United Bank
CIK 1697791 · Auf SEC EDGAR ansehen ↗
- Portfolio-Wert
- $328.9M
- Positionen
- 122
- Stand
- 30. Juni 2026
#4.904 von 9.443 nach 13F-Wert · Top 51.9%
Portfolio-Wert QoQ: +9.4% 13F gibt keine Barmittel an
- Gewichtung der Top-10-Positionen
- 37,31%
- Gewichtung der Top-25-Positionen
- 63,39%
- Positionen über 1%
- 27
- Effektive Anzahl von Positionen
- 46,6
Basiert nur auf 13F-Aktien-Long-Positionen (Barmittel, Anleihen, Leerverkäufe nicht angegeben)
Umsatz Q2 2026: 4,56% Geschätzte Käufe $14.356.864 · Verkäufe $15.460.700
Median-Haltezeit: 7,0 Quartale Verfolgt Q4 2024–Q2 2026 · 85,3% noch gehalten
- Neue Positionen
- 6
- Erhöht
- 50
- Abgenommen
- 54
- Geschlossen
- 8
Auf dieser Seite
- Sektoraufschlüsselung Aufteilung des Portfolios nach Sektoren.
- Portfolio Jede Aktie, die diese Institution meldet, aus ihrem neuesten 13F.
- Engagements mit hoher Überzeugung Die Bestände, in die dieser Manager am stärksten investiert ist.
- Größte neue Wetten Brandneue Positionen, die im letzten Quartal eröffnet wurden.
- Top-Transaktionen Die größten Positionssteigerungen und -senkungen in diesem Quartal.
- Geschlossene Positionen Positionen, die der Manager im letzten Quartal vollständig verkauft hat.
Sektoraufschlüsselung
Technology
20,4%
Retail
7,3%
Communication Services
7,2%
Healthcare
6,8%
Industrials
6,0%
Financials
4,9%
Financial Services
3,7%
Consumer Staples
2,9%
Utilities
2,4%
Consumer Discretionary
1,6%
Energy
1,4%
Communications
1,2%
Consumer products
0,7%
Materials
0,5%
Real Estate
0,4%
Telecommunication
0,3%
Sonstige/Nicht zugeordnet
32,4%
Gesamtportfolio 122 Positionen
| Typ | Serie | 8-Quartals-Trend | |||||
|---|---|---|---|---|---|---|---|
| XLK XLK | $16.078.935 | 4,89% | 84.395 | $4.994.543 | Auf ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $15.833.635 | 4,81% | 44.306 | $2.925.929 | Ab ×4 | ||
| AAPL Apple Inc. - Common Stock | $13.871.629 | 4,22% | 47.939 | $1.607.227 | Ab ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $13.250.560 | 4,03% | 66.223 | $1.738.590 | Auf ×2 | ||
| NFRA | $12.245.881 | 3,72% | 190.983 | $493.278 | Auf ×4 | ||
| IJH | $10.575.791 | 3,22% | 137.152 | $4.790.698 | Auf ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $10.529.623 | 3,20% | 44.179 | $1.261.816 | Ab ×1 | ||
| GUNR | $10.358.212 | 3,15% | 210.191 | $-1.295.827 | Ab ×1 | ||
| HYGV | $10.069.670 | 3,06% | 250.116 | $377.914 | Auf ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $9.880.698 | 3,00% | 17.009 | $6.271.443 | Ab ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $9.279.151 | 2,82% | 28.348 | $873.823 | Ab ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8.836.471 | 2,69% | 23.689 | $-500.697 | Ab ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $7.527.065 | 2,29% | 92.618 | $592.826 | Auf ×1 | ||
| SCHD | $7.064.925 | 2,15% | 222.798 | $440.530 | Auf ×6 | ||
| IVW | $5.710.658 | 1,74% | 41.523 | $599.670 | Ab ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $5.659.594 | 1,72% | 6.050 | $-338.915 | Auf ×2 | ||
| SO Southern Company (The) Common Stock | $5.405.797 | 1,64% | 56.481 | $65.345 | Auf ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $5.270.190 | 1,60% | 4.949 | $1.786.692 | Auf ×6 | ||
| IJR | $4.918.850 | 1,50% | 33.166 | $799.217 | Auf ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $4.478.982 | 1,36% | 11.857 | $1.671.417 | Auf ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $4.473.649 | 1,36% | 7.942 | $-229.260 | Ab ×1 | ||
| VTV | $4.398.481 | 1,34% | 20.183 | $407.577 | Ab ×4 | ||
| MA Mastercard Incorporated Common Stock | $4.356.355 | 1,32% | 8.482 | $191.689 | Auf ×4 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $4.227.284 | 1,29% | 12.396 | $2.085.088 | Ab ×1 | ||
| XLE XLE | $4.143.908 | 1,26% | 78.025 | $-368.626 | Auf ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3.820.621 | 1,16% | 32.527 | $1.188.147 | Ab ×2 | ||
| QLV | $3.577.330 | 1,09% | 47.387 | $352.201 | Auf ×2 | ||
| LLY Eli Lilly and Company Common Stock | $3.171.293 | 0,96% | 2.644 | $650.203 | Ab ×4 | ||
| JNJ Johnson & Johnson Common Stock | $3.165.228 | 0,96% | 12.463 | $116.572 | Ab ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $2.988.426 | 0,91% | 21.858 | $-985.690 | Ab ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $2.961.371 | 0,90% | 19.547 | $-8.251 | Auf ×6 | ||
| ADI Analog Devices, Inc. - Common Stock | $2.958.519 | 0,90% | 7.449 | $630.370 | Auf ×1 | ||
| TFC Truist Financial Corporation Common Stock | $2.934.896 | 0,89% | 58.910 | $195.728 | Ab ×5 | ||
| BRKB | $2.759.651 | 0,84% | 5.515 | $158.074 | Auf ×3 | ||
| RTX RTX Corporation Common Stock | $2.609.167 | 0,79% | 13.752 | $17.555 | Auf ×5 | ||
| C Citigroup, Inc. Common Stock | $2.536.075 | 0,77% | 18.120 | $711.989 | Auf ×4 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2.535.856 | 0,77% | 11.501 | $-285.327 | Ab ×3 | ||
| GD General Dynamics Corporation Common Stock | $2.523.960 | 0,77% | 7.125 | $-68.724 | Ab ×5 | ||
| ORCL Oracle Corporation Common Stock | $2.402.834 | 0,73% | 16.396 | $173.676 | Auf ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2.354.752 | 0,72% | 2.040 | $1.708.126 | Auf ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2.338.615 | 0,71% | 15.948 | $-41.178 | Ab ×2 | ||
| COR Cencora, Inc. Common Stock | $2.277.423 | 0,69% | 8.048 | $-133.916 | Auf ×6 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2.266.106 | 0,69% | 5.318 | $516.384 | Auf ×2 | ||
| CVS CVS Health Corporation Common Stock | $2.250.141 | 0,68% | 21.751 | $966.071 | Auf ×1 | ||
| GLD | $2.190.387 | 0,67% | 5.946 | $348.746 | Auf ×2 | ||
| MCD McDonald's Corporation Common Stock | $2.077.873 | 0,63% | 7.687 | $-481.794 | Ab ×2 | ||
| BX Blackstone Inc. Common Stock | $1.986.270 | 0,60% | 16.880 | $-112.183 | Ab ×1 | ||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $1.891.681 | 0,58% | 36.087 | $-210.120 | Ab ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1.818.355 | 0,55% | 18.892 | $31.759 | Auf ×4 | ||
| EMR Emerson Electric Company Common Stock | $1.796.962 | 0,55% | 12.553 | $163.536 | Auf ×2 | ||
| CRM Salesforce, Inc. Common Stock | $1.765.715 | 0,54% | 11.271 | $-307.255 | Auf ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $1.760.331 | 0,54% | 22.502 | $83.480 | Auf ×2 | ||
| CVX Chevron Corporation Common Stock | $1.729.871 | 0,53% | 10.436 | $-591.133 | Ab ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1.661.069 | 0,51% | 28.828 | $-58.844 | Auf ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $1.647.655 | 0,50% | 26.199 | $125.312 | Auf ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $1.642.557 | 0,50% | 23.005 | $-563.124 | Auf ×5 | ||
| YUM Yum! Brands, Inc. | $1.580.216 | 0,48% | 9.885 | $246.975 | Auf ×2 | ||
| BA Boeing Company (The) Common Stock | $1.551.873 | 0,47% | 7.169 | $255.392 | Auf ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1.536.757 | 0,47% | 16.655 | $-19.928 | Auf ×6 | ||
| NEE NextEra Energy, Inc. Common Stock | $1.372.108 | 0,42% | 15.633 | $-163.570 | Ab ×2 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $1.345.592 | 0,41% | 10.930 | $-426.796 | Ab ×2 | ||
| PFE Pfizer, Inc. Common Stock | $1.343.592 | 0,41% | 55.797 | $-367.154 | Ab ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $1.341.412 | 0,41% | 4.264 | $-671.893 | Ab ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $1.335.179 | 0,41% | 9.861 | $415.707 | Auf ×4 | ||
| SPY SPY | $1.334.478 | 0,41% | 1.787 | $291.333 | Auf ×3 | ||
| KKR KKR & Co. Inc. Common Stock | $1.285.471 | 0,39% | 14.006 | $25.898 | Auf ×4 | ||
| AMT American Tower Corporation (REIT) Common Stock | $1.262.270 | 0,38% | 7.717 | $82.168 | Auf ×2 | ||
| ZBH Zimmer Biomet Holdings, Inc. Common Stock | $1.258.722 | 0,38% | 14.621 | $-84.558 | Ab ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.196.996 | 0,36% | 3.394 | $-104.751 | Ab ×1 | ||
| BDX Becton, Dickinson and Company Common Stock | $1.089.273 | 0,33% | 7.198 | $237.244 | Auf ×2 | ||
| XLC XLC | $1.075.692 | 0,33% | 10.041 | $383.926 | Auf ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.072.935 | 0,33% | 1.457 | $231.984 | |||
| IVV | $1.069.415 | 0,33% | 1.428 | $135.325 | Ab ×2 | ||
| ABT Abbott Laboratories Common Stock | $1.057.302 | 0,32% | 11.652 | $-2.350.623 | Ab ×1 | ||
| WMT Walmart Inc. - Common Stock | $1.041.312 | 0,32% | 9.194 | $101.879 | Auf ×3 | ||
| XLI XLI | $942.080 | 0,29% | 5.086 | $153.484 | Auf ×3 | ||
| DE Deere & Company Common Stock | $920.413 | 0,28% | 1.451 | $-135.211 | Ab ×6 | ||
| NKE Nike, Inc. Common Stock | $871.820 | 0,27% | 21.238 | $-119.506 | Auf ×2 | ||
| VOO | $834.474 | 0,25% | 1.215 | $66.025 | Ab ×1 | ||
| FDL | $832.378 | 0,25% | 17.106 | $101.569 | Auf ×2 | ||
| SDY | $811.880 | 0,25% | 5.335 | $29.496 | Ab ×6 | ||
| IBM International Business Machines Corporation Common Stock | $762.923 | 0,23% | 2.713 | $64.113 | Ab ×6 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $752.518 | 0,23% | 5.945 | $-38.360 | Ab ×3 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $681.433 | 0,21% | 5.476 | $-447.630 | Ab ×1 | ||
| ACHR Archer Aviation Inc. Class A Common Stock | $659.182 | 0,20% | 139.362 | $-386.109 | Ab ×1 | ||
| GNR | $650.013 | 0,20% | 9.657 | $-156.796 | Ab ×1 | ||
| T AT&T Inc. | $644.909 | 0,20% | 31.155 | $-325.241 | Ab ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $637.630 | 0,19% | 1.516 | $70.339 | Ab ×1 | ||
| JEPI | $588.296 | 0,18% | 10.416 | $96.937 | Auf ×1 | ||
| ABBV AbbVie Inc. Common Stock | $551.595 | 0,17% | 2.192 | $74.857 | |||
| AGG | $547.161 | 0,17% | 5.528 | $-27.910 | Ab ×1 | ||
| XLRE XLRE | $533.864 | 0,16% | 12.125 | $-213.815 | Ab ×2 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $505.243 | 0,15% | 2.052 | $68.046 | Ab ×6 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $504.990 | 0,15% | 11.695 | $-419.466 | Ab ×1 | ||
| SPGI S&P Global Inc. Common Stock | $475.680 | 0,14% | 1.168 | Auf ×1 | |||
| FDVV | $462.364 | 0,14% | 7.669 | $132.139 | Auf ×1 | ||
| QLVD | $445.013 | 0,14% | 13.680 | $111.365 | Auf ×1 | ||
| INTU Intuit Inc. - Common Stock | $437.175 | 0,13% | 1.675 | $-472.985 | Ab ×1 | ||
| INTC Intel Corporation - Common Stock | $433.412 | 0,13% | 3.104 | $45.995 | Ab ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $415.725 | 0,13% | 575 | Auf ×1 | |||
| Keine Treffer | |||||||
Überzeugungspositionen
Positionen seit 3+ aufeinanderfolgenden Quartalen erhöht.
Aktienanzahlen sind wie in 13F-Einreichungen angegeben (nicht split-bereinigt)
| Wertpapier | Wert | % des Portfolios | Serie |
|---|---|---|---|
| XLK | $16.078.935 | 4,89% | um ×6 |
| NFRA | $12.245.881 | 3,72% | um ×4 |
| SCHD | $7.064.925 | 2,15% | um ×6 |
| CAT | $5.270.190 | 1,60% | um ×6 |
| AVGO | $4.478.982 | 1,36% | um ×3 |
| MA | $4.356.355 | 1,32% | um ×4 |
| XLE | $4.143.908 | 1,26% | um ×3 |
| TJX | $2.961.371 | 0,90% | um ×6 |
| BRKB | $2.759.651 | 0,84% | um ×3 |
| RTX | $2.609.167 | 0,79% | um ×5 |
| C | $2.536.075 | 0,77% | um ×4 |
| COR | $2.277.423 | 0,69% | um ×6 |
| DIS | $1.818.355 | 0,55% | um ×4 |
| NFLX | $1.642.557 | 0,50% | um ×5 |
| SCHW | $1.536.757 | 0,47% | um ×6 |
Größte neue Wetten
In diesem Quartal eröffnete neue Positionen, beginnend mit der größten.
Top-Performer (QoQ)
| Wertpapier | Aktion | Aktien Δ | Wert Δ |
|---|---|---|---|
| AMD | Reduziert | -733 | +$6.3M |
| XLK | Mehr gekauft | +991 | +$5.0M |
| IJH | Mehr gekauft | +51K | +$4.8M |
| GOOGL | Reduziert | -581 | +$2.9M |
| ABT | Reduziert | -22K | -$2.4M |
| PANW | Reduziert | -966 | +$2.1M |
| CAT | Mehr gekauft | +32 | +$1.8M |
| NVDA | Mehr gekauft | +214 | +$1.7M |
| MU | Mehr gekauft | +126 | +$1.7M |
| AVGO | Mehr gekauft | +3K | +$1.7M |
Geschlossene Positionen
Beinhaltet Unternehmensereignisse (Fusionen, Delistings) – nicht alle Abgänge sind Verkäufe
Geschlossene Positionen spiegeln Änderungen in der 13F-Meldung wider; für Indexmanager sind diese oft mechanisch (Delisting, M&A, Index-Neugewichtung) und keine aktiven Entscheidungen.
| Wertpapier | Quartal | Anteile davor | Wert davor | Preis seit Ausstieg |
|---|---|---|---|---|
| VNQ | 31. Dezember 2025 | 20.254 | $1.851.621 | Nicht mehr verfolgt |
| HON | 30. Juni 2026 | 7.362 | $1.664.033 | 0,8% |
| NOW | 31. März 2026 | 7.727 | $1.183.699 | 18,1% |
| FCX | 31. März 2025 | 19.923 | $758.668 | 79,4% |
| MDLZ | 30. Juni 2026 | 12.035 | $693.697 | 10,4% |
| CMG | 31. März 2026 | 18.211 | $673.807 | 9,5% |
| MRSH | 30. Juni 2026 | 3.281 | $569.089 | 14,1% |
| DD | 30. Juni 2026 | 9.979 | $457.038 | 2,8% |
| AVGO | 30. Juni 2025 | 2.339 | $391.619 | 31,2% |
| XLC | 30. Juni 2025 | 3.510 | $338.540 | Nicht mehr verfolgt |
| CARR | 31. März 2026 | 5.118 | $270.435 | 9,4% |
| CDW | 31. Dezember 2025 | 1.632 | $259.945 | -1,3% |
| PLTR | 31. März 2025 | 3.435 | $259.789 | 102,7% |
| BLK | 30. Juni 2026 | 266 | $255.815 | 21,4% |
| CMCSA | 30. Juni 2026 | 8.702 | $249.834 | 9,0% |
| WFC | 30. Juni 2026 | 3.010 | $239.626 | 5,5% |
| IWF | 31. März 2026 | 487 | $230.497 | Nicht mehr verfolgt |
| FDX | 30. Juni 2026 | 627 | $223.325 | 7,8% |
| BIIB | 31. März 2025 | 1.423 | $217.605 | 59,8% |
| CCL | 31. März 2026 | 6.647 | $202.999 | 6,0% |
| ALL | 30. Juni 2025 | 980 | $202.929 | 32,4% |
| MCHP | 31. März 2026 | 3.161 | $201.419 | 20,0% |
| F | 30. Juni 2025 | 16.817 | $168.675 | 31,9% |
| PMM | 31. Dezember 2025 | 14.400 | $86.976 | 1,4% |
| AUR | 30. September 2025 | 13.064 | $68.455 | 15,2% |
| SENS | 31. Dezember 2025 | 24.000 | $10.459 | 60,9% |