13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001286478
Total reported value
$852.7M
$852.7M
142 檔
30.2%
According to the latest 13F quarterly dataset, United Bank managed an equity portfolio of $852.7M at the end of Q2 2024, spanning 142 distinct U.S. exchange-listed positions.
During Q2 2024, United Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | Stock-Industrials | 13.01% | -0.43% | -4.38% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.89% | +0.03% | +2.94% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.88% | -0.29% | -2.89% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.81% | +0.49% | +1.12% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.35% | +0.04% | -10.79% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.32% | -0.02% | +0.69% | |
| 7 | UBSI | United Bankshares Inc | Stock-Financials | 3.06% | +0.06% | +4.84% | |
| 8 | SUB | Ishares Short-term National | ETF-Other | 2.58% | — | +14.72% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.58% | +0.06% | -0.03% | |
| 10 | IRM | Iron Mountain Inc | Stock-Real Estate | 2.46% | +0.15% | -10.41% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.31% | -0.71% | -3.53% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.07% | -0.10% | -5.94% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 2.07% | -0.15% | -6.40% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 2.04% | -0.21% | -8.23% | |
| 15 | DOV | Dover CORP | Stock-Industrials | 1.93% | -0.08% | -7.35% | |
| 16 | GLW | Corning Inc | Stock-Tech | 1.91% | +1.55% | -4.66% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 1.81% | -0.12% | -8.16% | |
| 18 | TXN | Texas Instruments Inc | Stock-Tech | 1.79% | +0.45% | -6.38% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.76% | -0.24% | -4.83% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.75% | -0.33% | -4.97% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.73% | +0.58% | -3.84% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.72% | -0.19% | -4.42% | |
| 23 | EOG | Eog Resources Inc | Stock-Energy | 1.71% | -0.31% | -6.38% | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.67% | -0.13% | -5.47% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 1.57% | -0.03% | +0.12% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 1.52% | +0.21% | -2.86% | |
| 27 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.51% | — | -6.09% | |
| 28 | USB | US Bancorp | Stock-Financials | 1.48% | — | -4.32% | |
| 29 | BLKCHF | Blackrock Inc | Stock-Other | 1.45% | — | -7.29% | |
| 30 | TGT | Target CORP | Stock-Consumer Disc | 1.38% | — | -3.79% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.37% | — | -2.28% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.20% | +0.18% | -2.00% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.31% | -1.40% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.85% | +0.04% | -0.49% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.78% | -0.09% | -3.78% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | -0.05% | -3.84% | |
| 37 | KLAC | Kla CORP | Stock-Tech | 0.60% | +0.50% | -7.83% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | — | -0.84% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.02% | +0.55% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.04% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.01% | -1.15% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.03% | — | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.04% | -3.58% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | +0.03% | -0.82% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.01% | -0.36% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.02% | +1.75% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | — | +1077.00% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.29% | +0.19% | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | +0.01% | -0.41% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.04% | -40.54% |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $852.7M across 142 disclosed positions in Q2 2024.
During Q2 2024, United Bank's top holdings by market value included HUBB (13.0%)、EMXC (4.9%)、MSFT (4.9%). The largest single position, HUBB, represented 13.0% 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 HUBB, EMXC, MSFT) accounted for 30.2% of total reported equity market value during Q2 2024.
In Q2 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.
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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.