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CIK: 0001286478
Total reported value
$852.7M
$852.7M
142 檔
33.5%
During the Q3 2024 filing period, United Bank (CIK: 0001286478) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $852.7M across 142 reported positions.
United Bank executed strategic sector rebalancing during Q3 2024, establishing 2 new positions while fully exiting 3 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | Stock-Industrials | 14.30% | -0.43% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.14% | +0.49% | +3.85% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.92% | +0.03% | +4.03% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.53% | +0.04% | +0.40% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.29% | -0.58% | |
| 6 | UBSI | United Bankshares Inc | Stock-Financials | 3.22% | +0.06% | -2.10% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.14% | -0.40% | — | |
| 8 | IRM | Iron Mountain Inc | Stock-Real Estate | 3.02% | +0.15% | -1.07% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.49% | +0.06% | -1.22% | |
| 10 | GLW | Corning Inc | Stock-Tech | 2.09% | +1.55% | +0.07% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.04% | -0.10% | -0.13% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.03% | -0.71% | -0.19% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 2.00% | -0.15% | -0.26% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.97% | -0.33% | +0.93% | |
| 15 | DOV | Dover CORP | Stock-Industrials | 1.93% | -0.08% | -0.01% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.87% | -0.21% | +0.24% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.86% | +0.58% | +2.22% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.83% | -0.24% | +0.72% | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.81% | -0.13% | +0.35% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 1.80% | +0.45% | +1.35% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.78% | -0.19% | -0.24% | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 1.76% | -0.12% | -0.03% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.68% | +0.21% | +0.83% | |
| 24 | BLKCHF | Blackrock Inc | Stock-Other | 1.65% | — | +0.42% | |
| 25 | USB | US Bancorp | Stock-Financials | 1.63% | — | +1.36% | |
| 26 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.62% | — | +0.63% | |
| 27 | EOG | Eog Resources Inc | Stock-Energy | 1.57% | -0.31% | +0.35% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 1.57% | -0.03% | +3.09% | |
| 29 | TGT | Target CORP | Stock-Consumer Disc | 1.40% | — | +2.59% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.34% | — | +4.18% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | +0.18% | -3.38% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -0.31% | -1.70% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.93% | +0.04% | +0.38% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | -0.05% | +1.58% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.71% | -0.09% | -3.52% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.02% | +2.33% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | — | -7.25% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.53% | +0.50% | -0.17% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.04% | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | +0.03% | +6.99% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | -0.04% | -2.56% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | +0.03% | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.01% | -1.63% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.01% | -0.76% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.41% | -0.02% | -87.10% | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.32% | +0.19% | +11.40% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | — | -1.59% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.02% | -2.37% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | +0.01% | — | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.01% | -1.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +3.1% | NEW | New buy |
| 2 | HUBB | Hubbell Inc | +1.3% | — | Unchanged |
| 3 | IRM | Iron Mountain Inc | +0.6% | -1.07% | Trim |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.3% | +3.85% | Add |
| 5 | MCD | Mcdonald's CORP | +0.2% | +0.93% | Add |
| 6 | BLKCHF | Blackrock Inc | +0.2% | +0.42% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +0.40% | Add |
| 8 | GLW | Corning Inc | +0.2% | +0.07% | Add |
| 9 | UBSI | United Bankshares Inc | +0.2% | -2.10% | Trim |
| 10 | CMI | Cummins Inc | +0.2% | +0.83% | Add |
| 11 | MUB | Ishares National Muni Bond E | +0.2% | +424.56% | Add |
| 12 | USB | US Bancorp | +0.2% | +1.36% | Add |
| 13 | APD | Air Products & Chemicals Inc | +0.1% | +0.35% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +2.22% | Add |
| 15 | DGX | Quest Diagnostics Inc | +0.1% | +0.63% | Add |
| 16 | VNQ | Vanguard Real Estate ETF | +0.1% | +0.38% | Add |
| 17 | ABT | Abbott Laboratories | +0.1% | +0.72% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | -0.24% | Trim |
| 19 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 20 | VTV | Vanguard Value ETF | 0% | +6.99% | Add |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +4.03% | Add |
| 22 | VO | Vanguard Mid-cap ETF | 0% | +1.58% | Add |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | +11.40% | Add |
| 24 | HD | Home Depot Inc | 0% | +5.05% | Add |
| 25 | CL | Colgate-palmolive Co | 0% | NEW | New buy |
| 26 | TGT | Target CORP | 0% | +2.59% | Add |
| 27 | KO | Coca-cola Co/the | 0% | -1.63% | Trim |
| 28 | TXN | Texas Instruments Inc | 0% | +1.35% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.33% | Add |
| 30 | DOV | Dover CORP | — | -0.01% | Trim |
| 31 | PFE | Pfizer Inc | — | +3.09% | Add |
| 32 | PG | Procter & Gamble Co/the | 0% | -0.13% | Trim |
| 33 | UPS | United Parcel Service-cl B | 0% | +4.18% | Add |
| 34 | ADBE | Adobe Inc | 0% | EXIT | Sold out |
| 35 | UNP | Union Pacific CORP | 0% | EXIT | Sold out |
| 36 | GD | General Dynamics CORP | -0.1% | -0.03% | Trim |
| 37 | MDY | State Street Spdr S&p Midcap | -0.1% | -46.75% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.37% | Trim |
| 39 | IWV | Ishares Russell 3000 ETF | -0.1% | EXIT | Sold out |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -46.39% | Trim |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -29.07% | Trim |
| 42 | AMGN | Amgen Inc | -0.1% | -0.26% | Trim |
| 43 | KLAC | Kla CORP | -0.1% | -0.17% | Trim |
| 44 | JPM | Jpmorgan Chase & Co | -0.1% | -1.22% | Trim |
| 45 | EOG | Eog Resources Inc | -0.1% | +0.35% | Add |
| 46 | WM | Waste Management Inc | -0.2% | +0.24% | Add |
| 47 | CVX | Chevron CORP | -0.3% | -0.19% | Trim |
| 48 | MSFT | Microsoft CORP | -0.5% | -0.58% | Trim |
| 49 | SUB | Ishares Short-term National | -2.5% | -97.77% | Trim |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | -2.9% | -87.10% | Trim |
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 Q3 2024.
During Q3 2024, United Bank's top holdings by market value included HUBB (14.3%)、IJR (5.1%)、EMXC (4.9%). The largest single position, HUBB, represented 14.3% 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, IJR, EMXC) accounted for 33.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
AGG
市值: $27.0M
Top Position Liquidated / Trimmed
IWV
前期市值: $546.3K
In Q3 2024, United Bank made 48 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 18 holdings, and fully liquidating 3 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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