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CIK: 0001286478
Total reported value
$852.7M
$852.7M
128 檔
33.9%
At the close of Q3 2025, United Bank disclosed equity holdings valued at approximately $852.7M, spread across 128 reported holdings.
In Q3 2025, United Bank adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including HUBB, EMXC, IJR) accounted for 33.9% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | Stock-Industrials | 14.66% | -0.43% | -0.33% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 5.82% | +0.03% | -3.30% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.53% | +0.49% | -1.89% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | -0.29% | -5.98% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.91% | +0.04% | -6.14% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.74% | +0.06% | -0.03% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.68% | -0.40% | -1.79% | |
| 8 | UBSI | United Bankshares Inc | Stock-Financials | 3.16% | +0.06% | -0.17% | |
| 9 | GLW | Corning Inc | Stock-Tech | 2.73% | +1.55% | -7.68% | |
| 10 | IRM | Iron Mountain Inc | Stock-Real Estate | 2.04% | +0.15% | -7.45% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.93% | -0.71% | -9.27% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.86% | +0.58% | -8.63% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 1.73% | -0.24% | -5.58% | |
| 14 | GD | General Dynamics CORP | Stock-Industrials | 1.69% | -0.12% | -8.94% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.69% | +0.18% | -0.30% | |
| 16 | CMI | Cummins Inc | Stock-Industrials | 1.66% | +0.21% | -11.04% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.64% | -0.19% | -8.38% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.60% | -0.33% | -6.52% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.59% | -0.13% | -9.74% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.58% | -0.21% | -6.49% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.50% | -0.10% | -7.66% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.44% | -0.15% | -7.04% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.38% | +0.45% | -7.07% | |
| 24 | DOV | Dover CORP | Stock-Industrials | 1.38% | -0.08% | -6.51% | |
| 25 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.31% | -0.13% | -7.94% | |
| 26 | EOG | Eog Resources Inc | Stock-Energy | 1.26% | -0.31% | -5.69% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 1.16% | -0.27% | -8.36% | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.15% | -0.24% | -8.43% | |
| 29 | CME | Cme Group Inc | Stock-Financials | 1.14% | -0.33% | -4.74% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.12% | -0.25% | -5.88% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 1.10% | -0.01% | -7.28% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.08% | -0.24% | -9.23% | |
| 33 | ITW | Illinois Tool Works | Stock-Industrials | 1.07% | -0.03% | -5.51% | |
| 34 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.04% | -0.20% | -5.83% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.03% | -0.05% | -2.74% | |
| 36 | AWK | American Water Works Co Inc | Stock-Utilities | 1.02% | -0.09% | -5.64% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.85% | +0.04% | -1.69% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.31% | -3.46% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.75% | -0.09% | +8.62% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.04% | -6.25% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | — | -19.18% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.54% | -0.02% | +6.81% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.54% | +0.50% | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.02% | -21.91% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | — | -4.75% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | +0.01% | -0.75% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.01% | -1.93% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | +0.03% | — | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.34% | +0.19% | +2.70% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.01% | -22.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | +2.6% | -0.33% | Trim |
| 2 | GLW | Corning Inc | +0.9% | -7.68% | Trim |
| 3 | MSFT | Microsoft CORP | +0.7% | -5.98% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.6% | -0.03% | Trim |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.6% | -3.30% | Trim |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.3% | -0.30% | Trim |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.3% | -1.89% | Trim |
| 8 | CMI | Cummins Inc | +0.2% | -11.04% | Trim |
| 9 | KLAC | Kla CORP | +0.2% | — | Unchanged |
| 10 | NVDA | Nvidia CORP | +0.2% | -4.75% | Trim |
| 11 | TSLA | Tesla Inc | +0.2% | -0.75% | Trim |
| 12 | APP | Applovin Corp-class A | +0.1% | — | Trim |
| 13 | GD | General Dynamics CORP | +0.1% | -8.94% | Trim |
| 14 | BLK | Blackrock Inc | +0.1% | -9.74% | Trim |
| 15 | LMT | Lockheed Martin CORP | +0.1% | -5.88% | Add |
| 16 | HSY | Hershey Co/the | +0.1% | -8.43% | Add |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +6.81% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | 0% | -6.25% | Trim |
| 19 | UBSI | United Bankshares Inc | 0% | -0.17% | Add |
| 20 | ITW | Illinois Tool Works | 0% | -5.51% | Add |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +8.62% | Add |
| 22 | VO | Vanguard Mid-cap ETF | — | -2.74% | Trim |
| 23 | CME | Cme Group Inc | 0% | -4.74% | Add |
| 24 | IRM | Iron Mountain Inc | 0% | -7.45% | Trim |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -49.70% | Trim |
| 26 | LOW | Lowe's Cos Inc | -0.1% | — | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | -0.1% | -36.26% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.1% | -30.41% | Trim |
| 29 | AMZN | Amazon.com Inc | -0.1% | -22.98% | Trim |
| 30 | AAPL | Apple Inc | -0.1% | -6.14% | Trim |
| 31 | XLK | Ss Technology Select Sector | -0.1% | — | Trim |
| 32 | V | Visa Inc-class A Shares | -0.2% | -24.25% | Trim |
| 33 | TXN | Texas Instruments Inc | -0.2% | -7.07% | Trim |
| 34 | XOM | Exxon Mobil CORP | -0.2% | -3.46% | Trim |
| 35 | VUG | Vanguard Growth ETF | -0.2% | -50.22% | Trim |
| 36 | ABT | Abbott Laboratories | -0.3% | -5.58% | Trim |
| 37 | DOV | Dover CORP | -0.3% | -6.51% | Trim |
| 38 | APD | Air Products & Chemicals Inc | -0.3% | -7.94% | Trim |
| 39 | MCD | Mcdonald's CORP | -0.3% | -6.52% | Trim |
| 40 | WM | Waste Management Inc | -0.4% | -6.49% | Trim |
| 41 | EOG | Eog Resources Inc | -0.4% | -5.69% | Trim |
| 42 | AMGN | Amgen Inc | -0.4% | -7.04% | Trim |
| 43 | CVX | Chevron CORP | -0.5% | -9.27% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.5% | -7.66% | Trim |
| 45 | RSG | Republic Services Inc | — | EXIT | Sold out |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | Sold out |
| 47 | GRMN | Garmin Ltd. | — | EXIT | Sold out |
| 48 | CAT | Caterpillar Inc | — | EXIT | Sold out |
| 49 | USB | US Bancorp | — | EXIT | Sold out |
| 50 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $852.7M across 128 disclosed positions in Q3 2025.
During Q3 2025, United Bank's top holdings by market value included HUBB (14.7%)、EMXC (5.8%)、IJR (5.5%). The largest single position, HUBB, represented 14.7% of total portfolio value.
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Top Position Liquidated / Trimmed
RSG
前期市值: $804.7K
In Q3 2025, United Bank made 49 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 36 holdings, and fully liquidating 6 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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