United Bank
CIK 1697791 · View on SEC EDGAR ↗
- Portfolio value
- $328.9M
- Positions
- 122
- As of
- June 30, 2026
#4,905 of 9,443 by 13F value · top 51.9%
Portfolio value QoQ: +9.4% 13F does not disclose cash
- Top 10 holdings weight
- 37.31%
- Top 25 holdings weight
- 63.39%
- Positions above 1%
- 27
- Effective number of positions
- 46.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.56% Est. buys $14,356,864 · sells $15,460,700
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 85.3% still held
- New positions
- 6
- Increased
- 50
- Decreased
- 54
- Closed
- 8
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
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%
Other/Unmapped
32.4%
Full portfolio 122 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| XLK XLK | $16,078,935 | 4.89% | 84,395 | $4,994,543 | Up ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $15,833,635 | 4.81% | 44,306 | $2,925,929 | Down ×4 | ||
| AAPL Apple Inc. - Common Stock | $13,871,629 | 4.22% | 47,939 | $1,607,227 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $13,250,560 | 4.03% | 66,223 | $1,738,590 | Up ×2 | ||
| NFRA | $12,245,881 | 3.72% | 190,983 | $493,278 | Up ×4 | ||
| IJH | $10,575,791 | 3.22% | 137,152 | $4,790,698 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $10,529,623 | 3.20% | 44,179 | $1,261,816 | Down ×1 | ||
| GUNR | $10,358,212 | 3.15% | 210,191 | $-1,295,827 | Down ×1 | ||
| HYGV | $10,069,670 | 3.06% | 250,116 | $377,914 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $9,880,698 | 3.00% | 17,009 | $6,271,443 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $9,279,151 | 2.82% | 28,348 | $873,823 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $8,836,471 | 2.69% | 23,689 | $-500,697 | Down ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $7,527,065 | 2.29% | 92,618 | $592,826 | Up ×1 | ||
| SCHD | $7,064,925 | 2.15% | 222,798 | $440,530 | Up ×6 | ||
| IVW | $5,710,658 | 1.74% | 41,523 | $599,670 | Down ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $5,659,594 | 1.72% | 6,050 | $-338,915 | Up ×2 | ||
| SO Southern Company (The) Common Stock | $5,405,797 | 1.64% | 56,481 | $65,345 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $5,270,190 | 1.60% | 4,949 | $1,786,692 | Up ×6 | ||
| IJR | $4,918,850 | 1.50% | 33,166 | $799,217 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $4,478,982 | 1.36% | 11,857 | $1,671,417 | Up ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $4,473,649 | 1.36% | 7,942 | $-229,260 | Down ×1 | ||
| VTV | $4,398,481 | 1.34% | 20,183 | $407,577 | Down ×4 | ||
| MA Mastercard Incorporated Common Stock | $4,356,355 | 1.32% | 8,482 | $191,689 | Up ×4 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $4,227,284 | 1.29% | 12,396 | $2,085,088 | Down ×1 | ||
| XLE XLE | $4,143,908 | 1.26% | 78,025 | $-368,626 | Up ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3,820,621 | 1.16% | 32,527 | $1,188,147 | Down ×2 | ||
| QLV | $3,577,330 | 1.09% | 47,387 | $352,201 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $3,171,293 | 0.96% | 2,644 | $650,203 | Down ×4 | ||
| JNJ Johnson & Johnson Common Stock | $3,165,228 | 0.96% | 12,463 | $116,572 | Down ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,988,426 | 0.91% | 21,858 | $-985,690 | Down ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $2,961,371 | 0.90% | 19,547 | $-8,251 | Up ×6 | ||
| ADI Analog Devices, Inc. - Common Stock | $2,958,519 | 0.90% | 7,449 | $630,370 | Up ×1 | ||
| TFC Truist Financial Corporation Common Stock | $2,934,896 | 0.89% | 58,910 | $195,728 | Down ×5 | ||
| BRKB | $2,759,651 | 0.84% | 5,515 | $158,074 | Up ×3 | ||
| RTX RTX Corporation Common Stock | $2,609,167 | 0.79% | 13,752 | $17,555 | Up ×5 | ||
| C Citigroup, Inc. Common Stock | $2,536,075 | 0.77% | 18,120 | $711,989 | Up ×4 | ||
| LOW Lowe's Companies, Inc. Common Stock | $2,535,856 | 0.77% | 11,501 | $-285,327 | Down ×3 | ||
| GD General Dynamics Corporation Common Stock | $2,523,960 | 0.77% | 7,125 | $-68,724 | Down ×5 | ||
| ORCL Oracle Corporation Common Stock | $2,402,834 | 0.73% | 16,396 | $173,676 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2,354,752 | 0.72% | 2,040 | $1,708,126 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,338,615 | 0.71% | 15,948 | $-41,178 | Down ×2 | ||
| COR Cencora, Inc. Common Stock | $2,277,423 | 0.69% | 8,048 | $-133,916 | Up ×6 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2,266,106 | 0.69% | 5,318 | $516,384 | Up ×2 | ||
| CVS CVS Health Corporation Common Stock | $2,250,141 | 0.68% | 21,751 | $966,071 | Up ×1 | ||
| GLD | $2,190,387 | 0.67% | 5,946 | $348,746 | Up ×2 | ||
| MCD McDonald's Corporation Common Stock | $2,077,873 | 0.63% | 7,687 | $-481,794 | Down ×2 | ||
| BX Blackstone Inc. Common Stock | $1,986,270 | 0.60% | 16,880 | $-112,183 | Down ×1 | ||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $1,891,681 | 0.58% | 36,087 | $-210,120 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1,818,355 | 0.55% | 18,892 | $31,759 | Up ×4 | ||
| EMR Emerson Electric Company Common Stock | $1,796,962 | 0.55% | 12,553 | $163,536 | Up ×2 | ||
| CRM Salesforce, Inc. Common Stock | $1,765,715 | 0.54% | 11,271 | $-307,255 | Up ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $1,760,331 | 0.54% | 22,502 | $83,480 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $1,729,871 | 0.53% | 10,436 | $-591,133 | Down ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1,661,069 | 0.51% | 28,828 | $-58,844 | Up ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $1,647,655 | 0.50% | 26,199 | $125,312 | Up ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $1,642,557 | 0.50% | 23,005 | $-563,124 | Up ×5 | ||
| YUM Yum! Brands, Inc. | $1,580,216 | 0.48% | 9,885 | $246,975 | Up ×2 | ||
| BA Boeing Company (The) Common Stock | $1,551,873 | 0.47% | 7,169 | $255,392 | Up ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1,536,757 | 0.47% | 16,655 | $-19,928 | Up ×6 | ||
| NEE NextEra Energy, Inc. Common Stock | $1,372,108 | 0.42% | 15,633 | $-163,570 | Down ×2 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $1,345,592 | 0.41% | 10,930 | $-426,796 | Down ×2 | ||
| PFE Pfizer, Inc. Common Stock | $1,343,592 | 0.41% | 55,797 | $-367,154 | Down ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $1,341,412 | 0.41% | 4,264 | $-671,893 | Down ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $1,335,179 | 0.41% | 9,861 | $415,707 | Up ×4 | ||
| SPY SPY | $1,334,478 | 0.41% | 1,787 | $291,333 | Up ×3 | ||
| KKR KKR & Co. Inc. Common Stock | $1,285,471 | 0.39% | 14,006 | $25,898 | Up ×4 | ||
| AMT American Tower Corporation (REIT) Common Stock | $1,262,270 | 0.38% | 7,717 | $82,168 | Up ×2 | ||
| ZBH Zimmer Biomet Holdings, Inc. Common Stock | $1,258,722 | 0.38% | 14,621 | $-84,558 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,196,996 | 0.36% | 3,394 | $-104,751 | Down ×1 | ||
| BDX Becton, Dickinson and Company Common Stock | $1,089,273 | 0.33% | 7,198 | $237,244 | Up ×2 | ||
| XLC XLC | $1,075,692 | 0.33% | 10,041 | $383,926 | Up ×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 | Down ×2 | ||
| ABT Abbott Laboratories Common Stock | $1,057,302 | 0.32% | 11,652 | $-2,350,623 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $1,041,312 | 0.32% | 9,194 | $101,879 | Up ×3 | ||
| XLI XLI | $942,080 | 0.29% | 5,086 | $153,484 | Up ×3 | ||
| DE Deere & Company Common Stock | $920,413 | 0.28% | 1,451 | $-135,211 | Down ×6 | ||
| NKE Nike, Inc. Common Stock | $871,820 | 0.27% | 21,238 | $-119,506 | Up ×2 | ||
| VOO | $834,474 | 0.25% | 1,215 | $66,025 | Down ×1 | ||
| FDL | $832,378 | 0.25% | 17,106 | $101,569 | Up ×2 | ||
| SDY | $811,880 | 0.25% | 5,335 | $29,496 | Down ×6 | ||
| IBM International Business Machines Corporation Common Stock | $762,923 | 0.23% | 2,713 | $64,113 | Down ×6 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $752,518 | 0.23% | 5,945 | $-38,360 | Down ×3 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $681,433 | 0.21% | 5,476 | $-447,630 | Down ×1 | ||
| ACHR Archer Aviation Inc. Class A Common Stock | $659,182 | 0.20% | 139,362 | $-386,109 | Down ×1 | ||
| GNR | $650,013 | 0.20% | 9,657 | $-156,796 | Down ×1 | ||
| T AT&T Inc. | $644,909 | 0.20% | 31,155 | $-325,241 | Down ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $637,630 | 0.19% | 1,516 | $70,339 | Down ×1 | ||
| JEPI | $588,296 | 0.18% | 10,416 | $96,937 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $551,595 | 0.17% | 2,192 | $74,857 | |||
| AGG | $547,161 | 0.17% | 5,528 | $-27,910 | Down ×1 | ||
| XLRE XLRE | $533,864 | 0.16% | 12,125 | $-213,815 | Down ×2 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $505,243 | 0.15% | 2,052 | $68,046 | Down ×6 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $504,990 | 0.15% | 11,695 | $-419,466 | Down ×1 | ||
| SPGI S&P Global Inc. Common Stock | $475,680 | 0.14% | 1,168 | Up ×1 | |||
| FDVV | $462,364 | 0.14% | 7,669 | $132,139 | Up ×1 | ||
| QLVD | $445,013 | 0.14% | 13,680 | $111,365 | Up ×1 | ||
| INTU Intuit Inc. - Common Stock | $437,175 | 0.13% | 1,675 | $-472,985 | Down ×1 | ||
| INTC Intel Corporation - Common Stock | $433,412 | 0.13% | 3,104 | $45,995 | Down ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $415,725 | 0.13% | 575 | Up ×1 | |||
| 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 |
|---|---|---|---|
| XLK | $16,078,935 | 4.89% | up ×6 |
| NFRA | $12,245,881 | 3.72% | up ×4 |
| SCHD | $7,064,925 | 2.15% | up ×6 |
| CAT | $5,270,190 | 1.60% | up ×6 |
| AVGO | $4,478,982 | 1.36% | up ×3 |
| MA | $4,356,355 | 1.32% | up ×4 |
| XLE | $4,143,908 | 1.26% | up ×3 |
| TJX | $2,961,371 | 0.90% | up ×6 |
| BRKB | $2,759,651 | 0.84% | up ×3 |
| RTX | $2,609,167 | 0.79% | up ×5 |
| C | $2,536,075 | 0.77% | up ×4 |
| COR | $2,277,423 | 0.69% | up ×6 |
| DIS | $1,818,355 | 0.55% | up ×4 |
| NFLX | $1,642,557 | 0.50% | up ×5 |
| SCHW | $1,536,757 | 0.47% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
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 |
|---|---|---|---|---|
| VNQ | Dec. 31, 2025 | 20,254 | $1,851,621 | No longer tracked |
| HON | June 30, 2026 | 7,362 | $1,664,033 | -1.2% |
| NOW | March 31, 2026 | 7,727 | $1,183,699 | 24.0% |
| FCX | March 31, 2025 | 19,923 | $758,668 | 80.7% |
| MDLZ | June 30, 2026 | 12,035 | $693,697 | 11.6% |
| CMG | March 31, 2026 | 18,211 | $673,807 | 7.1% |
| MRSH | June 30, 2026 | 3,281 | $569,089 | 12.9% |
| DD | June 30, 2026 | 9,979 | $457,038 | 3.0% |
| AVGO | June 30, 2025 | 2,339 | $391,619 | 32.1% |
| XLC | June 30, 2025 | 3,510 | $338,540 | No longer tracked |
| CARR | March 31, 2026 | 5,118 | $270,435 | 7.7% |
| CDW | Dec. 31, 2025 | 1,632 | $259,945 | 2.2% |
| PLTR | March 31, 2025 | 3,435 | $259,789 | 106.9% |
| BLK | June 30, 2026 | 266 | $255,815 | 19.8% |
| CMCSA | June 30, 2026 | 8,702 | $249,834 | 8.5% |
| WFC | June 30, 2026 | 3,010 | $239,626 | 3.1% |
| IWF | March 31, 2026 | 487 | $230,497 | No longer tracked |
| FDX | June 30, 2026 | 627 | $223,325 | 4.0% |
| BIIB | March 31, 2025 | 1,423 | $217,605 | 60.8% |
| CCL | March 31, 2026 | 6,647 | $202,999 | 0.4% |
| ALL | June 30, 2025 | 980 | $202,929 | 26.9% |
| MCHP | March 31, 2026 | 3,161 | $201,419 | 18.0% |
| F | June 30, 2025 | 16,817 | $168,675 | 28.9% |
| PMM | Dec. 31, 2025 | 14,400 | $86,976 | 1.0% |
| AUR | Sept. 30, 2025 | 13,064 | $68,455 | 11.6% |
| SENS | Dec. 31, 2025 | 24,000 | $10,459 | 63.4% |