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CIK: 0001286478
Total reported value
$852.7M
$852.7M
148 檔
31.8%
The Q1 2024 SEC filing reveals that United Bank held a total portfolio value of $852.7M, covering 148 public equity positions.
During Q1 2024, United Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including HUBB, IJR, MSFT) accounted for 31.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | Stock-Industrials | 14.86% | -0.43% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.74% | +0.49% | +1.96% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.29% | -9.07% | |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.44% | +0.03% | +7.35% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.82% | +0.04% | -11.53% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.18% | -0.02% | +10.54% | |
| 7 | UBSI | United Bankshares Inc | Stock-Financials | 3.10% | +0.06% | +0.17% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.46% | +0.06% | -0.68% | |
| 9 | IRM | Iron Mountain Inc | Stock-Real Estate | 2.36% | +0.15% | -14.40% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.32% | -0.71% | -2.52% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 2.17% | — | +21.12% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 2.14% | -0.21% | -12.76% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.09% | -0.10% | -6.74% | |
| 14 | DOV | Dover CORP | Stock-Industrials | 1.97% | -0.08% | -9.65% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.95% | -0.33% | -5.91% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.95% | -0.24% | -6.44% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.94% | -0.15% | -8.79% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.87% | -0.19% | -5.80% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.84% | -0.12% | -9.04% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.82% | +0.58% | -4.74% | |
| 21 | EOG | Eog Resources Inc | Stock-Energy | 1.78% | -0.31% | +3.31% | |
| 22 | USB | US Bancorp | Stock-Financials | 1.68% | — | -5.99% | |
| 23 | TGT | Target CORP | Stock-Consumer Disc | 1.66% | — | -2.15% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.65% | +0.45% | +1.75% | |
| 25 | GLW | Corning Inc | Stock-Tech | 1.64% | +1.55% | +1.16% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 1.60% | +0.21% | -8.28% | |
| 27 | BLKCHF | Blackrock Inc | Stock-Other | 1.59% | — | -9.87% | |
| 28 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.59% | -0.13% | +10.26% | |
| 29 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.51% | — | +4.04% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 1.49% | -0.03% | +17.42% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.47% | — | +10.52% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.08% | +0.18% | +72.58% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.31% | -26.26% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.85% | +0.04% | +5.01% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | -0.05% | +8.37% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.78% | -0.09% | -9.15% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | — | +1.21% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.53% | +0.50% | +0.65% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.02% | -1.47% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | -0.04% | -10.11% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.04% | +35.44% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.01% | -9.55% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | +0.03% | -13.35% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.03% | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.01% | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.04% | — | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.29% | +0.19% | +47.03% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.02% | -18.71% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | +0.01% | +375.09% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | — | -0.41% |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $852.7M across 148 disclosed positions in Q1 2024.
During Q1 2024, United Bank's top holdings by market value included HUBB (14.9%)、IJR (4.7%)、MSFT (4.5%). The largest single position, HUBB, represented 14.9% of total portfolio value.
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In Q1 2024, United Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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