UB
United Bank SEC 13F Holdings (Q2 2026) — Top Position: SS TECHNOLOGY SELECT SECTOR
United BankCIK: 0001697791
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$328.9M
Reporting period: 2026-06-30 · Number of holdings: 122
United Bank disclosed 122 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $328.9M and a quarterly turnover rate of 21.3%.
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Personality snowflake
- Concentration
- 8.58
- Portfolio Stability
- 21.29
- Momentum
- 100
- Sector conviction
- 50.15
- Diversification
- 100
- Sizing Uniformity
- 87.23
United Bank's disclosed holdings carry a Herfindahl concentration index of 0.021 — mathematically equivalent to about 47 equally-sized positions, well below its 122 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.28), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 67% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AMD
-4.1% $6.3M
Add IJH
+60.1% $4.8M
Add XLK
+1.2% $5.0M
Trim ABT
-64.9% -$2.4M
Trim GUNR
-0.5% -$1.3M
Add PANW
-7.2% $2.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 4.89% | +1.20% | +1.19% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.81% | +0.52% | -1.29% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.22% | +0.14% | -0.80% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.03% | +0.20% | +0.32% | |
| 5 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 3.72% | -0.19% | +3.92% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.22% | +1.30% | +60.10% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.20% | +0.12% | -0.72% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-Other | 3.15% | -0.73% | -0.51% | |
| 9 | HYGV | Flexshares High Yield Value | ETF-High Yield | 3.06% | -0.16% | +3.38% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 3.00% | +1.80% | -4.13% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.82% | +0.02% | -0.79% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.42% | -6.09% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.29% | -0.02% | +1.58% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.15% | -0.05% | +3.19% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.74% | +0.04% | -8.11% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.72% | -0.28% | +0.50% | |
| 17 | SO | Southern Co/the | Stock-Utilities | 1.64% | -0.14% | +2.08% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.60% | +0.44% | +0.65% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.50% | +0.13% | +0.08% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.43% | +30.71% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.20% | -3.38% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.34% | +0.01% | -0.78% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.32% | -0.07% | +1.76% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.29% | +0.58% | -7.23% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.26% | -0.24% | +5.92% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.16% | +0.28% | -4.13% | |
| 27 | QLV | Flexshares US Quality Low Vo | ETF-Other | 1.09% | +0.02% | +5.63% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | +0.12% | -3.54% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.05% | -0.07% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.41% | -6.69% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.90% | -0.09% | +5.12% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 0.90% | +0.13% | +1.79% | |
| 33 | TFC | Truist Financial CORP | Stock-Financials | 0.89% | -0.02% | -1.13% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.03% | +1.58% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.07% | +2.36% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.77% | +0.16% | +12.66% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.17% | -3.68% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.77% | -0.09% | -5.68% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.01% | +8.20% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.72% | +0.50% | +6.58% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.08% | -3.20% | |
| 42 | COR | Cencora Inc | Stock-Healthcare | 0.69% | -0.11% | +4.85% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.69% | +0.11% | +8.71% | |
| 44 | CVS | Cvs Health CORP | Stock-Healthcare | 0.68% | +0.25% | +21.66% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | +0.06% | +38.93% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.22% | -6.67% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.60% | -0.10% | -7.50% | |
| 48 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.58% | -0.12% | -5.24% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | -0.04% | +1.92% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | +0.01% | +0.69% |
1–50 of 122
Portfolio Performance
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+19.4%
- Stdev
- +10.8%
- Beta
- +0.81
- Alpha
- +0.5%
- Max Drawdown
- -6.4%
- Annualized Perf
- +17.3%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +3.07
- Stutzer
- +0.45
- Treynor
- +0.21
- Sterling
- +1.18
- Calmar
- +2.72
- Information Ratio
- -0.9
- Tracking Error
- +3.7%
- Stdev Down
- +5.4%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +28.6%
- Worst 12 Months
- +6.8%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.55
- Stdev Sectors
- +8.3%
- Skewness
- -0.13
- Kurtosis
- -0.24
- Upside Potential
- +4.64
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 122 | $328.9M | 21 | ||
| 2026 Q1 | 124 | $300.6M | 17 | ||
| 2025 Q4 | 124 | $294.9M | 14 | ||
| 2025 Q3 | 119 | $287.8M | 28 | ||
| 2025 Q2 | 116 | $261.3M | 0 | ||
| 2025 Q1 | 113 | $242.0M | 100 | ||
| 2024 Q4 | 108 | $236.7M | 0 | ||
| 2024 Q3 | 103 | $216.8M | 0 | ||
| 2024 Q2 | 94 | $200.4M | 0 | ||
| 2024 Q1 | 95 | $196.7M | 0 | ||
| 2023 Q4 | 90 | $181.3M | 0 | ||
| 2023 Q3 | 89 | $167.3M | 0 | ||
| 2023 Q2 | 90 | $175.6M | 0 | ||
| 2023 Q1 | 86 | $170.7M | 0 | ||
| 2022 Q4 | 85 | $163.0M | 0 | ||
| 2022 Q3 | 85 | $150.2M | 0 | ||
| 2022 Q2 | 86 | $161.0M | 0 | ||
| 2022 Q1 | 89 | $188.6M | 0 | ||
| 2021 Q4 | 91 | $186.5M | 0 | ||
| 2021 Q3 | 85 | $157.7M | 0 | ||
| 2021 Q2 | 84 | $148.4M | 100 | ||
| 2021 Q1 | 82 | $142.5M | 12 | ||
| 2020 Q4 | 80 | $139.9M | 18 | ||
| 2020 Q3 | 78 | $119.9M | 14 | ||
| 2020 Q2 | 74 | $106.2M | 42 | ||
| 2020 Q1 | 71 | $96.8M | 42 | ||
| 2019 Q4 | 75 | $147.7M | 13 | ||
| 2019 Q3 | 77 | $134.9M | 13 | ||
| 2019 Q2 | 76 | $127.9M | 14 | ||
| 2019 Q1 | 78 | $125.6M | 19 | ||
| 2018 Q4 | 75 | $108.4M | 19 | ||
| 2018 Q3 | 76 | $126.5M | 12 | ||
| 2018 Q2 | 70 | $116.2M | 11 | ||
| 2018 Q1 | 70 | $110.1M | 13 | ||
| 2017 Q4 | 72 | $116.8M | 19 | ||
| 2017 Q3 | 70 | $106.7M | 16 | ||
| 2017 Q2 | 71 | $107.8M | 11 | ||
| 2017 Q1 | 72 | $105.1M | 15 | ||
| 2016 Q4 | 68 | $98.0M | — |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
United Bank's most significant position changes for 2026-06-30: Sold out: Honeywell International Inc (HON); Sold out: Mondelez International Inc-a (MDLZ); Sold out: Marsh & Mclennan Cos (MRSH); New buy: S&p Global Inc (SPGI); Sold out: Dupont De Nemours Inc (6D8).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.8% | -4.13% | Trim |
| 2 | IJH | Ishares Core S&p Midcap ETF | +1.3% | +60.10% | Add |
| 3 | XLK | Ss Technology Select Sector | +1.2% | +1.19% | Add |
| 4 | PANW | Palo Alto Networks Inc | +0.6% | -7.23% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.29% | Trim |
| 6 | MU | Micron Technology Inc | +0.5% | +6.58% | Add |
| 7 | CAT | Caterpillar Inc | +0.4% | +0.65% | Add |
| 8 | AVGO | Broadcom Inc | +0.4% | +30.71% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.3% | -4.13% | Trim |
| 10 | CVS | Cvs Health CORP | +0.3% | +21.66% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | +0.32% | Add |
| 12 | C | Citigroup Inc | +0.2% | +12.66% | Add |
| 13 | AAPL | Apple Inc | +0.1% | -0.80% | Trim |
| 14 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.08% | Add |
| 16 | ADI | Analog Devices Inc | +0.1% | +1.79% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | +0.1% | -0.72% | Trim |
| 19 | LLY | Eli Lilly & Co | +0.1% | -3.54% | Trim |
| 20 | ETN | Eaton Corporation plc | +0.1% | +8.71% | Add |
| 21 | ✓ | +0.1% | NEW | New buy | |
| 22 | PEP | Pepsico Inc | +0.1% | +66.54% | Add |
| 23 | XLC | Ss Comm Select Sector Spdr | +0.1% | +60.91% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 25 | GE | General Electric | +0.1% | NEW | New buy |
| 26 | GLD | Spdr Gold Shares | +0.1% | +38.93% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +11.41% | Add |
| 28 | BDX | Becton Dickinson And Co | +0.1% | +32.83% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Unchanged |
| 30 | IVW | Ishares S&p 500 Growth ETF | 0% | -8.11% | Trim |
| 31 | BA | Boeing Co/the | 0% | +10.06% | Add |
| 32 | YUM | Yum! Brands Inc | 0% | +15.28% | Add |
| 33 | XLI | Ss Industrial Select Sector | 0% | +4.31% | Add |
| 34 | FDVV | Fidelity High Dividend ETF | 0% | +28.29% | Add |
| 35 | QLVD | Flexshares Developed Markets | 0% | +34.53% | Add |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -0.79% | Trim |
| 37 | QLV | Flexshares US Quality Low Vo | 0% | +5.63% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | -0.14% | Trim |
| 39 | DAL | Delta Air Lines Inc | 0% | — | Unchanged |
| 40 | JEPI | Jpmorgan Equity Premium Inco | 0% | +20.15% | Add |
| 41 | VTV | Vanguard Value ETF | 0% | -0.78% | Trim |
| 42 | EMR | Emerson Electric Co | 0% | +0.69% | Add |
| 43 | WMT | Walmart Inc | 0% | +21.63% | Add |
| 44 | FDL | First Trust Morn Dvd Lead In | 0% | +18.91% | Add |
| 45 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 46 | VUG | Vanguard Growth ETF | 0% | +500.00% | Add |
| 47 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 48 | SES | Ses Ai CORP | 0% | NEW | New buy |
| 49 | TSLA | Tesla Inc | — | -0.66% | Trim |
| 50 | PNC | Pnc Financial Services Group | — | -2.33% | Trim |
1–50 of 130
Filing History
FAQ
What is United Bank and what type of investor is it?
United Bank is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $328.9M, spread across 122 disclosed positions.
What are United Bank's largest equity positions?
Based on the latest 13F filing, United Bank's top holdings by market value are:
1. Ss Technology Select Sector (XLK) — $16.1M (4.9%)
2. Alphabet Inc-cl A (GOOGL) — $15.8M (4.8%)
3. Apple Inc (AAPL) — $13.9M (4.2%)
4. Nvidia CORP (NVDA) — $13.3M (4.0%)
5. Flexshares Stoxx Global Broa (NFRA) — $12.2M (3.7%)
What changes did United Bank make in its most recent portfolio filing?
In the latest reported quarter, United Bank made 118 notable position adjustments: 6 new positions were initiated, 50 existing holdings were added to, 54 positions were partially reduced, and 8 were completely exited. The largest of these moves: Sold out: Honeywell International Inc (HON); Sold out: Mondelez International Inc-a (MDLZ); Sold out: Marsh & Mclennan Cos (MRSH); New buy: S&p Global Inc (SPGI); Sold out: Dupont De Nemours Inc (6D8)
What sectors does United Bank focus on?
United Bank is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 31.9%
• Financials: 12.6%
• Communication Services: 11.2%
• Consumer Discretionary: 10.1%
• Health Care: 10.0%
• Industrials: 9.0%
Investment Profile
United Bank returned an annualized 17.3% over the trailing 36 months — outperforming the S&P 500 by 0.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.81 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 31.9% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 21 over the past 4 quarters — a shift toward more active trading.
It has added to its AMD position over the past two quarters (+$6.7M, now $9.9M), while trimming XLRE over the same stretch (-$3.1M, still holding $533.9K).
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Developer Access
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