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CIK: 0001286478
Total reported value
$852.7M
$852.7M
136 檔
28.2%
In Q1 2025, United Bank's U.S. equity holdings reached a combined market value of $852.7M, distributed across 136 disclosed stock positions.
In Q1 2025, United Bank adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including HUBB, EMXC, IJR) accounted for 28.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | Stock-Industrials | 12.07% | -0.43% | — | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 5.27% | +0.03% | +6.82% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.26% | +0.49% | +1.88% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.03% | +0.04% | -8.81% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.94% | -0.40% | +3.03% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.80% | -0.29% | -5.19% | |
| 7 | UBSI | United Bankshares Inc | Stock-Financials | 3.14% | +0.06% | -2.32% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.13% | +0.06% | -0.66% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.38% | -0.71% | -7.03% | |
| 10 | IRM | Iron Mountain Inc | Stock-Real Estate | 2.06% | +0.15% | -12.10% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.00% | +0.58% | -15.81% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 1.99% | -0.24% | -14.02% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.96% | -0.10% | -11.67% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.96% | -0.21% | -14.95% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.95% | -0.33% | -11.66% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.86% | -0.15% | -13.76% | |
| 17 | GLW | Corning Inc | Stock-Tech | 1.80% | +1.55% | -21.95% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | -0.19% | -11.10% | |
| 19 | DOV | Dover CORP | Stock-Industrials | 1.68% | -0.08% | -13.57% | |
| 20 | EOG | Eog Resources Inc | Stock-Energy | 1.65% | -0.31% | -9.15% | |
| 21 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.65% | -0.13% | -15.95% | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 1.61% | -0.12% | -9.30% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.57% | +0.45% | -10.26% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 1.51% | -0.13% | -15.99% | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 1.44% | +0.21% | -19.50% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.40% | +0.18% | +3.14% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 1.26% | -0.27% | +633.20% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.21% | -0.24% | +1148.97% | |
| 29 | AFL | Aflac Inc | Stock-Financials | 1.18% | -0.01% | +2470.51% | |
| 30 | CME | Cme Group Inc | Stock-Financials | 1.15% | -0.33% | — | |
| 31 | AWK | American Water Works Co Inc | Stock-Utilities | 1.11% | -0.09% | — | |
| 32 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.09% | -0.24% | — | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.09% | -0.20% | — | |
| 34 | ITW | Illinois Tool Works | Stock-Industrials | 1.06% | -0.03% | +3894.54% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.04% | -0.25% | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.02% | -0.05% | +23.25% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.31% | -3.42% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.91% | +0.04% | -4.11% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.74% | -0.09% | -5.22% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.63% | — | +15.62% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.02% | +2.71% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.04% | — | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.50% | -0.02% | +3.97% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.03% | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.01% | -0.21% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | +0.03% | -20.99% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.01% | -21.80% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.36% | +0.50% | -12.17% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.26% | +13.95% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | — | +12.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AFL | Aflac Inc | +1.1% | +2470.51% | Add |
| 2 | PEP | Pepsico Inc | +1.1% | +1148.97% | Add |
| 3 | HON | Honeywell International Inc | +1.1% | +633.20% | Add |
| 4 | ITW | Illinois Tool Works | +1% | +3894.54% | Add |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.6% | +6.82% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.4% | +3.03% | Add |
| 7 | CVX | Chevron CORP | +0.3% | -7.03% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -0.66% | Trim |
| 9 | VO | Vanguard Mid-cap ETF | +0.2% | +23.25% | Add |
| 10 | AMGN | Amgen Inc | +0.2% | -13.76% | Trim |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -3.42% | Trim |
| 12 | V | Visa Inc-class A Shares | +0.1% | +13.95% | Add |
| 13 | KO | Coca-cola Co/the | +0.1% | -0.21% | Trim |
| 14 | WM | Waste Management Inc | +0.1% | -14.95% | Trim |
| 15 | WMT | Walmart Inc | +0.1% | +37.99% | Add |
| 16 | MCD | Mcdonald's CORP | 0% | -11.66% | Trim |
| 17 | EOG | Eog Resources Inc | 0% | -9.15% | Trim |
| 18 | IVW | Ishares S&p 500 Growth ETF | 0% | +3.14% | Add |
| 19 | GD | General Dynamics CORP | — | -9.30% | Trim |
| 20 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 21 | VTV | Vanguard Value ETF | -0.1% | -20.99% | Trim |
| 22 | IJR | Ishares Core S&p Small-cap E | -0.1% | +1.88% | Add |
| 23 | PG | Procter & Gamble Co/the | -0.1% | -11.67% | Trim |
| 24 | EFA | Ishares Msci Eafe ETF | -0.1% | -35.88% | Trim |
| 25 | MUB | Ishares National Muni Bond E | -0.1% | -35.30% | Trim |
| 26 | UBSI | United Bankshares Inc | -0.1% | -2.32% | Trim |
| 27 | TSLA | Tesla Inc | -0.1% | +2.57% | Add |
| 28 | CSCO | Cisco Systems Inc | -0.1% | -15.81% | Trim |
| 29 | TXN | Texas Instruments Inc | -0.1% | -10.26% | Trim |
| 30 | APD | Air Products & Chemicals Inc | -0.2% | -15.95% | Trim |
| 31 | AMZN | Amazon.com Inc | -0.2% | -21.80% | Trim |
| 32 | DOV | Dover CORP | -0.3% | -13.57% | Trim |
| 33 | BLK | Blackrock Inc | -0.3% | -15.99% | Trim |
| 34 | MSFT | Microsoft CORP | -0.4% | -5.19% | Trim |
| 35 | CMI | Cummins Inc | -0.4% | -19.50% | Trim |
| 36 | GLW | Corning Inc | -0.4% | -21.95% | Trim |
| 37 | IRM | Iron Mountain Inc | -0.6% | -12.10% | Trim |
| 38 | AAPL | Apple Inc | -0.6% | -8.81% | Trim |
| 39 | TGT | Target CORP | -1.1% | -95.25% | Trim |
| 40 | UPS | United Parcel Service-cl B | -1.2% | -94.32% | Trim |
| 41 | PFE | Pfizer Inc | -1.3% | -88.77% | Trim |
| 42 | DGX | Quest Diagnostics Inc | -1.5% | -93.63% | Trim |
| 43 | USB | US Bancorp | -1.7% | -95.99% | Trim |
| 44 | HUBB | Hubbell Inc | -2.3% | — | Unchanged |
| 45 | CME | Cme Group Inc | — | NEW | New buy |
| 46 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 47 | HSY | Hershey Co/the | — | NEW | New buy |
| 48 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 49 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 50 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | New buy |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $852.7M across 136 disclosed positions in Q1 2025.
During Q1 2025, United Bank's top holdings by market value included HUBB (12.1%)、EMXC (5.3%)、IJR (5.3%). The largest single position, HUBB, represented 12.1% 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.
Top New Position Initiated
CME
市值: $9.0M
Top Position Liquidated / Trimmed
AAPL
前期市值: $39.1M
In Q1 2025, United Bank made 48 total portfolio adjustments, initiating 6 new buys, adding to 12 positions, trimming 30 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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