United Bank
Sector Allocation
- Other30.7%$100.9M
- Technology27.7%$91.2M
- Financials10.2%$33.7M
- Consumer Discretionary6.8%$22.4M
- Consumer Staples6.3%$20.8M
- Industrials6.1%$20.1M
- Healthcare6.1%$19.9M
- Utilities2.4%$7.8M
- Energy1.4%$4.7M
- Communication Services1.4%$4.5M
AUM History
13fpro.ai/research/fund/united-bank-1697791
Conviction and streaks
Concentrating · top 10 = 37.3%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
- SELECT$16.1M
GOOGL
$15.8MAAPL
$13.9MNVDA
$13.3M- FLEXSHARES$12.2M
- ISHARES$10.6M
AMZN
$10.5M- FLEXSHARES$10.4M
- FLEXSHARES$10.1M
AMD
$9.9MJPM
$9.3MMSFT
$8.8MKO
$7.5M- SCHWAB$7.1M
- ISHARES$5.7M
COST
$5.7MSO
$5.4MCAT
$5.3M- ISHARES$4.9M
AVGO
$4.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/united-bank-1697791
United Bank 13F holdings — Q2 2026
$328.9M portfolio (+9.4% QoQ) · 122 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
- 1
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$16.1M
4.9% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $15.8M
4.8% of stocks
-1%This quarter-11.7%Since filed10+ qtrsHeld$13.9M
4.2% of stocks
-0.8%This quarter+11.6%Since filed10+ qtrsHeld$13.3M
4.0% of stocks
+0.3%This quarter-0.7%Since filed10+ qtrsHeld- 5
FLEXSHARES TR - STOXX GLOBR INF
$12.2M
3.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE S&P MCP ETF
$10.6M
3.2% of stocks
+60%This quarter—Since filed—HeldAIQuality—Est. buy— $10.5M
3.2% of stocks
-0.7%This quarter-10.4%Since filed10+ qtrsHeld- 8
FLEXSHARES TR - MORNSTAR UPSTR
$10.4M
3.1% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
FLEXSHARES TR - HIG YLD VL ETF
$10.1M
3.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $9.9M
3.0% of stocks
-4%This quarter+13.1%Since filed8 qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $16.1M | 4.9% | +1% | — | — | — | — | |
| 2 | $15.8M | 4.8% | -1% | -11.7% | 10+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $13.9M | 4.2% | -0.8% | +11.6% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $13.3M | 4.0% | +0.3% | -0.7% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | FLEXSHARES TR - STOXX GLOBR INF | $12.2M | 3.7% | +4% | — | — | — | — | |
| 6 | ISHARES TR - CORE S&P MCP ETF | $10.6M | 3.2% | +60% | — | — | — | — | |
| 7 | $10.5M | 3.2% | -0.7% | -10.4% | 10+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | FLEXSHARES TR - MORNSTAR UPSTR | $10.4M | 3.1% | -0.5% | — | — | — | — | |
| 9 | FLEXSHARES TR - HIG YLD VL ETF | $10.1M | 3.1% | +3% | — | — | — | — | |
| 10 | $9.9M | 3.0% | -4% | +13.1% | 8 qtrs | 79.8#31 | Estimated buy price is Pro: unlock with a free trial |
All holdings — United Bank (Q2 2026)
122 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 | JPMORGAN CHASE & CO | Financials | $9.3M | 2.8% | 28K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MICROSOFT CORP | Technology | $8.8M | 2.7% | 24K | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | COCA COLA CO | Consumer Staples | $7.5M | 2.3% | 93K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $7.1M | 2.1% | 223K | +3% | — | — | 13F |
| 15 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $5.7M | 1.7% | 42K | -8% | — | — | 13F |
| 16 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.7M | 1.7% | 6,050 | +0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SOUTHERN CO | Utilities | $5.4M | 1.6% | 56K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CATERPILLAR INC | Industrials | $5.3M | 1.6% | 4,949 | +0.7% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $4.9M | 1.5% | 33K | +0.1% | — | — | 13F |
| 20 | Broadcom Inc. | Technology | $4.5M | 1.4% | 12K | +31% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Meta Platforms, Inc. | Technology | $4.5M | 1.4% | 7,942 | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $4.4M | 1.3% | 20K | -0.8% | — | — | 13F |
| 23 | Mastercard Inc | Financials | $4.4M | 1.3% | 8,482 | +2% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Palo Alto Networks Inc | Technology | $4.2M | 1.3% | 12K | -7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $4.1M | 1.3% | 78K | +6% | — | — | 13F |
| 26 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.8M | 1.2% | 33K | -4% | |||
| 27 | — | FLEXSHARES TR - US QT LW VLTY | — | $3.6M | 1.1% | 47K | +6% | |||
| 28 | $LLY | ELI LILLY & Co | Healthcare | $3.2M | 1.0% | 2,644 | -4% | |||
| 29 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.2M | 1.0% | 12K | -0.1% | |||
| 30 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.0M | 0.9% | 22K | -7% | |||
| 31 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.0M | 0.9% | 20K | +5% | |||
| 32 | $ADI | ANALOG DEVICES INC | Technology | $3.0M | 0.9% | 7,449 | +2% | |||
| 33 | $TFC | TRUIST FINANCIAL CORP | Financials | $2.9M | 0.9% | 59K | -1% | |||
| 34 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.8M | 0.8% | 5,515 | +2% | |||
| 35 | $RTX | RTX Corp | Industrials | $2.6M | 0.8% | 14K | +2% | |||
| 36 | $C | CITIGROUP INC | Financials | $2.5M | 0.8% | 18K | +13% | |||
| 37 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.5M | 0.8% | 12K | -4% | |||
| 38 | $GD | GENERAL DYNAMICS CORP | Industrials | $2.5M | 0.8% | 7,125 | -6% | |||
| 39 | $ORCL | ORACLE CORP | Technology | $2.4M | 0.7% | 16K | +8% | |||
| 40 | $MU | MICRON TECHNOLOGY INC | Technology | $2.4M | 0.7% | 2,040 | +7% | |||
| 41 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.3M | 0.7% | 16K | -3% | |||
| 42 | $COR | Cencora, Inc. | Consumer Staples | $2.3M | 0.7% | 8,048 | +5% | |||
| 43 | $ETN | Eaton Corp plc | Industrials | $2.3M | 0.7% | 5,318 | +9% | |||
| 44 | $CVS | CVS HEALTH Corp | Healthcare | $2.3M | 0.7% | 22K | +22% | |||
| 45 | $GLD | SPDR GOLD TRUST | Financials | $2.2M | 0.7% | 5,946 | +39% | |||
| 46 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.1M | 0.6% | 7,687 | -7% | |||
| 47 | $BX | Blackstone Inc. | Financials | $2.0M | 0.6% | 17K | -8% | |||
| 48 | $GSK | GSK plc | Healthcare | $1.9M | 0.6% | 36K | -5% | |||
| 49 | $DIS | Walt Disney Co | Communication Services | $1.8M | 0.6% | 19K | +2% | |||
| 50 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.8M | 0.6% | 13K | +0.7% | |||
| 51 | $CRM | Salesforce, Inc. | Technology | $1.8M | 0.5% | 11K | +1% | |||
| 52 | $MDT | Medtronic plc | Healthcare | $1.8M | 0.5% | 23K | +16% | |||
| 53 | $CVX | CHEVRON CORP | Energy | $1.7M | 0.5% | 10K | -7% | |||
| 54 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.7M | 0.5% | 29K | +2% | |||
| 55 | $FCX | FREEPORT-MCMORAN INC | Materials | $1.6M | 0.5% | 26K | +1% | |||
| 56 | $NFLX | NETFLIX INC | Communication Services | $1.6M | 0.5% | 23K | +0.3% | |||
| 57 | $YUM | YUM BRANDS INC | Consumer Discretionary | $1.6M | 0.5% | 9,885 | +15% | |||
| 58 | $BA | BOEING CO | Industrials | $1.6M | 0.5% | 7,169 | +10% | |||
| 59 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.5M | 0.5% | 17K | +0.5% | |||
| 60 | $NEE | NEXTERA ENERGY INC | Utilities | $1.4M | 0.4% | 16K | -5% | |||
| 61 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.3M | 0.4% | 11K | -3% | |||
| 62 | $PFE | PFIZER INC | Healthcare | $1.3M | 0.4% | 56K | -8% | |||
| 63 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.3M | 0.4% | 4,264 | -39% | |||
| 64 | $PEP | PEPSICO INC | Consumer Staples | $1.3M | 0.4% | 9,861 | +67% | |||
| 65 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.3M | 0.4% | 1,787 | +11% | |||
| 66 | $KKR | KKR & Co. Inc. | Financials | $1.3M | 0.4% | 14K | +3% | |||
| 67 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.3M | 0.4% | 7,717 | +13% | |||
| 68 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $1.3M | 0.4% | 15K | -2% | |||
| 69 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.4% | 3,394 | -14% | |||
| 70 | $BDX | BECTON DICKINSON & CO | Healthcare | $1.1M | 0.3% | 7,198 | +33% | |||
| 71 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $1.1M | 0.3% | 10K | +61% | |||
| 72 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.1M | 0.3% | 1,457 | — | |||
| 73 | — | ISHARES TR - CORE S&P500 ETF | — | $1.1M | 0.3% | 1,428 | -0.1% | |||
| 74 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.1M | 0.3% | 12K | -65% | |||
| 75 | $WMT | Walmart Inc. | Consumer Staples | $1.0M | 0.3% | 9,194 | +22% | |||
| 76 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $942K | 0.3% | 5,086 | +4% | |||
| 77 | $DE | DEERE & CO | Industrials | $920K | 0.3% | 1,451 | -23% | |||
| 78 | $NKE | NIKE, Inc. | Consumer Discretionary | $872K | 0.3% | 21K | +13% | |||
| 79 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $834K | 0.3% | 1,215 | -6% | |||
| 80 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $832K | 0.3% | 17K | +19% | |||
| 81 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $812K | 0.3% | 5,335 | -0.5% | |||
| 82 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $763K | 0.2% | 2,713 | -6% | |||
| 83 | $DUK | Duke Energy CORP | Utilities | $753K | 0.2% | 5,945 | -2% | |||
| 84 | $ACN | Accenture plc | Technology | $681K | 0.2% | 5,476 | -4% | |||
| 85 | $ACHR | Archer Aviation Inc. | Industrials | $659K | 0.2% | 139K | -31% | |||
| 86 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | — | $650K | 0.2% | 9,657 | -11% | |||
| 87 | $T | AT&T INC. | Communication Services | $645K | 0.2% | 31K | -7% | |||
| 88 | $TSLA | Tesla, Inc. | Consumer Discretionary | $638K | 0.2% | 1,516 | -0.7% | |||
| 89 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $588K | 0.2% | 10K | +20% | |||
| 90 | $ABBV | AbbVie Inc. | Healthcare | $552K | 0.2% | 2,192 | — | |||
| 91 | — | ISHARES TR - CORE US AGGBD ET | — | $547K | 0.2% | 5,528 | -5% | |||
| 92 | $STT | STATE STREET CORP | Financials | $534K | 0.2% | 12K | -34% | |||
| 93 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $505K | 0.1% | 2,052 | -2% | |||
| 94 | $PYPL | PayPal Holdings, Inc. | Financials | $505K | 0.1% | 12K | -43% | |||
| 95 | $SPGI | S&P Global Inc. | Financials | $476K | 0.1% | 1,168 | New | |||
| 96 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $462K | 0.1% | 7,669 | +28% | |||
| 97 | — | FLEXSHARES TR - DEV MRK EX LOW | — | $445K | 0.1% | 14K | +35% | |||
| 98 | $INTU | INTUIT INC. | Technology | $437K | 0.1% | 1,675 | -20% | |||
| 99 | $INTC | INTEL CORP | Technology | $433K | 0.1% | 3,104 | -65% | |||
| 100 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $416K | 0.1% | 575 | New | |||
| 101 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $415K | 0.1% | 2,617 | -66% | |||
| 102 | $V | VISA INC. | Financials | $407K | 0.1% | 1,187 | -7% | |||
| 103 | $DAL | DELTA AIR LINES, INC. | Industrials | $404K | 0.1% | 4,314 | — | |||
| 104 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $396K | 0.1% | 9,342 | -16% | |||
| 105 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $389K | 0.1% | 4,518 | +500% | |||
| 106 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $372K | 0.1% | 5,170 | — | |||
| 107 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $369K | 0.1% | 700 | — | |||
| 108 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $368K | 0.1% | 1,646 | -78% | |||
| 109 | $GPN | GLOBAL PAYMENTS INC | Financials | $322K | 0.1% | 4,444 | — | |||
| 110 | $RF | REGIONS FINANCIAL CORP | Financials | $316K | 0.1% | 10K | — | |||
| 111 | $ADBE | ADOBE INC. | Technology | $295K | 0.1% | 1,441 | -61% | |||
| 112 | $MRK | Merck & Co., Inc. | Healthcare | $248K | 0.1% | 1,927 | -6% | |||
| 113 | $ED | CONSOLIDATED EDISON INC | Utilities | $242K | 0.1% | 2,184 | — | |||
| 114 | $PM | Philip Morris International Inc. | Consumer Staples | $231K | 0.1% | 1,277 | -7% | |||
| 115 | — | ISHARES TR - RUS 1000 GRW ETF | — | $230K | 0.1% | 1,856 | New | |||
| 116 | $GE | GENERAL ELECTRIC CO | Industrials | $229K | 0.1% | 612 | New | |||
| 117 | $AFL | AFLAC INC | Financials | $214K | 0.1% | 1,824 | — | |||
| 118 | $ALL | ALLSTATE CORP | Financials | $202K | 0.1% | 847 | -15% | |||
| 119 | $SRFM | SURF AIR MOBILITY INC. | Industrials | $145K | 0.0% | 125K | — | |||
| 120 | $IBRX | ImmunityBio, Inc. | Healthcare | $125K | 0.0% | 14K | — | |||
| 121 | $OXSQ | Oxford Square Capital Corp. | Other | $20K | 0.0% | 15K | — | |||
| 122 | $SES | SES AI Corp | Technology | $18K | 0.0% | 19K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 5 new, 50 added to, 55 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (50)
- ISHARES TR - CORE S&P MCP ETF+60%
now $10.6M
now $4.5M · held 4 qtrs, 4 adds in a row
$GLDSPDR GOLD TRUST+39%
now $2.2M · held 10+ qtrs, 2 adds in a row
$PEPPEPSICO INC+67%
now $1.3M · held 10+ qtrs, 4 adds in a row
- FLEXSHARES TR - STOXX GLOBR INF+4%
now $12.2M
- SELECT SECTOR SPDR TR - ST STR SVC ETF+61%
now $1.1M
+44 more in the Excel export
Trimmed (55)
$ABTABBOTT LABORATORIES-65%
now $1.1M · held 10+ qtrs
$HONHONEYWELL INTERNATIONAL INC-78%
now $368K · held 10+ qtrs, 3 trims in a row
$NSCNORFOLK SOUTHERN CORP-39%
now $1.3M · held 10+ qtrs, 2 trims in a row
- SELECT SECTOR SPDR TR - ST STR CARE ETF-66%
now $415K
$INTCINTEL CORP-65%
now $433K · held 5 qtrs, 2 trims in a row
now $8.8M · held 10+ qtrs
+49 more in the Excel export
Holdings by quarter
Every 13F United Bank has filed, 38 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 Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of United Bank's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+0.5%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 15% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
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 2024 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 122 positions worth $328.9M in its Form 13F-HR for Q2 2026, followed by $GOOGL and $AAPL. During the quarter the fund opened 5 new positions and exited 7 — including a new stake in $SPGI and a full exit from $MDLZ. The portfolio is most concentrated in Other (30.7% of disclosed assets). All figures are sourced directly from United Bank’s Form 13F-HR filing with the SEC under CIK 1697791.
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AI-Powered Hedge Fund Analysis: United Bank
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Every holding in United Bank's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.