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CIK: 0001985855
Total reported value
$248.9M
$248.9M
320 檔
37.0%
According to the latest 13F quarterly dataset, Union Savings Bank managed an equity portfolio of $248.9M at the end of Q1 2026, spanning 320 distinct U.S. exchange-listed positions.
In Q1 2026, Union Savings Bank adopted a defensive or profit-taking posture, trimming 67 positions and completely liquidating 9 holdings to manage risk exposure.
Showing top 200 holdings (of 320 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 16.09% | +1.71% | +1.27% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 10.07% | -0.44% | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.17% | +0.53% | +30.06% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.42% | -0.17% | -0.62% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.66% | +0.39% | +0.79% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.24% | +0.02% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.55% | -0.16% | -2.08% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.33% | -0.04% | -1.56% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.24% | -0.61% | -1.67% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-Other | 1.93% | -0.01% | +8.39% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | +0.23% | -2.54% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.74% | +0.05% | -1.86% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | -0.01% | -1.33% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.34% | +0.14% | +3.25% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.08% | -0.71% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.16% | -0.38% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.01% | +3.91% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.14% | +3.31% | |
| 19 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.86% | -0.12% | — | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.82% | +0.16% | — | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.79% | -0.03% | — | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.10% | -0.13% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.76% | -0.03% | -5.67% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.05% | +4.87% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.05% | -1.03% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.11% | -2.86% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.17% | -0.33% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.08% | +2.68% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.03% | -1.59% | |
| 30 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.56% | -0.01% | -3.56% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.19% | -8.16% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.09% | -0.77% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.03% | -5.01% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.06% | -0.48% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.50% | +0.03% | +81.38% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.49% | -0.02% | -6.23% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.12% | -1.85% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.48% | -0.08% | -3.14% | |
| 39 | ENB | Enbridge Inc | Stock-Energy | 0.48% | -0.04% | -5.57% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.14% | — | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.47% | -0.04% | -1.40% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.02% | -4.58% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | -0.08% | -1.12% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.44% | -0.03% | +3.49% | |
| 45 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.43% | +0.02% | -2.44% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.04% | +6.40% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.41% | -0.12% | -11.16% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | -0.02% | -5.01% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.38% | -0.03% | +4.00% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.10% | -1.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +1.6% | +30.06% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.6% | -1.67% | Trim |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | +0.4% | +1.27% | Add |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +81.38% | Add |
| 5 | CVX | Chevron CORP | +0.2% | -0.33% | Trim |
| 6 | GVI | Ishares Intermediate Governm | +0.2% | +8.39% | Add |
| 7 | COST | Costco Wholesale CORP | +0.2% | -0.38% | Trim |
| 8 | ISRG | Intuitive Surgical Inc | +0.1% | +471.43% | Add |
| 9 | GEV | GE Vernova Inc | +0.1% | +3.26% | Add |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.25% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 12 | VDE | Vanguard Energy ETF | +0.1% | — | Unchanged |
| 13 | CASY | Casey's General Stores Inc | +0.1% | +2.51% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | -1.59% | Trim |
| 15 | MCHP | Microchip Technology Inc | +0.1% | +133.50% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 17 | EOG | Eog Resources Inc | +0.1% | +8.94% | Add |
| 18 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.79% | Add |
| 19 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -2.08% | Trim |
| 20 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 21 | LMT | Lockheed Martin CORP | 0% | -11.16% | Trim |
| 22 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 23 | ENB | Enbridge Inc | 0% | -5.57% | Trim |
| 24 | LIN | Linde plc | 0% | -1.99% | Trim |
| 25 | PANW | Palo Alto Networks Inc | 0% | +34.10% | Add |
| 26 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 27 | TJX | Tjx Companies Inc | 0% | -0.13% | Trim |
| 28 | PEP | Pepsico Inc | 0% | -1.85% | Trim |
| 29 | DE | Deere & Co | 0% | — | Unchanged |
| 30 | BMY | Bristol-myers Squibb Co | 0% | -1.77% | Trim |
| 31 | SU | Suncor Energy Inc | 0% | — | Unchanged |
| 32 | VZ | Verizon Communications Inc | 0% | -0.82% | Trim |
| 33 | KO | Coca-cola Co/the | 0% | +0.42% | Add |
| 34 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 35 | LRCX | Lam Research CORP | 0% | -3.13% | Trim |
| 36 | PLAB | Photronics Inc | 0% | — | Unchanged |
| 37 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 38 | COP | Conocophillips | 0% | -13.69% | Trim |
| 39 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 40 | MO | Altria Group Inc | 0% | — | Unchanged |
| 41 | FDX | Fedex CORP | 0% | — | Unchanged |
| 42 | ES | Eversource Energy | 0% | — | Unchanged |
| 43 | DVY | Ishares Select Dividend ETF | 0% | -5.67% | Trim |
| 44 | MDY | State Street Spdr S&p Midcap | 0% | -1.86% | Trim |
| 45 | MRK | Merck & Co. Inc. | 0% | -7.73% | Trim |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +4.00% | Add |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | — | Unchanged |
| 48 | MUB | Ishares National Muni Bond E | 0% | +11.34% | Add |
| 49 | EQIX | Equinix Inc | 0% | — | Unchanged |
| 50 | TSCO | Tractor Supply Company | 0% | +18.07% | Add |
According to official SEC Form 13F filings, Union Savings Bank reported a total U.S. public equity portfolio value of $248.9M across 320 disclosed positions in Q1 2026.
During Q1 2026, Union Savings Bank's top holdings by market value included SPHQ (16.1%)、BRK-A (10.1%)、IJH (6.2%). The largest single position, SPHQ, represented 16.1% 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.
In terms of portfolio concentration, the top 5 core holdings (including SPHQ, BRK-A, IJH) accounted for 37.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
CEG
市值: $59.2K
Top Position Liquidated / Trimmed
FLOT
前期市值: $793.1K
In Q1 2026, Union Savings Bank made 111 total portfolio adjustments, initiating 6 new buys, adding to 29 positions, trimming 67 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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