UNITED BANK
CIK 1286478 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $657.7M
- Posisi
- 130
- Per tanggal
- 30 Juni 2026
#3.192 dari 9.443 berdasarkan nilai 13F · top 33.8%
Nilai portofolio QoQ: +9.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 42,75%
- Bobot 25 kepemilikan teratas
- 67,87%
- Posisi di atas 1%
- 39
- Jumlah posisi efektif
- 36,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,76% Perkiraan pembelian $27.331.787 · penjualan $17.386.932
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 77,8% masih dipegang
- Posisi baru
- 11
- Meningkat
- 32
- Menurun
- 50
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
26,2%
Portofolio lengkap 130 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IJR | $51.933.728 | 7,90% | 350.170 | $8.177.592 | Turun ×4 | ||
| GLW Corning Incorporated Common Stock | $35.638.614 | 5,42% | 139.524 | $14.213.962 | Turun ×6 | ||
| AGG | $33.702.109 | 5,12% | 340.494 | $-317.413 | Turun ×1 | ||
| UBSI United Bankshares, Inc. - Common Stock | $31.956.388 | 4,86% | 697.281 | $3.175.370 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $29.453.375 | 4,48% | 101.788 | $2.684.627 | Turun ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $26.312.097 | 4,00% | 80.384 | $2.566.031 | Turun ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $22.137.223 | 3,37% | 59.346 | $-120.726 | Turun ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $19.236.425 | 2,92% | 163.770 | $5.768.647 | Turun ×6 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $15.940.691 | 2,42% | 126.203 | $2.353.933 | Turun ×6 | ||
| CMI Cummins Inc. Common Stock | $14.901.094 | 2,27% | 20.893 | $2.799.434 | Turun ×4 | ||
| TXN Texas Instruments Incorporated - Common Stock | $14.670.712 | 2,23% | 49.219 | $4.670.758 | Turun ×6 | ||
| CVX Chevron Corporation Common Stock | $12.983.311 | 1,97% | 78.326 | $-3.954.772 | Turun ×4 | ||
| JNJ Johnson & Johnson Common Stock | $12.838.705 | 1,95% | 50.552 | $-287.234 | Turun ×6 | ||
| DOV Dover Corporation Common Stock | $12.153.287 | 1,85% | 54.188 | $404.829 | Turun ×6 | ||
| AMGN Amgen Inc. - Common Stock | $11.998.486 | 1,82% | 33.134 | $-184.332 | Turun ×6 | ||
| WM Waste Management, Inc. Common Stock | $11.107.671 | 1,69% | 49.837 | $-669.295 | Turun ×6 | ||
| IVW | $10.882.337 | 1,65% | 79.127 | $2.262.677 | Naik ×1 | ||
| GD General Dynamics Corporation Common Stock | $10.825.573 | 1,65% | 30.560 | $-42.835 | Turun ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $10.700.610 | 1,63% | 72.972 | $134.255 | Turun ×1 | ||
| EOG EOG Resources, Inc. Common Stock | $10.190.154 | 1,55% | 78.549 | $-1.518.435 | Turun ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $9.568.524 | 1,45% | 32.637 | $-185.530 | Turun ×1 | ||
| MCD McDonald's Corporation Common Stock | $9.521.676 | 1,45% | 35.225 | $-1.579.433 | Turun ×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 | Naik ×2 | ||
| BLK BlackRock, Inc. Common Stock | $8.948.281 | 1,36% | 9.306 | $-219.700 | Turun ×1 | ||
| V Visa Inc. | $8.891.860 | 1,35% | 25.917 | $2.748.835 | Naik ×2 | ||
| VO | $8.618.573 | 1,31% | 106.970 | $352.384 | Naik ×1 | ||
| AFL AFLAC Incorporated Common Stock | $8.356.324 | 1,27% | 71.269 | $584.902 | Naik ×2 | ||
| VNQ | $8.166.947 | 1,24% | 84.693 | $1.007.967 | Naik ×3 | ||
| PEP PepsiCo, Inc. - Common Stock | $8.139.433 | 1,24% | 60.114 | $-1.081.074 | Naik ×2 | ||
| ITW Illinois Tool Works Inc. Common Stock | $7.970.487 | 1,21% | 29.469 | $431.448 | Naik ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $7.885.059 | 1,20% | 71.455 | $-44.918 | Turun ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $7.657.467 | 1,16% | 60.610 | $-881.180 | Turun ×4 | ||
| AWK American Water Works Company, Inc. Common Stock | $7.558.880 | 1,15% | 57.447 | $-38.485 | Naik ×2 | ||
| HSY The Hershey Company Common Stock | $7.084.500 | 1,08% | 40.379 | $-1.264.979 | Naik ×1 | ||
| HON Honeywell International Inc. - Common Stock | $6.994.041 | 1,06% | 36.749 | $-1.130.367 | Naik ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $6.828.295 | 1,04% | 13.403 | $-1.411.958 | Turun ×4 | ||
| CME CME Group Inc. - Class A Common Stock | $6.816.579 | 1,04% | 30.868 | $-1.944.986 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $6.739.340 | 1,02% | 49.293 | $-1.585.706 | Naik ×1 | ||
| SYK Stryker Corporation Common Stock | $6.436.901 | 0,98% | 20.445 | $1.499.840 | Naik ×1 | ||
| ATO Atmos Energy Corporation Common Stock | $6.295.444 | 0,96% | 36.544 | $1.270.504 | Naik ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $6.166.823 | 0,94% | 117.665 | $445.825 | Naik ×6 | ||
| VB | $5.054.829 | 0,77% | 16.676 | $481.967 | Turun ×2 | ||
| IJK | $5.009.848 | 0,76% | 42.637 | $1.882.980 | Naik ×4 | ||
| VTI | $4.921.532 | 0,75% | 13.300 | $109.382 | Turun ×2 | ||
| KLAC KLA Corporation - Common Stock | $3.723.101 | 0,57% | 12.340 | $1.754.489 | Naik ×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 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $3.047.326 | 0,46% | 2.640 | $2.145.294 | Turun ×1 | ||
| SPY SPY | $2.716.749 | 0,41% | 3.638 | $350.812 | |||
| VUG | $2.440.001 | 0,37% | 28.326 | $442.124 | Naik ×1 | ||
| EFA | $2.250.560 | 0,34% | 21.665 | $-113.584 | Turun ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $2.040.066 | 0,31% | 19.942 | $388.442 | Turun ×5 | ||
| BIV | $2.017.210 | 0,31% | 26.300 | $300.032 | Naik ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1.581.565 | 0,24% | 18.500 | $39.365 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.558.101 | 0,24% | 7.787 | $196.037 | Turun ×2 | ||
| IWF | $1.478.120 | 0,22% | 11.904 | $209.154 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.471.511 | 0,22% | 6.174 | $177.529 | Turun ×6 | ||
| VBK | $1.393.684 | 0,21% | 3.811 | $556.450 | Naik ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $1.290.652 | 0,20% | 2.505 | $267.792 | Turun ×1 | ||
| IEFA | $1.272.249 | 0,19% | 13.173 | $487.082 | Naik ×2 | ||
| MUB | $1.180.700 | 0,18% | 10.971 | $18.145 | Naik ×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 | Naik ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.037.803 | 0,16% | 2.904 | $155.569 | Turun ×5 | ||
| DIA | $1.015.526 | 0,15% | 1.944 | $115.085 | |||
| BSV | $903.756 | 0,14% | 11.600 | $38.580 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $885.366 | 0,13% | 2.369 | $213.115 | |||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $871.386 | 0,13% | 5.100 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $853.646 | 0,13% | 2.416 | $109.818 | Turun ×3 | ||
| IJH | $830.243 | 0,13% | 10.767 | $103.147 | |||
| MS Morgan Stanley Common Stock | $774.075 | 0,12% | 3.703 | $159.241 | Turun ×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 | Turun ×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 | Turun ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $707.459 | 0,11% | 16.709 | $-108.894 | Naik ×1 | ||
| IVV | $700.961 | 0,11% | 936 | $66.041 | Turun ×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 | Naik ×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 | Naik ×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 | Turun ×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 | Turun ×4 | ||
| NEE NextEra Energy, Inc. Common Stock | $447.715 | 0,07% | 5.101 | $-57.831 | Turun ×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 | Turun ×1 | ||
| IWR | $372.882 | 0,06% | 3.380 | $44.245 | |||
| CIEN Ciena Corporation Common Stock | $355.656 | 0,05% | 725 | Naik ×1 | |||
| LLY Eli Lilly and Company Common Stock | $343.037 | 0,05% | 286 | $75.384 | Turun ×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 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VNQ | $8.166.947 | 1,24% | naik ×3 |
| IGSB | $6.166.823 | 0,94% | naik ×6 |
| IJK | $5.009.848 | 0,76% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| DELL | $1.056.214 | 2.448 | 0,16% |
| Penerbit tidak dikenal (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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| GLW | Dipangkas | -18K | +$14.2M |
| IJR | Dipangkas | -2K | +$8.2M |
| CSCO | Dipangkas | -10K | +$5.8M |
| TXN | Dipangkas | -2K | +$4.7M |
| CVX | Dipangkas | -4K | -$4.0M |
| UBSI | Beli lebih banyak | +2K | +$3.2M |
| CMI | Dipangkas | -2K | +$2.8M |
| V | Beli lebih banyak | +6K | +$2.7M |
| AAPL | Dipangkas | -4K | +$2.7M |
| JPM | Dipangkas | -341 | +$2.6M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XLK | 30 Juni 2025 | 5.260 | $1.086.085 | Tidak lagi dilacak |
| BRKA | 30 Sep. 2025 | 1 | $728.800 | Tidak lagi dilacak |
| SDY | 30 Sep. 2025 | 4.529 | $614.721 | Tidak lagi dilacak |
| RSG | 30 Sep. 2025 | 2.395 | $590.631 | -3,7% |
| GRMN | 30 Sep. 2025 | 2.500 | $521.800 | 19,4% |
| YUM | 30 Sep. 2025 | 3.200 | $474.176 | -3,1% |
| CAT | 30 Sep. 2025 | 1.192 | $462.746 | 69,4% |
| NFLX | 31 Maret 2026 | 4.700 | $440.672 | -16,1% |
| BKNG | 31 Maret 2026 | 65 | $348.097 | 26,3% |
| TGT | 30 Juni 2025 | 3.331 | $347.623 | 62,5% |
| UPS | 30 Juni 2025 | 2.954 | $324.911 | 1,2% |
| IBB | 30 Juni 2026 | 1.908 | $322.166 | 12,1% |
| TJX | 30 Sep. 2025 | 2.450 | $302.551 | -1,9% |
| GIS | 30 Sep. 2025 | 5.500 | $284.955 | -21,0% |
| XYL | 30 Sep. 2025 | 2.200 | $284.592 | -21,6% |
| USB | 30 Juni 2025 | 6.696 | $282.705 | 38,2% |
| RTX | 30 Juni 2025 | 2.087 | $276.445 | 48,8% |
| PANW | 31 Maret 2026 | 1.430 | $263.406 | 121,9% |
| LOW | 31 Maret 2026 | 1.027 | $247.671 | -7,4% |
| COF | 31 Maret 2026 | 1.019 | $246.965 | 17,1% |
| IWB | 31 Maret 2026 | 650 | $242.736 | Tidak lagi dilacak |
| WK | 31 Maret 2026 | 2.639 | $227.615 | 27,7% |
| CTVA | 30 Sep. 2025 | 3.003 | $223.814 | 20,6% |
| CL | 30 Sep. 2025 | 2.400 | $218.160 | 13,9% |
| ADP | 31 Maret 2026 | 845 | $217.360 | 37,5% |
| INTU | 30 Sep. 2025 | 273 | $215.023 | -47,0% |
| IWB | 31 Maret 2025 | 650 | $209.404 | Tidak lagi dilacak |
| IBM | 31 Maret 2026 | 705 | $208.828 | -2,6% |
| ZBH | 30 Juni 2025 | 1.838 | $208.025 | 10,8% |
| IBM | 30 Sep. 2025 | 705 | $207.820 | -16,3% |
| INTU | 31 Maret 2025 | 330 | $207.406 | -41,0% |
| FWONK | 31 Maret 2026 | 2.100 | $206.872 | 23,0% |
| ACN | 31 Maret 2025 | 588 | $206.853 | -40,7% |
| XLK | 31 Maret 2026 | 1.424 | $205.013 | Tidak lagi dilacak |
| ZTS | 31 Maret 2026 | 1.600 | $201.312 | -35,9% |
| ORCL | 31 Des. 2025 | 712 | $200.242 | -26,9% |
| NSC | 30 Juni 2025 | 729 | $172.664 | 35,4% |
| DOW | 31 Maret 2025 | 4.053 | $162.647 | -6,4% |
| AVGO | 30 Juni 2025 | 839 | $140.474 | 32,1% |
| UNH | 30 Sep. 2025 | 378 | $117.925 | 13,6% |
| CRDF | 30 Juni 2026 | 22.411 | $36.305 | -30,9% |
| AUTL | 31 Maret 2025 | 10.850 | $25.499 | 59,3% |
| ASML | 31 Maret 2025 | 32 | $22.179 | 164,6% |
| VORXXXX | 30 Juni 2025 | 15.300 | $10.977 | Tidak lagi dilacak |
| ATYR | 31 Des. 2025 | 11.970 | $8.636 | -33,8% |
| TLPH | 31 Maret 2025 | 14.800 | $7.757 | 138,0% |
| LCTX | 31 Maret 2025 | 12.000 | $6.030 | Tidak lagi dilacak |