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CIK: 0001286478
Total reported value
$852.7M
$852.7M
121 檔
32.7%
According to the latest 13F quarterly dataset, United Bank managed an equity portfolio of $852.7M at the end of Q1 2026, spanning 121 distinct U.S. exchange-listed positions.
In Q1 2026, United Bank adopted a defensive or profit-taking posture, trimming 61 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | Stock-Industrials | 17.97% | -0.43% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.77% | +0.49% | -7.59% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.36% | -0.40% | +7.82% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.82% | +0.04% | -2.32% | |
| 5 | UBSI | United Bankshares Inc | Stock-Financials | 3.77% | +0.06% | -0.36% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.70% | +0.06% | -0.22% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.29% | +0.17% | |
| 8 | GLW | Corning Inc | Stock-Tech | 2.91% | +1.55% | -28.43% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.39% | -0.71% | -5.60% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 1.86% | +0.58% | -5.63% | |
| 11 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.85% | +0.15% | -4.95% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.81% | -0.19% | -9.07% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.63% | -0.15% | -4.13% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 1.59% | +0.21% | -15.47% | |
| 15 | DOV | Dover CORP | Stock-Industrials | 1.55% | -0.08% | -4.01% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.54% | -0.21% | -1.88% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.53% | -0.33% | -0.67% | |
| 18 | EOG | Eog Resources Inc | Stock-Energy | 1.51% | -0.31% | +6.22% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.44% | -0.10% | +5.10% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.42% | -0.12% | -7.28% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.39% | -0.24% | +9.32% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.30% | +0.45% | -1.86% | |
| 23 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.27% | -0.13% | +2.24% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.24% | -0.24% | +7.25% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.20% | -0.13% | +1.10% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.31% | -2.94% | |
| 27 | CME | Cme Group Inc | Stock-Financials | 1.14% | -0.33% | -1.72% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 1.11% | -0.27% | +0.22% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.11% | -0.20% | -4.20% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | +0.18% | -35.10% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.09% | -0.24% | -3.98% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.07% | -0.25% | -8.89% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.06% | -0.05% | -1.69% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.02% | -0.09% | -0.71% | |
| 35 | AFL | Aflac Inc | Stock-Financials | 1.02% | -0.01% | +6.84% | |
| 36 | AWK | American Water Works Co Inc | Stock-Utilities | 0.99% | -0.09% | +13.91% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.98% | -0.03% | +5.14% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.92% | +0.04% | +3.40% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.26% | +432.98% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.80% | -0.02% | +13.60% | |
| 41 | ATO | Atmos Energy CORP | Stock-Utilities | 0.65% | +0.10% | — | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.64% | +0.12% | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.04% | -19.61% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.61% | +0.50% | -16.67% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | — | -4.65% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.01% | -1.62% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | — | -5.58% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.40% | +0.19% | +0.89% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.01% | -0.78% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.34% | +0.03% | -16.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | +1.2% | — | Unchanged |
| 2 | V | Visa Inc-class A Shares | +0.7% | +432.98% | Add |
| 3 | CVX | Chevron CORP | +0.5% | -5.60% | Trim |
| 4 | EOG | Eog Resources Inc | +0.4% | +6.22% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.3% | -2.94% | Trim |
| 6 | IRM | Iron Mountain Inc | +0.2% | -4.95% | Trim |
| 7 | GLW | Corning Inc | +0.2% | -28.43% | Trim |
| 8 | APD | Air Products & Chemicals Inc | +0.2% | +2.24% | Add |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.2% | +7.82% | Add |
| 10 | UBSI | United Bankshares Inc | +0.2% | -0.36% | Trim |
| 11 | PEP | Pepsico Inc | +0.1% | +7.25% | Add |
| 12 | AWK | American Water Works Co Inc | +0.1% | +13.91% | Add |
| 13 | HON | Honeywell International Inc | +0.1% | +0.22% | Add |
| 14 | LMT | Lockheed Martin CORP | +0.1% | -8.89% | Trim |
| 15 | TXN | Texas Instruments Inc | +0.1% | -1.86% | Trim |
| 16 | JNJ | Johnson & Johnson | +0.1% | -9.07% | Trim |
| 17 | ITW | Illinois Tool Works | +0.1% | +5.14% | Add |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +13.60% | Add |
| 19 | HSY | Hershey Co/the | +0.1% | -3.98% | Trim |
| 20 | GILD | Gilead Sciences Inc | +0.1% | -4.20% | Trim |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | +21.33% | Add |
| 22 | PG | Procter & Gamble Co/the | 0% | +5.10% | Add |
| 23 | CME | Cme Group Inc | 0% | -1.72% | Trim |
| 24 | AFL | Aflac Inc | 0% | +6.84% | Add |
| 25 | VZ | Verizon Communications Inc | 0% | -2.32% | Trim |
| 26 | KO | Coca-cola Co/the | 0% | -1.62% | Trim |
| 27 | AEP | American Electric Power | 0% | — | Unchanged |
| 28 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 29 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 30 | VNQ | Vanguard Real Estate ETF | 0% | +3.40% | Add |
| 31 | T | At&t Inc | 0% | -0.15% | Trim |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | +0.89% | Add |
| 33 | PFE | Pfizer Inc | 0% | +0.29% | Add |
| 34 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 35 | IEFA | Ishares Core Msci Eafe ETF | 0% | +15.32% | Add |
| 36 | ED | Consolidated Edison Inc | 0% | — | Unchanged |
| 37 | INTC | Intel CORP | 0% | — | Unchanged |
| 38 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 39 | MRK | Merck & Co. Inc. | 0% | -0.48% | Trim |
| 40 | DUK | Duke Energy CORP | 0% | -3.67% | Trim |
| 41 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 42 | SO | Southern Co/the | — | -2.42% | Trim |
| 43 | COST | Costco Wholesale CORP | — | +5.47% | Add |
| 44 | DE | Deere & Co | — | — | Unchanged |
| 45 | MO | Altria Group Inc | — | -5.88% | Trim |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 47 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 48 | D | Dominion Energy Inc | — | -12.32% | Trim |
| 49 | NEE | Nextera Energy Inc | — | -9.91% | Trim |
| 50 | TRVI | Trevi Therapeutics Inc | — | — | Unchanged |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $852.7M across 121 disclosed positions in Q1 2026.
During Q1 2026, United Bank's top holdings by market value included HUBB (18.0%)、IJR (5.8%)、AGG (4.4%). The largest single position, HUBB, represented 18.0% 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, AGG) accounted for 32.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
ATO
市值: $5.1M
Top Position Liquidated / Trimmed
NFLX
前期市值: $440.7K
In Q1 2026, United Bank made 100 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 61 holdings, and fully liquidating 12 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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