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CIK: 0001985855
Total reported value
$248.9M
$248.9M
282 檔
35.1%
As reported in its official Q2 2025 Form 13F filing, Union Savings Bank's tracked investment portfolio stood at $248.9M with 282 total positions.
In Q2 2025, Union Savings Bank adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPHQ, BRK-A, SPY) accounted for 35.1% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 15.40% | +1.71% | +7.41% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 10.58% | -0.44% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.58% | -0.17% | -3.19% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.51% | +0.53% | -1.81% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.24% | -1.62% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.61% | -0.16% | -2.16% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.17% | +0.39% | +0.15% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.05% | -0.04% | -1.90% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.74% | +0.05% | -3.19% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-Other | 1.70% | -0.01% | +2.56% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.59% | -0.61% | +94.79% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.01% | -13.17% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.23% | -0.09% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.36% | +0.14% | +2.63% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +0.08% | +0.26% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.01% | +0.42% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.05% | -0.16% | -1.26% | |
| 18 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.98% | -0.12% | — | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.96% | +0.16% | +17.02% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.88% | -0.03% | -4.22% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.05% | -0.59% | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 0.84% | -0.02% | -1.89% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.04% | +0.14% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.82% | -0.03% | -0.29% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.11% | -4.22% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.09% | -2.62% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.66% | -0.03% | +1.84% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.65% | -0.10% | +1.31% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.08% | -4.20% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.06% | -4.67% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 0.60% | -0.04% | -1.20% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.19% | -1.91% | |
| 33 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.58% | -0.01% | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.02% | -1.01% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.14% | +72.04% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.05% | -20.38% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.10% | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | -0.08% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.17% | +21.88% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.12% | -0.27% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.46% | -0.13% | -6.32% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.03% | — | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | — | -5.85% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | -0.02% | -10.68% | |
| 45 | ENB | Enbridge Inc | Stock-Energy | 0.45% | -0.04% | +2.58% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.02% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | -0.08% | -4.57% | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.41% | +0.02% | -3.83% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.03% | -3.00% | |
| 50 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.39% | — | -27.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | +1.2% | +7.41% | Add |
| 2 | MSFT | Microsoft CORP | +1% | -1.62% | Trim |
| 3 | XOM | Exxon Mobil CORP | +0.7% | +94.79% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +0.26% | Add |
| 5 | ORCL | Oracle CORP | +0.3% | +0.14% | Add |
| 6 | VGT | Vanguard Info Tech ETF | +0.3% | +17.02% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +72.04% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | -4.20% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.09% | Trim |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -3.19% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.2% | +0.42% | Add |
| 12 | IDXX | Idexx Laboratories Inc | +0.2% | — | Unchanged |
| 13 | GEV | GE Vernova Inc | +0.2% | +113.59% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -2.62% | Trim |
| 15 | BX | Blackstone Inc | +0.1% | +1.84% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 17 | GE | General Electric | +0.1% | -1.94% | Trim |
| 18 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.15% | Add |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -4.67% | Trim |
| 20 | NBTB | N B T Bancorp Inc | +0.1% | +69.14% | Add |
| 21 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 22 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 23 | CAT | Caterpillar Inc | +0.1% | -5.49% | Trim |
| 24 | INTU | Intuit Inc | 0% | — | Unchanged |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | +6.89% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | 0% | +2.63% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 28 | CVX | Chevron CORP | 0% | +21.88% | Add |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.81% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | 0% | -13.17% | Trim |
| 31 | MDY | State Street Spdr S&p Midcap | 0% | -3.19% | Trim |
| 32 | DOW | Dow Inc | -0.1% | -86.15% | Trim |
| 33 | GVI | Ishares Intermediate Governm | -0.1% | +2.56% | Add |
| 34 | FISV | Fiserv Inc | -0.1% | — | Unchanged |
| 35 | TGT | Target CORP | -0.1% | -44.36% | Trim |
| 36 | LOW | Lowe's Cos Inc | -0.1% | -19.84% | Trim |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -2.22% | Trim |
| 38 | ABBV | Abbvie Inc | -0.1% | -4.57% | Trim |
| 39 | ZTS | Zoetis Inc | -0.1% | -94.39% | Trim |
| 40 | MUB | Ishares National Muni Bond E | -0.1% | -33.57% | Trim |
| 41 | BMY | Bristol-myers Squibb Co | -0.1% | -3.35% | Trim |
| 42 | XLK | Ss Technology Select Sector | -0.1% | -91.71% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | -27.82% | Trim |
| 44 | ACN | Accenture plc | -0.2% | -6.32% | Trim |
| 45 | FLOT | Ishares Floating Rate Bond E | -0.2% | -27.04% | Trim |
| 46 | DHR | Danaher CORP | -0.2% | -34.76% | Trim |
| 47 | PG | Procter & Gamble Co/the | -0.2% | -4.22% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.3% | -20.38% | Trim |
| 49 | AAPL | Apple Inc | -0.3% | -1.90% | Trim |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -1.9% | — | Unchanged |
According to official SEC Form 13F filings, Union Savings Bank reported a total U.S. public equity portfolio value of $248.9M across 282 disclosed positions in Q2 2025.
During Q2 2025, Union Savings Bank's top holdings by market value included SPHQ (15.4%)、BRK-A (10.6%)、SPY (5.6%). The largest single position, SPHQ, represented 15.4% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
PANW
市值: $209.5K
Top Position Liquidated / Trimmed
SPY
前期市值: $11.1M
In Q2 2025, Union Savings Bank made 43 total portfolio adjustments, initiating 1 new buys, adding to 15 positions, trimming 27 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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