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CIK: 0001985855
Total reported value
$248.9M
$248.9M
321 檔
36.9%
As reported in its official Q4 2025 Form 13F filing, Union Savings Bank's tracked investment portfolio stood at $248.9M with 321 total positions.
In Q4 2025, Union Savings Bank adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPHQ, BRK-A, SPY) accounted for 36.9% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 321 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 15.67% | +1.71% | +2.66% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 10.46% | -0.44% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.65% | -0.17% | -0.43% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.59% | +0.53% | +2.91% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | -0.24% | -0.72% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.59% | +0.39% | +12.90% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.51% | -0.04% | -0.96% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.49% | -0.16% | -5.19% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.23% | -4.71% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-Other | 1.77% | -0.01% | +9.54% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.72% | +0.05% | -0.11% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.60% | -0.61% | -1.24% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.01% | -2.97% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.08% | +4.13% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.24% | +0.14% | -11.55% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.01% | -2.33% | |
| 17 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.03% | -0.12% | -12.50% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.14% | +85.22% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.16% | -2.43% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.87% | +0.16% | -11.43% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.81% | -0.05% | -1.82% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.05% | +7.77% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.75% | -0.03% | -11.87% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.74% | -0.03% | -7.81% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | -0.10% | -3.22% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.11% | -6.46% | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 0.65% | -0.02% | -0.71% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.08% | -12.52% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.09% | +2.30% | |
| 30 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.57% | -0.01% | — | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.57% | -0.03% | +1.74% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.19% | -0.09% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.06% | -11.66% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.04% | -12.85% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.03% | +0.62% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.50% | -0.04% | -0.27% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.02% | +1.30% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | -0.08% | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.03% | +2.14% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | -0.10% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.08% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | -0.02% | -0.63% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.12% | -3.97% | |
| 44 | ENB | Enbridge Inc | Stock-Energy | 0.44% | -0.04% | -1.02% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.17% | -6.20% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.02% | -4.04% | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.43% | +0.02% | +0.91% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.42% | -0.13% | -3.59% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.42% | — | -6.47% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.40% | +0.01% | -1.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | +1.5% | +2.66% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -4.71% | Trim |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +85.22% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.7% | -1.24% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | +4.13% | Add |
| 6 | IWM | Ishares Russell 2000 ETF | +0.5% | +12.90% | Add |
| 7 | MSFT | Microsoft CORP | +0.4% | -0.72% | Trim |
| 8 | TSLA | Tesla Inc | +0.3% | +175.78% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.43% | Trim |
| 10 | AVGO | Broadcom Inc | +0.2% | -12.52% | Trim |
| 11 | IDXX | Idexx Laboratories Inc | +0.2% | -12.50% | Trim |
| 12 | VGT | Vanguard Info Tech ETF | +0.2% | -11.43% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +16.47% | Add |
| 14 | GEV | GE Vernova Inc | +0.2% | +25.30% | Add |
| 15 | AAPL | Apple Inc | +0.1% | -0.96% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | -3.51% | Trim |
| 17 | RTX | Rtx CORP | +0.1% | +0.62% | Add |
| 18 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +69.63% | Add |
| 19 | GE | General Electric | +0.1% | -4.87% | Trim |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +848.67% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | -1.46% | Trim |
| 22 | TJX | Tjx Companies Inc | +0.1% | -3.22% | Trim |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.91% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | -2.33% | Trim |
| 25 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 26 | JNJ | Johnson & Johnson | 0% | +2.14% | Trim |
| 27 | AXP | American Express Co | 0% | -1.38% | Trim |
| 28 | ORCL | Oracle CORP | 0% | -12.85% | Trim |
| 29 | GVI | Ishares Intermediate Governm | 0% | +9.54% | Add |
| 30 | LLY | Eli Lilly & Co | 0% | +7.77% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -2.97% | Trim |
| 32 | MDY | State Street Spdr S&p Midcap | -0.1% | -0.11% | Trim |
| 33 | UNH | Unitedhealth Group Inc | -0.1% | -3.85% | Trim |
| 34 | XLK | Ss Technology Select Sector | -0.1% | +100.00% | Trim |
| 35 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -17.58% | Trim |
| 36 | KMB | Kimberly-clark CORP | -0.1% | -18.64% | Trim |
| 37 | FISV | Fiserv Inc | -0.1% | — | Unchanged |
| 38 | MUB | Ishares National Muni Bond E | -0.2% | -44.17% | Trim |
| 39 | ACN | Accenture plc | -0.2% | -3.59% | Trim |
| 40 | DHR | Danaher CORP | -0.2% | -12.91% | Trim |
| 41 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | -11.87% | Trim |
| 42 | FLOT | Ishares Floating Rate Bond E | -0.2% | -6.57% | Trim |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.3% | -58.34% | Trim |
| 44 | ADP | Automatic Data Processing | -0.3% | -0.71% | Trim |
| 45 | COST | Costco Wholesale CORP | -0.3% | -2.43% | Trim |
| 46 | PG | Procter & Gamble Co/the | -0.3% | -6.46% | Trim |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | -2% | — | Unchanged |
| 48 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 49 | BIDD | Ishares International Divide | — | EXIT | Sold out |
| 50 | ZTS | Zoetis Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Union Savings Bank reported a total U.S. public equity portfolio value of $248.9M across 321 disclosed positions in Q4 2025.
During Q4 2025, Union Savings Bank's top holdings by market value included SPHQ (15.7%)、BRK-A (10.5%)、SPY (5.7%). The largest single position, SPHQ, represented 15.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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: $394.9K
Top Position Liquidated / Trimmed
BIDD
前期市值: $378.9K
In Q4 2025, Union Savings Bank made 47 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 30 holdings, and fully liquidating 2 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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