United Bank
13F Reported Value
ⓘ$328.9M
Holdings
122
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
United Bank disclosed 122 positions worth $328.9M in its Form 13F-HR for Q2 2026, followed by $GOOG 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.
AI Fund Analysis
Concentrating
$GOOG
$AAPL
$NVDA
$COR
$SCHW
$TJXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$16.1M84,395 sh- 78.2#57
Quality
$15.8M44,306 sh - 76.4#84
Quality
$13.9M47,939 sh - 85.9
Quality
$13.3M66,223 sh FLEXSHARES TR - STOXX GLOBR INF
—Quality
$12.2M190,983 shISHARES TR - CORE S&P MCP ETF
—Quality
$10.6M137,152 sh- 68.7
Quality
$10.5M44,179 sh FLEXSHARES TR - MORNSTAR UPSTR
—Quality
$10.4M210,191 shFLEXSHARES TR - HIG YLD VL ETF
—Quality
$10.1M250,116 sh- 79.8
Quality
$9.9M17,009 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $16.1M | 84,395 |
| Alphabet Inc.$GOOG | 78.2#57 | $15.8M | 44,306 |
| Apple Inc.$AAPL | 76.4#84 | $13.9M | 47,939 |
| NVIDIA CORP$NVDA | 85.9 | $13.3M | 66,223 |
| FLEXSHARES TR - STOXX GLOBR INF | — | $12.2M | 190,983 |
| ISHARES TR - CORE S&P MCP ETF | — | $10.6M | 137,152 |
 AMAZON COM INC$AMZN | 68.7 | $10.5M | 44,179 |
| FLEXSHARES TR - MORNSTAR UPSTR | — | $10.4M | 210,191 |
| FLEXSHARES TR - HIG YLD VL ETF | — | $10.1M | 250,116 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $9.9M | 17,009 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of United Bank's 122 positions.
Showing top 10 of 122 holdings.
Sector Allocation
Other
$100.9M
Technology
$91.8M
Financials
$33.4M
Consumer Discretionary
$28.5M
Industrials
$20.5M
Healthcare
$19.9M
Consumer Staples
$14.1M
Utilities
$7.8M
Full Holdings — United Bank (Q2 2026)
All 122 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 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $16.1M | 4.9% | +1% | — |
| 2 | $GOOG | Alphabet Inc. | $15.8M | 4.8% | -1% | 78.2 |
| 3 | $AAPL | Apple Inc. | $13.9M | 4.2% | -1% | 76.4 |
| 4 | $NVDA | NVIDIA CORP | $13.3M | 4.0% | +0% | 85.9 |
| 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 | $AMZN | AMAZON COM INC | $10.5M | 3.2% | -1% | 68.7 |
| 8 | — | FLEXSHARES TR - MORNSTAR UPSTR | $10.4M | 3.1% | -1% | — |
| 9 | — | FLEXSHARES TR - HIG YLD VL ETF | $10.1M | 3.1% | +3% | — |
| 10 | $AMD | ADVANCED MICRO DEVICES INC | $9.9M | 3.0% | -4% | 79.8 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $9.3M | 2.8% | -1% | 70.7 |
| 12 |  $MSFT | MICROSOFT CORP | $8.8M | 2.7% | -6% | 79.8 |
| 13 |  $KO | COCA COLA CO | $7.5M | 2.3% | +2% | 69.5 |
| 14 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $7.1M | 2.1% | +3% | — |
| 15 | — | ISHARES TR - S&P 500 GRWT ETF | $5.7M | 1.7% | -8% | — |
| 16 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.7M | 1.7% | +0% | 66.2 |
| 17 |  $SO | SOUTHERN CO | $5.4M | 1.6% | +2% | 62 |
| 18 |  $CAT | CATERPILLAR INC | $5.3M | 1.6% | +1% | 66.5 |
| 19 | — | ISHARES TR - CORE S&P SCP ETF | $4.9M | 1.5% | +0% | — |
| 20 |  $AVGO | Broadcom Inc. | $4.5M | 1.4% | +31% | 84.5 |
| 21 |  $META | Meta Platforms, Inc. | $4.5M | 1.4% | -3% | 79.6 |
| 22 | — | VANGUARD INDEX FDS - VALUE ETF | $4.4M | 1.3% | -1% | — |
| 23 |  $MA | Mastercard Inc | $4.4M | 1.3% | +2% | 85.1 |
| 24 |  $PANW | Palo Alto Networks Inc | $4.2M | 1.3% | -7% | 65.5 |
| 25 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $4.1M | 1.3% | +6% | — |
| 26 |  $CSCO | CISCO SYSTEMS, INC. | $3.8M | 1.2% | -4% | 70.3 |
| 27 | — | FLEXSHARES TR - US QT LW VLTY | $3.6M | 1.1% | +6% | — |
| 28 |  $LLY | ELI LILLY & Co | $3.2M | 1.0% | -4% | 87.5 |
| 29 |  $JNJ | JOHNSON & JOHNSON | $3.2M | 1.0% | -0% | 69 |
| 30 |  $XOM.R34088 | EXXON MOBIL CORP | $3.0M | 0.9% | -7% | 57.9 |
| 31 | $TJX | TJX COMPANIES INC /DE/ | $3.0M | 0.9% | +5% | 68.7 |
| 32 |  $ADI | ANALOG DEVICES INC | $3.0M | 0.9% | +2% | 79.2 |
| 33 |  $TFC | TRUIST FINANCIAL CORP | $2.9M | 0.9% | -1% | 76.4 |
| 34 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.8M | 0.8% | +2% | 73.8 |
| 35 |  $RTX | RTX Corp | $2.6M | 0.8% | +2% | 73.2 |
| 36 |  $C | CITIGROUP INC | $2.5M | 0.8% | +13% | 65 |
| 37 |  $LOW | LOWES COMPANIES INC | $2.5M | 0.8% | -4% | 60.8 |
| 38 |  $GD | GENERAL DYNAMICS CORP | $2.5M | 0.8% | -6% | 68.7 |
| 39 |  $ORCL | ORACLE CORP | $2.4M | 0.7% | +8% | 66.2 |
| 40 |  $MU | MICRON TECHNOLOGY INC | $2.4M | 0.7% | +7% | 86.2 |
| 41 |  $PG | PROCTER & GAMBLE Co | $2.3M | 0.7% | -3% | 64.6 |
| 42 | $COR | Cencora, Inc. | $2.3M | 0.7% | +5% | 61.1 |
| 43 |  $ETN | Eaton Corp plc | $2.3M | 0.7% | +9% | — |
| 44 |  $CVS | CVS HEALTH Corp | $2.3M | 0.7% | +22% | 59.4 |
| 45 |  $GLD | SPDR GOLD TRUST | $2.2M | 0.7% | +39% | — |
| 46 |  $MCD | MCDONALDS CORP | $2.1M | 0.6% | -7% | 69 |
| 47 |  $BX | Blackstone Inc. | $2.0M | 0.6% | -8% | 74.4 |
| 48 |  $GSK | GSK plc | $1.9M | 0.6% | -5% | — |
| 49 |  $DIS | Walt Disney Co | $1.8M | 0.6% | +2% | 60.1 |
| 50 |  $EMR | EMERSON ELECTRIC CO | $1.8M | 0.6% | +1% | 65.3 |
| 51 |  $CRM | Salesforce, Inc. | $1.8M | 0.5% | +1% | 77 |
| 52 |  $MDT | Medtronic plc | $1.8M | 0.5% | +16% | 68.7 |
| 53 |  $CVX | CHEVRON CORP | $1.7M | 0.5% | -7% | 62.8 |
| 54 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.7M | 0.5% | +2% | 70.4 |
| 55 |  $FCX | FREEPORT-MCMORAN INC | $1.6M | 0.5% | +1% | 62 |
| 56 |  $NFLX | NETFLIX INC | $1.6M | 0.5% | +0% | 78.8 |
| 57 |  $YUM | YUM BRANDS INC | $1.6M | 0.5% | +15% | 73.7 |
| 58 |  $BA | BOEING CO | $1.6M | 0.5% | +10% | 61.6 |
| 59 | $SCHW | SCHWAB CHARLES CORP | $1.5M | 0.5% | +1% | 79.4 |
| 60 |  $NEE | NEXTERA ENERGY INC | $1.4M | 0.4% | -5% | 64.6 |
| 61 |  $ICE | Intercontinental Exchange, Inc. | $1.3M | 0.4% | -3% | 73.7 |
| 62 |  $PFE | PFIZER INC | $1.3M | 0.4% | -8% | 62 |
| 63 |  $NSC | NORFOLK SOUTHERN CORP | $1.3M | 0.4% | -39% | 63.2 |
| 64 |  $PEP | PEPSICO INC | $1.3M | 0.4% | +67% | 63.4 |
| 65 |  $SPY | SPDR S&P 500 ETF TRUST | $1.3M | 0.4% | +11% | — |
| 66 |  $KKR | KKR & Co. Inc. | $1.3M | 0.4% | +3% | 54.3 |
| 67 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.3M | 0.4% | +13% | 66.3 |
| 68 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $1.3M | 0.4% | -2% | 65.7 |
| 69 |  $HD | HOME DEPOT, INC. | $1.2M | 0.4% | -14% | 60.3 |
| 70 |  $BDX | BECTON DICKINSON & CO | $1.1M | 0.3% | +33% | 59 |
| 71 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $1.1M | 0.3% | +61% | — |
| 72 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.3% | +0% | — |
| 73 | — | ISHARES TR - CORE S&P500 ETF | $1.1M | 0.3% | -0% | — |
| 74 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.3% | -65% | 65.5 |
| 75 |  $WMT | Walmart Inc. | $1.0M | 0.3% | +22% | 60.2 |
| 76 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $942,080 | 0.3% | +4% | — |
| 77 |  $DE | DEERE & CO | $920,413 | 0.3% | -23% | 55.4 |
| 78 |  $NKE | NIKE, Inc. | $871,820 | 0.3% | +13% | 49.3 |
| 79 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $834,474 | 0.3% | -6% | — |
| 80 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $832,378 | 0.3% | +19% | — |
| 81 | — | SPDR SERIES TRUST - ST STR SP DIV | $811,880 | 0.3% | -0% | — |
| 82 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $762,923 | 0.2% | -6% | 70 |
| 83 |  $DUK | Duke Energy CORP | $752,518 | 0.2% | -2% | 56.4 |
| 84 |  $ACN | Accenture plc | $681,433 | 0.2% | -4% | — |
| 85 |  $ACHR | Archer Aviation Inc. | $659,182 | 0.2% | -31% | 24.2 |
| 86 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | $650,013 | 0.2% | -11% | — |
| 87 |  $T | AT&T INC. | $644,909 | 0.2% | -7% | 65.7 |
| 88 |  $TSLA | Tesla, Inc. | $637,630 | 0.2% | -1% | 53.9 |
| 89 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $588,296 | 0.2% | +20% | — |
| 90 |  $ABBV | AbbVie Inc. | $551,595 | 0.2% | +0% | 72.6 |
| 91 | — | ISHARES TR - CORE US AGGBD ET | $547,161 | 0.2% | -5% | — |
| 92 |  $STT | STATE STREET CORP | $533,864 | 0.2% | -34% | 71.5 |
| 93 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $505,243 | 0.1% | -2% | 73.7 |
| 94 |  $PYPL | PayPal Holdings, Inc. | $504,990 | 0.1% | -43% | 64.1 |
| 95 |  $SPGI | S&P Global Inc. | $475,680 | 0.1% | NEW | 76.1 |
| 96 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $462,364 | 0.1% | +28% | — |
| 97 | — | FLEXSHARES TR - DEV MRK EX LOW | $445,013 | 0.1% | +35% | — |
| 98 |  $INTU | INTUIT INC. | $437,175 | 0.1% | -20% | 79.3 |
| 99 |  $INTC | INTEL CORP | $433,412 | 0.1% | -65% | 45.6 |
| 100 |  $AMAT | APPLIED MATERIALS INC /DE | $415,725 | 0.1% | NEW | 72.3 |
| 101 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $415,213 | 0.1% | -66% | — |
| 102 |  $V | VISA INC. | $407,248 | 0.1% | -7% | 82.9 |
| 103 |  $DAL | DELTA AIR LINES, INC. | $404,049 | 0.1% | +0% | 57.5 |
| 104 |  $VZ | VERIZON COMMUNICATIONS INC | $395,540 | 0.1% | -16% | 65.8 |
| 105 | — | VANGUARD INDEX FDS - GROWTH ETF | $389,181 | 0.1% | +500% | — |
| 106 |  $MO | ALTRIA GROUP, INC. | $371,982 | 0.1% | +0% | 67.4 |
| 107 |  $IDXX | IDEXX LABORATORIES INC /DE | $368,508 | 0.1% | +0% | 73.8 |
| 108 |  $HON | HONEYWELL INTERNATIONAL INC | $368,427 | 0.1% | -78% | 65 |
| 109 |  $GPN | GLOBAL PAYMENTS INC | $322,457 | 0.1% | +0% | 47 |
| 110 |  $RF | REGIONS FINANCIAL CORP | $315,530 | 0.1% | +0% | 61.5 |
| 111 |  $ADBE | ADOBE INC. | $295,434 | 0.1% | -61% | 77.6 |
| 112 |  $MRK | Merck & Co., Inc. | $247,620 | 0.1% | -6% | 59.9 |
| 113 |  $ED | CONSOLIDATED EDISON INC | $241,616 | 0.1% | +0% | 67.3 |
| 114 |  $PM | Philip Morris International Inc. | $231,022 | 0.1% | -7% | 75.9 |
| 115 | — | ISHARES TR - RUS 1000 GRW ETF | $230,460 | 0.1% | NEW | — |
| 116 |  $GE | GENERAL ELECTRIC CO | $228,723 | 0.1% | NEW | 73.8 |
| 117 |  $AFL | AFLAC INC | $213,864 | 0.1% | +0% | 61.3 |
| 118 |  $ALL | ALLSTATE CORP | $201,535 | 0.1% | -15% | 78.5 |
| 119 |  $SRFM | SURF AIR MOBILITY INC. | $145,000 | 0.0% | +0% | 22.6 |
| 120 |  $IBRX | ImmunityBio, Inc. | $125,197 | 0.0% | +0% | 31.5 |
| 121 |  $OXSQ | Oxford Square Capital Corp. | $20,354 | 0.0% | +0% | — |
| 122 |  $SES | SES AI Corp | $18,114 | 0.0% | NEW | 30.9 |
New Positions (5)
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