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CIK: 0001286478
Total reported value
$852.7M
$852.7M
128 檔
31.9%
As reported in its official Q4 2025 Form 13F filing, United Bank's tracked investment portfolio stood at $852.7M with 128 total positions.
In Q4 2025, United Bank adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including HUBB, IJR, MSFT) accounted for 31.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | Stock-Industrials | 16.77% | -0.43% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.23% | +0.49% | +0.48% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.29% | -6.26% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.32% | +0.04% | -6.65% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.20% | -0.40% | +3.25% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.19% | +0.06% | -1.15% | |
| 7 | UBSI | United Bankshares Inc | Stock-Financials | 3.62% | +0.06% | +0.22% | |
| 8 | GLW | Corning Inc | Stock-Tech | 2.70% | +1.55% | -16.42% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.02% | +0.58% | -12.99% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.93% | -0.71% | -8.41% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.91% | +0.18% | — | |
| 12 | CMI | Cummins Inc | Stock-Industrials | 1.85% | +0.21% | -16.85% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.74% | -0.19% | -14.29% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.64% | -0.15% | -11.77% | |
| 15 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.63% | +0.15% | -11.05% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.60% | -0.24% | -10.92% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.57% | -0.33% | -11.93% | |
| 18 | DOV | Dover CORP | Stock-Industrials | 1.56% | -0.08% | -12.54% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.55% | -0.12% | -16.39% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.55% | -0.21% | -11.53% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | -0.10% | -9.39% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 1.36% | -0.13% | -15.85% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.22% | +0.45% | -15.51% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.12% | -0.05% | — | |
| 25 | CME | Cme Group Inc | Stock-Financials | 1.11% | -0.33% | -13.65% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.10% | -0.24% | -10.25% | |
| 27 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.09% | -0.13% | -17.14% | |
| 28 | EOG | Eog Resources Inc | Stock-Energy | 1.07% | -0.31% | -18.46% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.06% | -0.09% | +27.57% | |
| 30 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.05% | -0.20% | -17.22% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.03% | -0.24% | -17.36% | |
| 32 | AFL | Aflac Inc | Stock-Financials | 0.99% | -0.01% | -18.00% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.99% | -0.27% | -17.12% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.97% | -0.25% | -19.09% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.91% | +0.04% | +0.35% | |
| 36 | ITW | Illinois Tool Works | Stock-Industrials | 0.91% | -0.03% | -18.72% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.31% | -3.57% | |
| 38 | AWK | American Water Works Co Inc | Stock-Utilities | 0.86% | -0.09% | -19.49% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | -0.04% | +24.40% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.73% | -0.02% | +21.25% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.63% | +0.50% | -7.04% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.02% | -0.10% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | — | -1.43% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.01% | — | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.01% | — | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | +0.03% | — | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.39% | +0.19% | +3.09% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.38% | +0.03% | -94.47% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.01% | -0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | +2.1% | — | Unchanged |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.7% | +0.48% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.5% | +3.25% | Add |
| 4 | UBSI | United Bankshares Inc | +0.5% | +0.22% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.5% | -1.15% | Trim |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | +0.3% | +27.57% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +24.40% | Add |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.2% | — | Unchanged |
| 9 | AMGN | Amgen Inc | +0.2% | -11.77% | Trim |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +21.25% | Add |
| 11 | DOV | Dover CORP | +0.2% | -12.54% | Trim |
| 12 | CSCO | Cisco Systems Inc | +0.2% | -12.99% | Trim |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -3.57% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | -14.29% | Trim |
| 15 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 16 | KLAC | Kla CORP | +0.1% | -7.04% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.03% | Trim |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.54% | Trim |
| 19 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 20 | VNQ | Vanguard Real Estate ETF | +0.1% | +0.35% | Add |
| 21 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 22 | PEP | Pepsico Inc | 0% | -10.25% | Trim |
| 23 | GILD | Gilead Sciences Inc | 0% | -17.22% | Trim |
| 24 | CVX | Chevron CORP | — | -8.41% | Trim |
| 25 | T | At&t Inc | — | -1.00% | Trim |
| 26 | HD | Home Depot Inc | 0% | — | Unchanged |
| 27 | GLW | Corning Inc | 0% | -16.42% | Trim |
| 28 | WM | Waste Management Inc | 0% | -11.53% | Trim |
| 29 | MCD | Mcdonald's CORP | 0% | -11.93% | Trim |
| 30 | CME | Cme Group Inc | 0% | -13.65% | Trim |
| 31 | MUB | Ishares National Muni Bond E | 0% | -30.88% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -9.39% | Trim |
| 33 | AFL | Aflac Inc | -0.1% | -18.00% | Trim |
| 34 | HSY | Hershey Co/the | -0.1% | -17.36% | Trim |
| 35 | ABT | Abbott Laboratories | -0.1% | -10.92% | Trim |
| 36 | MSFT | Microsoft CORP | -0.1% | -6.26% | Trim |
| 37 | GD | General Dynamics CORP | -0.1% | -16.39% | Trim |
| 38 | LMT | Lockheed Martin CORP | -0.2% | -19.09% | Trim |
| 39 | TXN | Texas Instruments Inc | -0.2% | -15.51% | Trim |
| 40 | AWK | American Water Works Co Inc | -0.2% | -19.49% | Trim |
| 41 | ITW | Illinois Tool Works | -0.2% | -18.72% | Trim |
| 42 | HON | Honeywell International Inc | -0.2% | -17.12% | Trim |
| 43 | EOG | Eog Resources Inc | -0.2% | -18.46% | Trim |
| 44 | APD | Air Products & Chemicals Inc | -0.2% | -17.14% | Trim |
| 45 | BLK | Blackrock Inc | -0.2% | -15.85% | Trim |
| 46 | IRM | Iron Mountain Inc | -0.4% | -11.05% | Trim |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | -5.4% | -94.47% | Trim |
| 48 | QTUM | Defiance Quantum ETF | — | NEW | New buy |
| 49 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 50 | ORCL | Oracle CORP | — | 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 Q4 2025.
During Q4 2025, United Bank's top holdings by market value included HUBB (16.8%)、IJR (6.2%)、MSFT (4.4%). The largest single position, HUBB, represented 16.8% 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
QTUM
市值: $483.9K
Top Position Liquidated / Trimmed
ORCL
前期市值: $200.2K
In Q4 2025, United Bank made 44 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 34 holdings, and fully liquidating 1 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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