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CIK: 0001286478
Total reported value
$852.7M
$852.7M
138 檔
32.6%
In Q2 2025, United Bank's U.S. equity holdings reached a combined market value of $852.7M, distributed across 138 disclosed stock positions.
In Q2 2025, United Bank adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including HUBB, EMXC, IJR) accounted for 32.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | Stock-Industrials | 14.02% | -0.43% | — | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 5.65% | +0.03% | -0.57% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.21% | +0.49% | +0.68% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.63% | -0.29% | -2.35% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.73% | -0.40% | +0.28% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.46% | +0.06% | -0.86% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.37% | +0.04% | -3.69% | |
| 8 | UBSI | United Bankshares Inc | Stock-Financials | 3.11% | +0.06% | +0.18% | |
| 9 | IRM | Iron Mountain Inc | Stock-Real Estate | 2.22% | +0.15% | -3.81% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 2.07% | +0.58% | -1.87% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.97% | -0.71% | +2.82% | |
| 12 | GLW | Corning Inc | Stock-Tech | 1.91% | +1.55% | -1.92% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.87% | -0.24% | -2.41% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.76% | -0.21% | -3.03% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | -0.10% | -1.81% | |
| 16 | TXN | Texas Instruments Inc | Stock-Tech | 1.69% | +0.45% | -0.92% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.65% | -0.33% | -3.73% | |
| 18 | DOV | Dover CORP | Stock-Industrials | 1.62% | -0.08% | -1.64% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.60% | -0.12% | -1.28% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.59% | -0.13% | +0.85% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.55% | +0.18% | -0.86% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.54% | -0.15% | -1.44% | |
| 23 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.48% | -0.13% | -0.06% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.48% | -0.19% | -1.50% | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 1.45% | +0.21% | +2.47% | |
| 26 | EOG | Eog Resources Inc | Stock-Energy | 1.43% | -0.31% | -0.95% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 1.40% | -0.27% | +7.46% | |
| 28 | CME | Cme Group Inc | Stock-Financials | 1.23% | -0.33% | +9.76% | |
| 29 | AFL | Aflac Inc | Stock-Financials | 1.13% | -0.01% | +7.05% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.12% | -0.24% | +12.38% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.12% | -0.24% | +12.41% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.11% | -0.25% | +9.58% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.10% | -0.20% | +9.00% | |
| 34 | AWK | American Water Works Co Inc | Stock-Utilities | 1.09% | -0.09% | +10.16% | |
| 35 | ITW | Illinois Tool Works | Stock-Industrials | 1.08% | -0.03% | +7.98% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.01% | -0.05% | -2.49% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.84% | +0.04% | +0.18% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.31% | -8.36% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.69% | -0.09% | +0.40% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | — | +2.01% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.02% | -1.92% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.04% | — | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.51% | -0.02% | +7.08% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.03% | -12.29% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.45% | +0.50% | — | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.01% | -2.33% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | — | -1.81% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.35% | +0.03% | -10.88% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.01% | -14.92% | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.32% | +0.19% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | +2% | — | Unchanged |
| 2 | MSFT | Microsoft CORP | +0.8% | -2.35% | Trim |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | -0.57% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | -0.86% | Trim |
| 5 | IRM | Iron Mountain Inc | +0.2% | -3.81% | Trim |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -0.86% | Trim |
| 7 | HON | Honeywell International Inc | +0.1% | +7.46% | Add |
| 8 | TXN | Texas Instruments Inc | +0.1% | -0.92% | Trim |
| 9 | GLW | Corning Inc | +0.1% | -1.92% | Trim |
| 10 | NVDA | Nvidia CORP | +0.1% | -1.81% | Trim |
| 11 | KLAC | Kla CORP | +0.1% | — | Unchanged |
| 12 | BLK | Blackrock Inc | +0.1% | +0.85% | Add |
| 13 | CME | Cme Group Inc | +0.1% | +9.76% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -1.87% | Trim |
| 15 | LMT | Lockheed Martin CORP | +0.1% | +9.58% | Add |
| 16 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | NEW | New buy |
| 17 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 18 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 19 | HSY | Hershey Co/the | 0% | +12.41% | Add |
| 20 | ITW | Illinois Tool Works | 0% | +7.98% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 22 | CMI | Cummins Inc | 0% | +2.47% | Add |
| 23 | GILD | Gilead Sciences Inc | 0% | +9.00% | Add |
| 24 | VB | Vanguard Small-cap ETF | 0% | +2.01% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.92% | Trim |
| 26 | GD | General Dynamics CORP | 0% | -1.28% | Trim |
| 27 | VO | Vanguard Mid-cap ETF | 0% | -2.49% | Trim |
| 28 | AWK | American Water Works Co Inc | 0% | +10.16% | Add |
| 29 | UBSI | United Bankshares Inc | 0% | +0.18% | Add |
| 30 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.68% | Add |
| 31 | ABBV | Abbvie Inc | -0.1% | -10.80% | Trim |
| 32 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -42.71% | Trim |
| 34 | DOV | Dover CORP | -0.1% | -1.64% | Trim |
| 35 | USB | US Bancorp | -0.1% | EXIT | Sold out |
| 36 | UPS | United Parcel Service-cl B | -0.1% | EXIT | Sold out |
| 37 | V | Visa Inc-class A Shares | -0.1% | -26.38% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | -37.40% | Trim |
| 39 | LOW | Lowe's Cos Inc | -0.1% | -77.79% | Trim |
| 40 | XLK | Ss Technology Select Sector | -0.1% | EXIT | Sold out |
| 41 | APD | Air Products & Chemicals Inc | -0.2% | -0.06% | Trim |
| 42 | WM | Waste Management Inc | -0.2% | -3.03% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.2% | -8.36% | Trim |
| 44 | EOG | Eog Resources Inc | -0.2% | -0.95% | Trim |
| 45 | JNJ | Johnson & Johnson | -0.3% | -1.50% | Trim |
| 46 | PG | Procter & Gamble Co/the | -0.3% | -1.81% | Trim |
| 47 | MCD | Mcdonald's CORP | -0.3% | -3.73% | Trim |
| 48 | AMGN | Amgen Inc | -0.3% | -1.44% | Trim |
| 49 | CVX | Chevron CORP | -0.4% | +2.82% | Add |
| 50 | AAPL | Apple Inc | -0.7% | -3.69% | Trim |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $852.7M across 138 disclosed positions in Q2 2025.
During Q2 2025, United Bank's top holdings by market value included HUBB (14.0%)、EMXC (5.7%)、IJR (5.2%). The largest single position, HUBB, represented 14.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
SDY
市值: $614.7K
Top Position Liquidated / Trimmed
XLK
前期市值: $1.1M
In Q2 2025, United Bank made 46 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 27 holdings, and fully liquidating 4 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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