UNION SAVINGS BANK
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1985855
Institutional-grade research for retail investors
Sector Allocation
- Other34.1%$85.2M
- Financials31.3%$78.2M
- Technology14.3%$35.9M
- Healthcare5.0%$12.6M
- Industrials4.0%$10.1M
- Consumer Discretionary3.2%$8.0M
- Energy3.2%$8.0M
- Consumer Staples2.7%$6.7M
- Utilities1.1%$2.9M
- Materials0.4%$1.1M
AUM History
13fpro.ai/research/fund/union-savings-bank-1985855
Conviction and streaks
Stable · top 10 = 52.7%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 — Q3 2026
IVZ
$41.5MBRK.A
$23.9M- ISHARES$15.4M
SPY
$13.0MMSFT
$8.3M- ISHARES$6.9M
AAPL
$6.6M- VANGUARD$5.7M
- ETF$5.4M
GOOGL
$5.0MXOM.R34088
$4.9MMDY
$4.1MNVDA
$3.7M- ISHARES$3.4M
JPM
$3.3M- VANGUARD$3.2M
QQQ
$2.9MAMZN
$2.6M- VANGUARD$2.5M
COST
$2.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/union-savings-bank-1985855
UNION SAVINGS BANK 13F holdings — Q3 2026
$250.1M portfolio (+0.5% QoQ) · 326 holdings · Q3 2026 13F · top 10 are 53% of the stock portfolio
$41.5M
16.6% of stocks
+0.5%This quarter+2.1%Since filed3+ qtrsHeld$23.9M
9.6% of stocks
No changeThis quarter—Since filed3+ qtrsHeld- 3
ISHARES CORE S&P MID-CAP ETF - ETF - MID CAP
$15.4M
6.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $13.0M
5.2% of stocks
-3%This quarter-0.6%Since filed3+ qtrsHeld$8.3M
3.3% of stocks
+0.5%This quarter-0.2%Since filed3+ qtrsHeld- 6
ISHARES RUSSELL 2000 INDEX - ETF - SMALL CAP
$6.9M
2.8% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $6.6M
2.6% of stocks
+1%This quarter+0.3%Since filed3+ qtrsHeld- 8
VANGUARD HIGH DIVIDEND YIELD ETF - ETF - LARGE CAP
$5.7M
2.3% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ETF ISHS INTER GOVT CR BD - ETF - INTERM
$5.4M
2.1% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— $5.0M
2.0% of stocks
+2%This quarter-8.6%Since filed3+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $41.5M | 16.6% | +0.5% | +2.1% | 3+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $23.9M | 9.6% | No change | — | 3+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES CORE S&P MID-CAP ETF - ETF - MID CAP | $15.4M | 6.2% | -1% | — | — | — | — | |
| 4 | $13.0M | 5.2% | -3% | -0.6% | 3+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $8.3M | 3.3% | +0.5% | -0.2% | 3+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES RUSSELL 2000 INDEX - ETF - SMALL CAP | $6.9M | 2.8% | -1% | — | — | — | — | |
| 7 | $6.6M | 2.6% | +1% | +0.3% | 3+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | VANGUARD HIGH DIVIDEND YIELD ETF - ETF - LARGE CAP | $5.7M | 2.3% | -3% | — | — | — | — | |
| 9 | ETF ISHS INTER GOVT CR BD - ETF - INTERM | $5.4M | 2.1% | +16% | — | — | — | — | |
| 10 | $5.0M | 2.0% | +2% | -8.6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — UNION SAVINGS BANK (Q3 2026)
326 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 | EXXON MOBIL CORP | Energy | $4.9M | 2.0% | 30K | +1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $4.1M | 1.6% | 6,250 | -2% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | NVIDIA CORP | Technology | $3.7M | 1.5% | 16K | -5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES CORE S&P SMALL-CAP ETF - ETF - SMALL CAPetf/fund | — | $3.4M | 1.4% | 25K | +2% | — | — | 13F |
| 15 | JPMORGAN CHASE & CO | Financials | $3.3M | 1.3% | 9,887 | -5% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD TOTAL STOCK MARKET INDEX - ETF - LARGE CAPetf/fund | — | $3.2M | 1.3% | 8,583 | +218% | — | — | 13F |
| 17 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.9M | 1.2% | 3,947 | +3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMAZON COM INC | Consumer Discretionary | $2.6M | 1.0% | 10K | -0.6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD INFORMATION TECHNOLOGY VIPERS - ETF - EQUITIESetf/fund | — | $2.5M | 1.0% | 20K | -0.2% | — | — | 13F |
| 20 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.1M | 0.8% | 2,320 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Mastercard Inc | Financials | $1.9M | 0.7% | 3,369 | -0.9% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SPDR S&P DIVIDEND ETF - ETF - LARGE CAPetf/fund | — | $1.8M | 0.7% | 12K | -3% | — | — | 13F |
| 23 | — | ISHARES SELECT DIVIDEND ETF - ETF - MID CAPetf/fund | — | $1.7M | 0.7% | 11K | -4% | — | — | 13F |
| 24 | ELI LILLY & Co | Healthcare | $1.7M | 0.7% | 1,447 | -2% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.5M | 0.6% | 11K | +4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES S&P GROWTH INDEX FUND - ETF - LARGE CAP | — | $1.4M | 0.6% | 10K | — | |||
| 27 | $AVGO | Broadcom Inc. | Technology | $1.4M | 0.6% | 4,032 | -7% | |||
| 28 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $1.4M | 0.6% | 2,700 | -23% | |||
| 29 | — | VANGUARD FTSE ALL WORLD EX US ETF - ETF - DEVELOPED INTL | — | $1.4M | 0.6% | 17K | +8% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $1.4M | 0.5% | 1,878 | -2% | |||
| 31 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.5% | 5,108 | -2% | |||
| 32 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.3M | 0.5% | 9,233 | -2% | |||
| 33 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.3M | 0.5% | 4,315 | — | |||
| 34 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.3M | 0.5% | 5,159 | -2% | |||
| 35 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.5% | 6,278 | -2% | |||
| 36 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.2M | 0.5% | 3,326 | -1% | |||
| 37 | — | ISHARES CORE TOTAL U S BOND MARKET ETF - ETF - INTERM | — | $1.2M | 0.5% | 12K | — | |||
| 38 | $RTX | RTX Corp | Industrials | $1.1M | 0.5% | 6,158 | -1% | |||
| 39 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.4% | 1,369 | -5% | |||
| 40 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $980K | 0.4% | 1,916 | -4% | |||
| 41 | $SYK | STRYKER CORP | Healthcare | $965K | 0.4% | 3,503 | +3% | |||
| 42 | $PANW | Palo Alto Networks Inc | Technology | $961K | 0.4% | 2,420 | -13% | |||
| 43 | — | ETF VANGUARD DIVIDEND APPRECIATION - ETF - LARGE CAP | — | $943K | 0.4% | 4,041 | -3% | |||
| 44 | $GE | GENERAL ELECTRIC CO | Industrials | $937K | 0.4% | 3,000 | -2% | |||
| 45 | — | I SHS RUSSELL 1000 GROWTH INDEX G - ETF - LARGE CAP | — | $935K | 0.4% | 7,468 | — | |||
| 46 | $ABBV | AbbVie Inc. | Healthcare | $925K | 0.4% | 3,538 | -3% | |||
| 47 | $ORCL | ORACLE CORP | Technology | $915K | 0.4% | 6,663 | +0.6% | |||
| 48 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $915K | 0.4% | 1,355 | -0.9% | |||
| 49 | $ENB | ENBRIDGE INC | Energy | $902K | 0.4% | 19K | -3% | |||
| 50 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $898K | 0.4% | 3,158 | +3% | |||
| 51 | — | FINANCIAL SELECT SECTOR SPDRETF - ETF - EQUITIES | — | $895K | 0.4% | 17K | -5% | |||
| 52 | $BX | Blackstone Inc. | Financials | $894K | 0.4% | 7,974 | -8% | |||
| 53 | $GOOG | Alphabet Inc. | Technology | $879K | 0.3% | 2,581 | — | |||
| 54 | — | VANGUARD INDEX FUNDS S&P 500 ETF - ETF - LARGE CAP | — | $868K | 0.3% | 1,238 | +242% | |||
| 55 | $CSCO | CISCO SYSTEMS, INC. | Technology | $829K | 0.3% | 7,700 | -2% | |||
| 56 | — | ISHARES CORE S&P 500 ETF - ETF - LARGE CAP | — | $797K | 0.3% | 1,041 | +7% | |||
| 57 | $ES | EVERSOURCE ENERGY | Utilities | $795K | 0.3% | 12K | -0.8% | |||
| 58 | $GEV | GE Vernova Inc. | Industrials | $779K | 0.3% | 820 | -0.6% | |||
| 59 | $AXP | AMERICAN EXPRESS CO | Financials | $752K | 0.3% | 2,472 | — | |||
| 60 | $ABT | ABBOTT LABORATORIES | Healthcare | $739K | 0.3% | 7,479 | -2% | |||
| 61 | $UNP | UNION PACIFIC CORP | Industrials | $728K | 0.3% | 2,677 | +36% | |||
| 62 | $MCD | MCDONALDS CORP | Consumer Discretionary | $724K | 0.3% | 3,133 | +0.2% | |||
| 63 | $PEP | PEPSICO INC | Consumer Staples | $714K | 0.3% | 5,638 | -15% | |||
| 64 | $LMT | LOCKHEED MARTIN CORP | Industrials | $712K | 0.3% | 1,399 | -0.6% | |||
| 65 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $702K | 0.3% | 1,154 | +18% | |||
| 66 | $TSLA | Tesla, Inc. | Consumer Discretionary | $701K | 0.3% | 1,976 | -5% | |||
| 67 | — | VANGUARD ENERGY ETF - ETF - EQUITIES | — | $701K | 0.3% | 4,071 | — | |||
| 68 | $MRK | Merck & Co., Inc. | Healthcare | $676K | 0.3% | 4,654 | -4% | |||
| 69 | — | VANGUARD MEGA CAP INDEX FUNDETF - ETF - LARGE CAP | — | $657K | 0.3% | 2,327 | — | |||
| 70 | $KO | COCA COLA CO | Consumer Staples | $655K | 0.3% | 7,610 | — | |||
| 71 | — | ISHARES SHORT-TERM CORP BOND - ETF - SHORT | — | $644K | 0.3% | 13K | -25% | |||
| 72 | — | ISHARES RUSSELL MIDCAP INDEX FUND - ETF - EQUITIES | — | $603K | 0.2% | 5,647 | — | |||
| 73 | — | ETF VANGUARD BOND INDEX - ETF - INTERM | — | $586K | 0.2% | 8,351 | +302% | |||
| 74 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $581K | 0.2% | 9,317 | -0.8% | |||
| 75 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $577K | 0.2% | 1,419 | +29% | |||
| 76 | $GLD | SPDR GOLD TRUST | Financials | $545K | 0.2% | 1,430 | — | |||
| 77 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $538K | 0.2% | 9,891 | +0.6% | |||
| 78 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $531K | 0.2% | 9,187 | -2% | |||
| 79 | — | I SHS RUSSELL 1000 - ETF - LARGE CAP | — | $526K | 0.2% | 1,263 | — | |||
| 80 | $LIN | LINDE PLC | Materials | $516K | 0.2% | 1,088 | -0.5% | |||
| 81 | $MMM | 3M CO | Healthcare | $493K | 0.2% | 3,002 | +18% | |||
| 82 | $DHR | DANAHER CORP /DE/ | Healthcare | $487K | 0.2% | 2,198 | — | |||
| 83 | $AMGN | AMGEN INC | Healthcare | $482K | 0.2% | 1,144 | — | |||
| 84 | $SO | SOUTHERN CO | Utilities | $471K | 0.2% | 5,685 | -4% | |||
| 85 | $EOG | EOG RESOURCES INC | Energy | $469K | 0.2% | 3,404 | +3% | |||
| 86 | $BLK | BlackRock, Inc. | Financials | $457K | 0.2% | 432 | — | |||
| 87 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $443K | 0.2% | 5,691 | -0.5% | |||
| 88 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $437K | 0.2% | 1,985 | -3% | |||
| 89 | — | ISHARES S&P VALUE INDEX FUND - ETF - LARGE CAP | — | $420K | 0.2% | 1,838 | — | |||
| 90 | $LRCX | LAM RESEARCH CORP | Technology | $408K | 0.2% | 1,242 | -5% | |||
| 91 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $407K | 0.2% | 2,207 | +2% | |||
| 92 | $HEI | HEICO CORP | Industrials | $402K | 0.2% | 1,326 | +7700% | |||
| 93 | $NEE | NEXTERA ENERGY INC | Utilities | $392K | 0.2% | 5,174 | — | |||
| 94 | — | ISHARES CORE MSCI EAFE ETF - ETF - EMERGING INTL | — | $374K | 0.1% | 3,864 | +478% | |||
| 95 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $374K | 0.1% | 1,772 | New | |||
| 96 | — | VANGUARD INDEX FUNDS SMALL CAP - ETF - SMALL CAP | — | $363K | 0.1% | 1,277 | +3891% | |||
| 97 | $DE | DEERE & CO | Industrials | $348K | 0.1% | 518 | — | |||
| 98 | $EMR | EMERSON ELECTRIC CO | Industrials | $345K | 0.1% | 2,227 | -2% | |||
| 99 | $ACN | Accenture plc | Technology | $342K | 0.1% | 1,864 | — | |||
| 100 | $CME | CME GROUP INC. | Financials | $338K | 0.1% | 1,292 | +3% | |||
| 101 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $326K | 0.1% | 1,993 | -4% | |||
| 102 | $MCK | MCKESSON CORP | Consumer Staples | $320K | 0.1% | 375 | — | |||
| 103 | — | ISHARES RUSSELL MIDCAP VALUE INDEX FUND - ETF - MID CAP | — | $320K | 0.1% | 1,990 | — | |||
| 104 | $DUK | Duke Energy CORP | Utilities | $319K | 0.1% | 2,794 | — | |||
| 105 | — | VANGUARD DEVELOPED MARKETS ETF - ETF - DEVELOPED INTL | — | $316K | 0.1% | 4,470 | +66% | |||
| 106 | — | ISHARES MSCI EMERGING MKTS INDEX - ETF - EMERGING INTL | — | $309K | 0.1% | 4,620 | +3% | |||
| 107 | $MU | MICRON TECHNOLOGY INC | Technology | $302K | 0.1% | 284 | — | |||
| 108 | — | ISHARES RUSSELL 2000 VALUE INDEX FUND - ETF - SMALL CAP | — | $302K | 0.1% | 1,440 | — | |||
| 109 | $CMI | CUMMINS INC | Industrials | $287K | 0.1% | 556 | -5% | |||
| 110 | — | ISHARES CALIFORNIA MUNI BONDETF - ETF - INTERM | — | $286K | 0.1% | 5,279 | — | |||
| 111 | $KMB | KIMBERLY CLARK CORP | Materials | $279K | 0.1% | 2,868 | — | |||
| 112 | — | SELECT SECTOR SPDR - UTILITIES - ETF - EQUITIES | — | $278K | 0.1% | 7,054 | — | |||
| 113 | $HONA | Honeywell Aerospace Inc. | Industrials | $275K | 0.1% | 1,772 | New | |||
| 114 | $PFE | PFIZER INC | Healthcare | $272K | 0.1% | 9,539 | -9% | |||
| 115 | $V | VISA INC. | Financials | $268K | 0.1% | 746 | — | |||
| 116 | $PH | Parker-Hannifin Corp | Industrials | $268K | 0.1% | 280 | — | |||
| 117 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $259K | 0.1% | 5,638 | -0.5% | |||
| 118 | — | NASDAQ BIOTECHNOLOGY I SHARES - ETF - EQUITIES | — | $253K | 0.1% | 1,200 | — | |||
| 119 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $249K | 0.1% | 2,910 | — | |||
| 120 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $243K | 0.1% | 3,602 | -0.9% | |||
| 121 | $C | CITIGROUP INC | Financials | $242K | 0.1% | 1,867 | — | |||
| 122 | $NVS | NOVARTIS AG | Healthcare | $239K | 0.1% | 1,677 | -0.8% | |||
| 123 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $237K | 0.1% | 645 | — | |||
| 124 | $NUE | NUCOR CORP | Materials | $233K | 0.1% | 995 | — | |||
| 125 | — | VANGUARD EXTENDED MARKET ETF - ETF - MID CAP | — | $229K | 0.1% | 989 | — | |||
| 126 | $ETN | Eaton Corp plc | Industrials | $227K | 0.1% | 528 | +31% | |||
| 127 | — | ISHARES INC CORE MSCI EMERGING MKTS ETF - ETF - EMERGING INTL | — | $226K | 0.1% | 2,785 | +228% | |||
| 128 | $CEG | Constellation Energy Corp | Utilities | $217K | 0.1% | 856 | +34% | |||
| 129 | — | ISHARES HI YIELD CORPORATE BOND - ETF - HIGH YIELD | — | $208K | 0.1% | 2,697 | — | |||
| 130 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $208K | 0.1% | 3,836 | +10% | |||
| 131 | $MET | METLIFE INC | Financials | $207K | 0.1% | 2,199 | — | |||
| 132 | $CVS | CVS HEALTH Corp | Healthcare | $198K | 0.1% | 2,313 | — | |||
| 133 | $T | AT&T INC. | Communication Services | $195K | 0.1% | 8,003 | -8% | |||
| 134 | $INTU | INTUIT INC. | Technology | $194K | 0.1% | 705 | — | |||
| 135 | $ICE | Intercontinental Exchange, Inc. | Financials | $191K | 0.1% | 1,256 | — | |||
| 136 | $NFLX | NETFLIX INC | Communication Services | $190K | 0.1% | 2,730 | — | |||
| 137 | $AFL | AFLAC INC | Financials | $190K | 0.1% | 1,699 | — | |||
| 138 | $AWK | American Water Works Company, Inc. | Utilities | $188K | 0.1% | 1,453 | -6% | |||
| 139 | $NBTB | NBT BANCORP INC | Financials | $187K | 0.1% | 3,738 | — | |||
| 140 | $CSX | CSX CORP | Industrials | $177K | 0.1% | 3,800 | — | |||
| 141 | — | ISHARES RUSSELL 1000 VALUE INDEX - ETF - EQUITIES | — | $176K | 0.1% | 708 | — | |||
| 142 | $TGT | TARGET CORP | Consumer Staples | $175K | 0.1% | 1,114 | -7% | |||
| 143 | $PM | Philip Morris International Inc. | Consumer Staples | $172K | 0.1% | 903 | -2% | |||
| 144 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $172K | 0.1% | 1,827 | — | |||
| 145 | $COP | CONOCOPHILLIPS | Energy | $171K | 0.1% | 1,367 | — | |||
| 146 | — | VANGUARD GROWTH ETF - ETF - LARGE CAP | — | $171K | 0.1% | 1,896 | — | |||
| 147 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $170K | 0.1% | 278 | — | |||
| 148 | $SU | SUNCOR ENERGY INC | Energy | $168K | 0.1% | 2,475 | — | |||
| 149 | $DIS | Walt Disney Co | Communication Services | $166K | 0.1% | 1,581 | — | |||
| 150 | $IAU | ISHARES GOLD TRUST | Financials | $164K | 0.1% | 2,106 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 43 added to, 73 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$HONHONEYWELL INTERNATIONAL INC$374K
first bought this quarter
$HONAHoneywell Aerospace Inc.$275K
first bought this quarter
- ISHS ALL COUNTRY ASIS EX JAPAN INDEX FD - ETF INTL EQUITY$135K
first bought this quarter
- VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF - ETF - INTERM$69K
first bought this quarter
- VANGUARD HEALTH CARE ETF - ETF - LARGE CAP$64K
first bought this quarter
- VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF - ETF - LARGE CAP$60K
first bought this quarter
+5 more in the Excel export
Added to (43)
- VANGUARD TOTAL STOCK MARKET INDEX - ETF - LARGE CAP+218%
now $3.2M
- ETF ISHS INTER GOVT CR BD - ETF - INTERM+16%
now $5.4M
- VANGUARD INDEX FUNDS S&P 500 ETF - ETF - LARGE CAP+242%
now $868K
- ETF VANGUARD BOND INDEX - ETF - INTERM+302%
now $586K
$HEIHEICO CORP+7700%
now $402K · held 3+ qtrs
- VANGUARD INDEX FUNDS SMALL CAP - ETF - SMALL CAP+3891%
now $363K
+37 more in the Excel export
Trimmed (73)
$IDXXIDEXX LABORATORIES INC /DE-23%
now $1.4M · held 3+ qtrs
now $13.0M · held 3+ qtrs, 2 trims in a row
- ISHARES SHORT-TERM CORP BOND - ETF - SHORT-25%
now $644K
- ISHARES CORE S&P MID-CAP ETF - ETF - MID CAP-1%
now $15.4M
now $3.7M · held 3+ qtrs
- VANGUARD HIGH DIVIDEND YIELD ETF - ETF - LARGE CAP-3%
now $5.7M
+67 more in the Excel export
Holdings by quarter
Every 13F UNION SAVINGS BANK has filed, 12 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of UNION SAVINGS BANK's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+0.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
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 2026 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
UNION SAVINGS BANK disclosed 326 positions worth $250.1M in its Form 13F-HR for Q3 2026, led by $IVZ (Invesco Ltd.) at 16.6% of the equity portfolio, followed by $BRK.A. During the quarter the fund opened 11 new positions and exited 7 — including a new stake in $HON and a full exit from $WBS. The portfolio is most concentrated in Other (34.1% of disclosed assets). All figures are sourced directly from UNION SAVINGS BANK’s Form 13F-HR filing with the SEC under CIK 1985855.
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AI-Powered Hedge Fund Analysis: UNION SAVINGS BANK
13F Pro is an AI hedge fund tracker and stock research platform. For UNION SAVINGS BANK (SEC CIK: 1985855), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in UNION SAVINGS 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.