UNITED BANK
CIK 1286478 · View on SEC EDGAR ↗
- Portfolio value
- $657.7M
- Positions
- 130
- As of
- June 30, 2026
#3,192 of 9,443 by 13F value · top 33.8%
Portfolio value QoQ: +9.1% 13F does not disclose cash
- Top 10 holdings weight
- 42.75%
- Top 25 holdings weight
- 67.87%
- Positions above 1%
- 39
- Effective number of positions
- 36.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.76% Est. buys $27,331,787 · sells $17,386,932
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 77.8% still held
- New positions
- 11
- Increased
- 32
- Decreased
- 50
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
18.1%
Technology
11.9%
Financials
10.5%
Healthcare
7.9%
Energy
4.5%
Financial Services
4.0%
Communications
3.0%
Consumer Staples
2.9%
Utilities
2.5%
Real Estate
2.4%
Consumer Discretionary
2.0%
Consumer products
1.6%
Materials
1.5%
Retail
0.5%
Communication Services
0.4%
Telecommunication
0.2%
Other/Unmapped
26.2%
Full portfolio 130 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IJR | $51,933,728 | 7.90% | 350,170 | $8,177,592 | Down ×4 | ||
| GLW Corning Incorporated Common Stock | $35,638,614 | 5.42% | 139,524 | $14,213,962 | Down ×6 | ||
| AGG | $33,702,109 | 5.12% | 340,494 | $-317,413 | Down ×1 | ||
| UBSI United Bankshares, Inc. - Common Stock | $31,956,388 | 4.86% | 697,281 | $3,175,370 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $29,453,375 | 4.48% | 101,788 | $2,684,627 | Down ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $26,312,097 | 4.00% | 80,384 | $2,566,031 | Down ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $22,137,223 | 3.37% | 59,346 | $-120,726 | Down ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $19,236,425 | 2.92% | 163,770 | $5,768,647 | Down ×6 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $15,940,691 | 2.42% | 126,203 | $2,353,933 | Down ×6 | ||
| CMI Cummins Inc. Common Stock | $14,901,094 | 2.27% | 20,893 | $2,799,434 | Down ×4 | ||
| TXN Texas Instruments Incorporated - Common Stock | $14,670,712 | 2.23% | 49,219 | $4,670,758 | Down ×6 | ||
| CVX Chevron Corporation Common Stock | $12,983,311 | 1.97% | 78,326 | $-3,954,772 | Down ×4 | ||
| JNJ Johnson & Johnson Common Stock | $12,838,705 | 1.95% | 50,552 | $-287,234 | Down ×6 | ||
| DOV Dover Corporation Common Stock | $12,153,287 | 1.85% | 54,188 | $404,829 | Down ×6 | ||
| AMGN Amgen Inc. - Common Stock | $11,998,486 | 1.82% | 33,134 | $-184,332 | Down ×6 | ||
| WM Waste Management, Inc. Common Stock | $11,107,671 | 1.69% | 49,837 | $-669,295 | Down ×6 | ||
| IVW | $10,882,337 | 1.65% | 79,127 | $2,262,677 | Up ×1 | ||
| GD General Dynamics Corporation Common Stock | $10,825,573 | 1.65% | 30,560 | $-42,835 | Down ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $10,700,610 | 1.63% | 72,972 | $134,255 | Down ×1 | ||
| EOG EOG Resources, Inc. Common Stock | $10,190,154 | 1.55% | 78,549 | $-1,518,435 | Down ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $9,568,524 | 1.45% | 32,637 | $-185,530 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $9,521,676 | 1.45% | 35,225 | $-1,579,433 | Down ×6 | ||
| HUBB Hubbell Inc Common Stock | $9,439,572 | 1.44% | 18,042 | $585,642 | |||
| ABT Abbott Laboratories Common Stock | $9,356,940 | 1.42% | 103,118 | $-963,955 | Up ×2 | ||
| BLK BlackRock, Inc. Common Stock | $8,948,281 | 1.36% | 9,306 | $-219,700 | Down ×1 | ||
| V Visa Inc. | $8,891,860 | 1.35% | 25,917 | $2,748,835 | Up ×2 | ||
| VO | $8,618,573 | 1.31% | 106,970 | $352,384 | Up ×1 | ||
| AFL AFLAC Incorporated Common Stock | $8,356,324 | 1.27% | 71,269 | $584,902 | Up ×2 | ||
| VNQ | $8,166,947 | 1.24% | 84,693 | $1,007,967 | Up ×3 | ||
| PEP PepsiCo, Inc. - Common Stock | $8,139,433 | 1.24% | 60,114 | $-1,081,074 | Up ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $7,970,487 | 1.21% | 29,469 | $431,448 | Up ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $7,885,059 | 1.20% | 71,455 | $-44,918 | Down ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $7,657,467 | 1.16% | 60,610 | $-881,180 | Down ×4 | ||
| AWK American Water Works Company, Inc. Common Stock | $7,558,880 | 1.15% | 57,447 | $-38,485 | Up ×2 | ||
| HSY The Hershey Company Common Stock | $7,084,500 | 1.08% | 40,379 | $-1,264,979 | Up ×1 | ||
| HON Honeywell International Inc. - Common Stock | $6,994,041 | 1.06% | 36,749 | $-1,130,367 | Up ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $6,828,295 | 1.04% | 13,403 | $-1,411,958 | Down ×4 | ||
| CME CME Group Inc. - Class A Common Stock | $6,816,579 | 1.04% | 30,868 | $-1,944,986 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $6,739,340 | 1.02% | 49,293 | $-1,585,706 | Up ×1 | ||
| SYK Stryker Corporation Common Stock | $6,436,901 | 0.98% | 20,445 | $1,499,840 | Up ×1 | ||
| ATO Atmos Energy Corporation Common Stock | $6,295,444 | 0.96% | 36,544 | $1,270,504 | Up ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $6,166,823 | 0.94% | 117,665 | $445,825 | Up ×6 | ||
| VB | $5,054,829 | 0.77% | 16,676 | $481,967 | Down ×2 | ||
| IJK | $5,009,848 | 0.76% | 42,637 | $1,882,980 | Up ×4 | ||
| VTI | $4,921,532 | 0.75% | 13,300 | $109,382 | Down ×2 | ||
| KLAC KLA Corporation - Common Stock | $3,723,101 | 0.57% | 12,340 | $1,754,489 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $3,670,234 | 0.56% | 45,161 | $235,739 | |||
| TSLA Tesla, Inc. - Common Stock | $3,321,899 | 0.51% | 7,898 | $385,816 | |||
| VTV | $3,128,821 | 0.48% | 14,357 | $440,685 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $3,047,326 | 0.46% | 2,640 | $2,145,294 | Down ×1 | ||
| SPY SPY | $2,716,749 | 0.41% | 3,638 | $350,812 | |||
| VUG | $2,440,001 | 0.37% | 28,326 | $442,124 | Up ×1 | ||
| EFA | $2,250,560 | 0.34% | 21,665 | $-113,584 | Down ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $2,040,066 | 0.31% | 19,942 | $388,442 | Down ×5 | ||
| BIV | $2,017,210 | 0.31% | 26,300 | $300,032 | Up ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1,581,565 | 0.24% | 18,500 | $39,365 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,558,101 | 0.24% | 7,787 | $196,037 | Down ×2 | ||
| IWF | $1,478,120 | 0.22% | 11,904 | $209,154 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,471,511 | 0.22% | 6,174 | $177,529 | Down ×6 | ||
| VBK | $1,393,684 | 0.21% | 3,811 | $556,450 | Up ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $1,290,652 | 0.20% | 2,505 | $267,792 | Down ×1 | ||
| IEFA | $1,272,249 | 0.19% | 13,173 | $487,082 | Up ×2 | ||
| MUB | $1,180,700 | 0.18% | 10,971 | $18,145 | Up ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1,153,583 | 0.18% | 8,432 | $48,316 | |||
| TFC Truist Financial Corporation Common Stock | $1,096,040 | 0.17% | 22,000 | $84,700 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $1,056,214 | 0.16% | 2,448 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,037,803 | 0.16% | 2,904 | $155,569 | Down ×5 | ||
| DIA | $1,015,526 | 0.15% | 1,944 | $115,085 | |||
| BSV | $903,756 | 0.14% | 11,600 | $38,580 | Up ×1 | ||
| GE GE Aerospace Common Stock | $885,366 | 0.13% | 2,369 | $213,115 | |||
| Unknown issuer (CUSIP: 84615Q103) | $871,386 | 0.13% | 5,100 | Up ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $853,646 | 0.13% | 2,416 | $109,818 | Down ×3 | ||
| IJH | $830,243 | 0.13% | 10,767 | $103,147 | |||
| MS Morgan Stanley Common Stock | $774,075 | 0.12% | 3,703 | $159,241 | Down ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $757,876 | 0.12% | 13,153 | $-39,853 | |||
| HD Home Depot, Inc. (The) Common Stock | $736,396 | 0.11% | 2,088 | $46,713 | Down ×2 | ||
| ALL Allstate Corporation (The) Common Stock | $713,820 | 0.11% | 3,000 | $91,800 | |||
| PFE Pfizer, Inc. Common Stock | $708,651 | 0.11% | 29,429 | $-119,204 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $707,459 | 0.11% | 16,709 | $-108,894 | Up ×1 | ||
| IVV | $700,961 | 0.11% | 936 | $66,041 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $695,517 | 0.11% | 592 | $178,760 | |||
| T AT&T Inc. | $679,416 | 0.10% | 32,822 | $-272,094 | |||
| SO Southern Company (The) Common Stock | $669,205 | 0.10% | 6,992 | $88,541 | Up ×1 | ||
| DGX Quest Diagnostics Incorporated Common Stock | $662,131 | 0.10% | 3,124 | $49,889 | |||
| MMM 3M Company Common Stock | $609,753 | 0.09% | 3,766 | $120,909 | Up ×1 | ||
| MDY | $603,465 | 0.09% | 858 | $74,284 | |||
| TRVI Trevi Therapeutics, Inc. - Common Stock | $581,880 | 0.09% | 31,200 | $209,664 | |||
| QTUM Defiance Quantum ETF | $581,477 | 0.09% | 3,516 | $200,991 | Down ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $576,937 | 0.09% | 290 | $193,896 | |||
| WMT Walmart Inc. - Common Stock | $570,378 | 0.09% | 5,036 | $-253,226 | Down ×4 | ||
| NEE NextEra Energy, Inc. Common Stock | $447,715 | 0.07% | 5,101 | $-57,831 | Down ×2 | ||
| PJT PJT Partners Inc. Class A Common Stock | $403,766 | 0.06% | 2,675 | $30,015 | |||
| USMV | $387,576 | 0.06% | 4,018 | $14,947 | |||
| PFF iShares Preferred and Income Securities ETF | $375,423 | 0.06% | 12,313 | $2,093 | |||
| CAT Caterpillar, Inc. Common Stock | $374,845 | 0.06% | 352 | $91,461 | Down ×1 | ||
| IWR | $372,882 | 0.06% | 3,380 | $44,245 | |||
| CIEN Ciena Corporation Common Stock | $355,656 | 0.05% | 725 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $343,037 | 0.05% | 286 | $75,384 | Down ×1 | ||
| WFC Wells Fargo & Company Common Stock | $330,560 | 0.05% | 4,000 | $12,120 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $323,544 | 0.05% | 13,179 | $-54,825 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VNQ | $8,166,947 | 1.24% | up ×3 |
| IGSB | $6,166,823 | 0.94% | up ×6 |
| IJK | $5,009,848 | 0.76% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DELL | $1,056,214 | 2,448 | 0.16% |
| Unknown issuer (CUSIP: 84615Q103) | $871,386 | 5,100 | 0.13% |
| CIEN | $355,656 | 725 | 0.05% |
| IBM | $230,592 | 820 | 0.04% |
| XLK | $228,243 | 1,198 | 0.03% |
| CSX | $205,615 | 4,326 | 0.03% |
| COF | $204,432 | 1,019 | 0.03% |
| KZIA | $180,941 | 12,851 | 0.03% |
| EEM | $124,096 | 1,814 | 0.02% |
| AIRS | $96,750 | 21,500 | 0.01% |
| LCTX | $27,733 | 21,170 | 0.00% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLK | June 30, 2025 | 5,260 | $1,086,085 | No longer tracked |
| BRKA | Sept. 30, 2025 | 1 | $728,800 | No longer tracked |
| SDY | Sept. 30, 2025 | 4,529 | $614,721 | No longer tracked |
| RSG | Sept. 30, 2025 | 2,395 | $590,631 | -4.2% |
| GRMN | Sept. 30, 2025 | 2,500 | $521,800 | 19.4% |
| YUM | Sept. 30, 2025 | 3,200 | $474,176 | -1.1% |
| CAT | Sept. 30, 2025 | 1,192 | $462,746 | 72.7% |
| NFLX | March 31, 2026 | 4,700 | $440,672 | -17.2% |
| BKNG | March 31, 2026 | 65 | $348,097 | 22.9% |
| TGT | June 30, 2025 | 3,331 | $347,623 | 64.6% |
| UPS | June 30, 2025 | 2,954 | $324,911 | 2.4% |
| IBB | June 30, 2026 | 1,908 | $322,166 | 12.4% |
| TJX | Sept. 30, 2025 | 2,450 | $302,551 | -2.3% |
| GIS | Sept. 30, 2025 | 5,500 | $284,955 | -22.0% |
| XYL | Sept. 30, 2025 | 2,200 | $284,592 | -22.8% |
| USB | June 30, 2025 | 6,696 | $282,705 | 37.5% |
| RTX | June 30, 2025 | 2,087 | $276,445 | 45.6% |
| PANW | March 31, 2026 | 1,430 | $263,406 | 114.6% |
| LOW | March 31, 2026 | 1,027 | $247,671 | -7.9% |
| COF | March 31, 2026 | 1,019 | $246,965 | 19.3% |
| IWB | March 31, 2026 | 650 | $242,736 | No longer tracked |
| WK | March 31, 2026 | 2,639 | $227,615 | 23.5% |
| CTVA | Sept. 30, 2025 | 3,003 | $223,814 | 18.5% |
| CL | Sept. 30, 2025 | 2,400 | $218,160 | 12.9% |
| ADP | March 31, 2026 | 845 | $217,360 | 37.3% |
| INTU | Sept. 30, 2025 | 273 | $215,023 | -47.2% |
| IWB | March 31, 2025 | 650 | $209,404 | No longer tracked |
| IBM | March 31, 2026 | 705 | $208,828 | -3.6% |
| ZBH | June 30, 2025 | 1,838 | $208,025 | 8.9% |
| IBM | Sept. 30, 2025 | 705 | $207,820 | -17.2% |
| INTU | March 31, 2025 | 330 | $207,406 | -41.3% |
| FWONK | March 31, 2026 | 2,100 | $206,872 | 22.9% |
| ACN | March 31, 2025 | 588 | $206,853 | -41.5% |
| XLK | March 31, 2026 | 1,424 | $205,013 | No longer tracked |
| ZTS | March 31, 2026 | 1,600 | $201,312 | -35.2% |
| ORCL | Dec. 31, 2025 | 712 | $200,242 | -24.9% |
| NSC | June 30, 2025 | 729 | $172,664 | 36.0% |
| DOW | March 31, 2025 | 4,053 | $162,647 | -5.9% |
| AVGO | June 30, 2025 | 839 | $140,474 | 35.2% |
| UNH | Sept. 30, 2025 | 378 | $117,925 | 12.2% |
| CRDF | June 30, 2026 | 22,411 | $36,305 | -30.0% |
| AUTL | March 31, 2025 | 10,850 | $25,499 | 59.4% |
| ASML | March 31, 2025 | 32 | $22,179 | 164.8% |
| VORXXXX | June 30, 2025 | 15,300 | $10,977 | No longer tracked |
| ATYR | Dec. 31, 2025 | 11,970 | $8,636 | -33.6% |
| TLPH | March 31, 2025 | 14,800 | $7,757 | 136.2% |
| LCTX | March 31, 2025 | 12,000 | $6,030 | No longer tracked |