5 |
| 119 |  $FDX | FEDEX CORP | $223,325 | 0.1% | -15% | 60.3 |
| 120 |  $ALL | ALLSTATE CORP | $205,474 | 0.1% | +0% | 76.6 |
| 121 |  $AFL | AFLAC INC | $200,111 | 0.1% | -25% | 60.3 |
| 122 |  $SRFM | SURF AIR MOBILITY INC. | $143,750 | 0.1% | +0% | 14.6 |
| 123 |  $IBRX | ImmunityBio, Inc. | $109,681 | 0.0% | NEW | 30 |
| 124 |  $OXSQ | Oxford Square Capital Corp. | $27,293 | 0.0% | +0% | — |
New Positions (4)
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