UB
United Bank Investment Portfolio (Q2 2026) — 13F Stock Holdings
United BankCIK: 0001286478
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$852.7M
Reporting period: 2026-06-30 · Number of holdings: 254
UNITED BANK disclosed 254 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $852.7M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 19.71
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 60.28
- Diversification
- 100
- Sizing Uniformity
- 76.66
United Bank's disclosed holdings carry a Herfindahl concentration index of 0.049 — mathematically equivalent to about 20 equally-sized positions, well below its 254 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.33), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd GLW
-10.9% $15.3M
Trim CVX
-4.0% -$4.3M
Add CSCO
-5.3% $6.3M
Add KLAC
+861.3% $4.7M
Add IJR
-0.7% $8.3M
Add TXN
-4.4% $4.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 130 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | Stock-Industrials | 17.54% | -0.43% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.26% | +0.49% | -0.71% | |
| 3 | GLW | Corning Inc | Stock-Tech | 4.46% | +1.55% | -10.88% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.96% | -0.40% | -0.62% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.86% | +0.04% | -3.19% | |
| 6 | UBSI | United Bankshares Inc | Stock-Financials | 3.83% | +0.06% | +0.34% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.76% | +0.06% | -0.35% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | -0.29% | -1.19% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.44% | +0.58% | -5.31% | |
| 10 | IRM | Iron Mountain Inc | Stock-Real Estate | 2.00% | +0.15% | -4.88% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 1.80% | +0.21% | -7.09% | |
| 12 | TXN | Texas Instruments Inc | Stock-Tech | 1.75% | +0.45% | -4.42% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.68% | -0.71% | -4.01% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.19% | -5.50% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.48% | -0.15% | -4.18% | |
| 16 | DOV | Dover CORP | Stock-Industrials | 1.47% | -0.08% | -3.80% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | -0.10% | -0.27% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 1.33% | -0.21% | -2.77% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.30% | -0.12% | -3.49% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.28% | +0.18% | +3.83% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.21% | -0.33% | -1.34% | |
| 22 | EOG | Eog Resources Inc | Stock-Energy | 1.20% | -0.31% | -3.02% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.15% | -0.24% | +2.44% | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.14% | -0.13% | -2.78% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 1.11% | +0.50% | +861.34% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.26% | +26.15% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 1.07% | -0.13% | -2.40% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.01% | -0.05% | +271.63% | |
| 29 | AFL | Aflac Inc | Stock-Financials | 1.01% | -0.01% | +0.58% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | -0.24% | +0.97% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.96% | +0.04% | +5.00% | |
| 32 | ITW | Illinois Tool Works | Stock-Industrials | 0.95% | -0.03% | +1.70% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.93% | -0.09% | -0.53% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.91% | -0.20% | -1.13% | |
| 35 | AWK | American Water Works Co Inc | Stock-Utilities | 0.90% | -0.09% | +2.87% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.31% | +0.41% | |
| 37 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.85% | -0.24% | +0.46% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.84% | -0.27% | +2.07% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.82% | -0.25% | -1.69% | |
| 40 | CME | Cme Group Inc | Stock-Financials | 0.81% | -0.33% | +3.94% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.78% | -0.02% | +7.44% | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.76% | +0.12% | +36.22% | |
| 43 | ATO | Atmos Energy CORP | Stock-Utilities | 0.75% | +0.10% | +34.49% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | — | -4.48% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.59% | +0.19% | +37.20% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.04% | -11.33% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.01% | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | — | -3.95% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.01% | — | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | +0.03% | +4.79% |
1–50 of 130
Portfolio Performance
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+22.1%
- Stdev
- +11.9%
- Beta
- +0.74
- Alpha
- +1.9%
- Max Drawdown
- -10.3%
- Annualized Perf
- +17.2%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.59
- Stutzer
- +0.4
- Treynor
- +0.23
- Sterling
- +1.06
- Calmar
- +1.67
- Information Ratio
- -0.43
- Tracking Error
- +7.8%
- Stdev Down
- +6.4%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +34.5%
- Worst 12 Months
- +3%
- Efficiency Ratio
- +0.54
- Sharpe
- +1.41
- Stdev Sectors
- +10%
- Skewness
- -0.43
- Kurtosis
- -0.76
- Upside Potential
- +4.2
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 254 | $852.7M | 0 | ||
| 2026 Q1 | 239 | $780.8M | 14 | ||
| 2025 Q4 | 243 | $757.1M | 14 | ||
| 2025 Q3 | 245 | $839.1M | 16 | ||
| 2025 Q2 | 257 | $835.3M | 0 | ||
| 2025 Q1 | 264 | $786.1M | 29 | ||
| 2024 Q4 | 253 | $838.9M | 100 | ||
| 2024 Q3 | 262 | $859.3M | 0 | ||
| 2024 Q2 | 277 | $805.9M | 0 | ||
| 2024 Q1 | 284 | $837.8M | 0 | ||
| 2023 Q4 | 280 | $796.6M | 0 | ||
| 2023 Q3 | 276 | $761.2M | 0 | ||
| 2023 Q2 | 286 | $813.4M | 0 | ||
| 2023 Q1 | 292 | $782.7M | 0 | ||
| 2022 Q4 | 292 | $713.5M | 0 | ||
| 2022 Q3 | 297 | $649.6M | 0 | ||
| 2022 Q2 | 283 | $666.9M | 0 | ||
| 2022 Q1 | 296 | $760.3M | 0 | ||
| 2021 Q4 | 303 | $813.8M | 0 | ||
| 2021 Q3 | 304 | $746.8M | 0 | ||
| 2021 Q2 | 301 | $743.7M | 100 | ||
| 2021 Q1 | 311 | $728.1M | 19 | ||
| 2020 Q4 | 307 | $668.6M | 18 | ||
| 2020 Q3 | 271 | $572.8M | 11 | ||
| 2020 Q2 | 253 | $551.8M | 20 | ||
| 2020 Q1 | 231 | $460.8M | 26 | ||
| 2019 Q4 | 273 | $577.2M | 16 | ||
| 2019 Q3 | 276 | $547.0M | 16 | ||
| 2019 Q2 | 276 | $598.4M | 20 | ||
| 2019 Q1 | 262 | $555.1M | 41 | ||
| 2018 Q4 | 282 | $481.6M | 37 | ||
| 2018 Q3 | 261 | $475.3M | 19 | ||
| 2018 Q2 | 240 | $431.4M | 18 | ||
| 2018 Q1 | 246 | $432.7M | 23 | ||
| 2017 Q4 | 270 | $407.1M | 100 | ||
| 2017 Q3 | 72 | $104.6M | 25 | ||
| 2017 Q2 | 83 | $102.8M | 22 | ||
| 2017 Q1 | 95 | $97.4M | 27 | ||
| 2016 Q4 | 97 | $82.3M | 18 | ||
| 2016 Q3 | 112 | $93.5M | 15 | ||
| 2016 Q2 | 116 | $101.4M | 18 | ||
| 2016 Q1 | 105 | $99.8M | 38 | ||
| 2015 Q4 | 99 | $82.8M | 20 | ||
| 2015 Q3 | 94 | $73.1M | 34 | ||
| 2015 Q2 | 82 | $68.9M | 29 | ||
| 2015 Q1 | 67 | $63.2M | 50 | ||
| 2014 Q4 | 60 | $42.5M | 69 | ||
| 2014 Q3 | 46 | $21.0M | 63 | ||
| 2014 Q2 | 34 | $12.0M | 15 | ||
| 2014 Q1 | 38 | $11.4M | 33 | ||
| 2013 Q4 | 38 | $11.8M | 17 | ||
| 2013 Q3 | 36 | $10.0M | 17 | ||
| 2013 Q2 | 38 | $9.8M | — |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
United Bank's most significant position changes for 2026-06-30: New buy: Dell Technologies -c (DELL); New buy: ; New buy: Ciena CORP (CIEN); New buy: Intl Business Machines CORP (IBM); Sold out: Ishares Biotechnology ETF (IBB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1.6% | -10.88% | Trim |
| 2 | CSCO | Cisco Systems Inc | +0.6% | -5.31% | Trim |
| 3 | KLAC | Kla CORP | +0.5% | +861.34% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.5% | -0.71% | Trim |
| 5 | TXN | Texas Instruments Inc | +0.5% | -4.42% | Trim |
| 6 | V | Visa Inc-class A Shares | +0.3% | +26.15% | Add |
| 7 | MU | Micron Technology Inc | +0.2% | -1.12% | Trim |
| 8 | CMI | Cummins Inc | +0.2% | -7.09% | Trim |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | +0.2% | +37.20% | Add |
| 10 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +3.83% | Add |
| 11 | IRM | Iron Mountain Inc | +0.2% | -4.88% | Trim |
| 12 | SYK | Stryker CORP | +0.1% | +36.22% | Add |
| 13 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 14 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 15 | AMD | Advanced Micro Devices | +0.1% | +18.37% | Add |
| 16 | ATO | Atmos Energy CORP | +0.1% | +34.49% | Add |
| 17 | ✓ | +0.1% | NEW | New buy | |
| 18 | UBSI | United Bankshares Inc | +0.1% | +0.34% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -0.35% | Trim |
| 20 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +37.58% | Add |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +51.89% | Add |
| 22 | AAPL | Apple Inc | 0% | -3.19% | Trim |
| 23 | VNQ | Vanguard Real Estate ETF | 0% | +5.00% | Add |
| 24 | LLY | Eli Lilly & Co | 0% | -1.96% | Trim |
| 25 | CIEN | Ciena CORP | 0% | NEW | New buy |
| 26 | IBM | Intl Business Machines CORP | 0% | NEW | New buy |
| 27 | VUG | Vanguard Growth ETF | 0% | +519.28% | Add |
| 28 | VTV | Vanguard Value ETF | 0% | +4.79% | Add |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -5.01% | Trim |
| 30 | EEM | Ishares Msci Emerging Market | 0% | NEW | New buy |
| 31 | XLK | Ss Technology Select Sector | 0% | NEW | New buy |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | -3.18% | Trim |
| 34 | BIV | Vanguard Intermediate-term B | 0% | +18.21% | Add |
| 35 | APP | Applovin Corp-class A | 0% | -2.53% | Trim |
| 36 | GE | General Electric | 0% | +3.17% | Add |
| 37 | TRVI | Trevi Therapeutics Inc | 0% | — | Unchanged |
| 38 | CSX | Csx CORP | 0% | NEW | New buy |
| 39 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 40 | QTUM | Defiance Quantum ETF | 0% | -0.85% | Trim |
| 41 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 42 | KZIA | Kazia Therapeutics-spon Adr | 0% | NEW | New buy |
| 43 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 44 | GOOG | Alphabet Inc-cl C | 0% | -4.06% | Trim |
| 45 | AMZN | Amazon.com Inc | 0% | -2.34% | Trim |
| 46 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 47 | GEV | GE Vernova Inc | 0% | +3.04% | Add |
| 48 | MS | Morgan Stanley | 0% | -0.88% | Trim |
| 49 | CAT | Caterpillar Inc | 0% | -8.73% | Trim |
| 50 | MMM | 3m Co | 0% | +11.88% | Add |
1–50 of 132
Filing History
FAQ
What is United Bank and what type of investor is it?
United Bank is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $852.7M, spread across 254 disclosed positions.
What are United Bank's largest equity positions?
Based on the latest 13F filing, United Bank's top holdings by market value are:
1. Hubbell Inc (HUBB) — $149.6M (17.5%)
2. Ishares Core S&p Small-cap E (IJR) — $53.4M (6.3%)
3. Corning Inc (GLW) — $38.0M (4.5%)
4. Ishares Core U.s. Aggregate (AGG) — $33.7M (4.0%)
5. Apple Inc (AAPL) — $32.9M (3.9%)
What changes did United Bank make in its most recent portfolio filing?
In the latest reported quarter, United Bank made 101 notable position adjustments: 11 new positions were initiated, 37 existing holdings were added to, 51 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Dell Technologies -c (DELL); New buy: ; New buy: Ciena CORP (CIEN); New buy: Intl Business Machines CORP (IBM); Sold out: Ishares Biotechnology ETF (IBB)
What sectors does United Bank focus on?
United Bank is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 33.3%
• Information Technology: 22.9%
• Financials: 15.3%
• Health Care: 8.5%
• Consumer Staples: 4.9%
• Energy: 4.7%
Investment Profile
United Bank returned an annualized 17.2% over the trailing 36 months — outperforming the S&P 500 by 1.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.74 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 33.3% of the portfolio concentrated in Industrials.
It has added to its HUBB position over the past two quarters (+$22.6M, now $149.6M), while trimming MSFT over the same stretch (-$7.8M, still holding $25.3M).
Peer Institutions
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Sector conviction84.6
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CC
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MS
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Developer Access
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REST API
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