UC
United Community Bank — 13F Portfolio Report & Top Holdings (Q2 2026)
United Community BankCIK: 0002000314
Diversified strategyMomentum follower
Total reported value
$323.4M
Reporting period: 2026-06-30 · Number of holdings: 534
United Community Bank disclosed 534 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $323.4M and a quarterly turnover rate of 21.3%.
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Personality snowflake
- Concentration
- 7.86
- Portfolio Stability
- 21.31
- Momentum
- 100
- Sector conviction
- 39.99
- Diversification
- 100
- Sizing Uniformity
- 69.15
United Community Bank's disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 51 equally-sized positions, well below its 534 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 3.08), 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 42% 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.govTrim IAUM
-7.7% -$3.7M
Sold out UCB
Add SPHQ
+24.3% $2.3M
Add VXUS
+34.0% $2.2M
Sold out XOM
Add SPY
+51.0% $1.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 534 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.34% | +0.17% | +5.20% | |
| 2 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 4.30% | -1.56% | -7.70% | |
| 3 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 3.51% | -0.02% | +3.01% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.97% | -0.04% | -0.37% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | +0.29% | +5.67% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.44% | +0.44% | +13.89% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.14% | +0.59% | +24.32% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.14% | +0.23% | +5.98% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.08% | +0.57% | +34.01% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.15% | -0.34% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.92% | +0.45% | +611.19% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.70% | +0.19% | +0.95% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.04% | -2.39% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.27% | +0.28% | +30.04% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | +0.46% | +50.98% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.19% | -0.03% | +4.92% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.11% | +0.13% | +2.89% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.11% | +0.32% | +0.50% | |
| 19 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.02% | +0.09% | +18.93% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | — | -3.17% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.01% | -0.19% | +6.07% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.01% | -0.05% | +2.59% | |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.86% | -0.04% | +3.50% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | -0.43% | -37.58% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.85% | +0.05% | +3.14% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.84% | +0.11% | +24.14% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.84% | +0.05% | +3.62% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.83% | -0.06% | +1.41% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.27% | +0.78% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | — | -4.86% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.07% | +3.48% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.07% | -3.67% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | +0.02% | +1.25% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.68% | -0.07% | -2.46% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.17% | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | — | -0.03% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | -0.02% | -3.13% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | — | +0.66% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | -0.05% | -19.34% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.58% | -0.07% | +0.12% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.05% | +1.38% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.06% | -1.87% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.55% | -0.26% | +2.67% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.10% | +0.27% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.04% | +5.41% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | -0.03% | -18.40% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.52% | -0.05% | +2.37% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.50% | -0.06% | -2.96% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.50% | +0.05% | +0.77% | |
| 50 | OKE | Oneok Inc | Stock-Energy | 0.49% | -0.04% | +3.89% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.6%
Performance Last 4 Quarters
+18.3%
- Stdev
- +10.6%
- Beta
- +0.76
- Alpha
- +0.9%
- Max Drawdown
- -6.1%
- Annualized Perf
- +16.6%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +2.78
- Stutzer
- +0.43
- Treynor
- +0.21
- Sterling
- +1.11
- Calmar
- +2.72
- Information Ratio
- -0.78
- Tracking Error
- +5.1%
- Stdev Down
- +5.8%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +29.9%
- Worst 12 Months
- +7.1%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.52
- Stdev Sectors
- +6.2%
- Skewness
- -0.43
- Kurtosis
- -0.18
- Upside Potential
- +4.32
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 534 | $323.4M | 21 | ||
| 2026 Q1 | 565 | $299.9M | 29 | ||
| 2025 Q4 | 552 | $264.5M | 33 | ||
| 2025 Q3 | 592 | $323.0M | 42 | ||
| 2025 Q2 | 503 | $292.3M | 0 | ||
| 2025 Q1 | 487 | $268.4M | 0 | ||
| 2024 Q4 | 405 | $256.9M | 0 | ||
| 2024 Q3 | 361 | $256.2M | 0 | ||
| 2024 Q2 | 388 | $247.5M | 0 | ||
| 2024 Q1 | 356 | $257.5M | 0 | ||
| 2023 Q4 | 366 | $236.1M | 0 | ||
| 2023 Q3 | 338 | $204.1M | 0 | ||
| 2023 Q2 | 227 | $113.9M | — | ||
| 2023 Q1 | 227 | $105.8M | — | ||
| 2022 Q4 | 253 | $103.3M | — | ||
| 2022 Q3 | 255 | $95.8M | — | ||
| 2022 Q2 | 248 | $92.9M | — | ||
| 2022 Q1 | 248 | $99.9M | — | ||
| 2021 Q4 | 237 | $100.1M | — |
Holding changes this quarter
United Community Bank's most significant position changes for 2026-06-30: Sold out: United Community Banks/ga (UCB); Sold out: Exxon Mobil CORP (XOM); New buy: Avantis Emerging Markets Eq (AVEM); New buy: Ss Spdr P S&p 500 Growth ETF (SPYG); Sold out: Pimco Enhanced Low Duration (LDUR).
Showing top 200 changes by size (of 587 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | +0.6% | +24.32% | Add |
| 2 | VXUS | Vanguard Total Intl Stock | +0.6% | +34.01% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +50.98% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.5% | +611.19% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +13.89% | Add |
| 6 | MU | Micron Technology Inc | +0.3% | +24.78% | Add |
| 7 | AVEM | Avantis Emerging Markets Eq | +0.3% | NEW | New buy |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +0.50% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.3% | +5.67% | Add |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +30.04% | Add |
| 11 | AMAT | Applied Materials Inc | +0.3% | +11.37% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +5.98% | Add |
| 13 | VXF | Vanguard Extended Market ETF | +0.2% | +0.95% | Add |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +825.00% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +5.20% | Add |
| 16 | XLK | Ss Technology Select Sector | +0.2% | — | Unchanged |
| 17 | VOO | Vanguard S&p 500 ETF | +0.2% | +1648.84% | Add |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.89% | Add |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15.98% | Add |
| 21 | APH | Amphenol Corp-cl A | +0.1% | +34.84% | Add |
| 22 | LRCX | Lam Research CORP | +0.1% | +468.24% | Add |
| 23 | BIV | Vanguard Intermediate-term B | +0.1% | +24.14% | Add |
| 24 | LLY | Eli Lilly & Co | +0.1% | +0.27% | Add |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +18.93% | Add |
| 26 | BEN | Franklin Resources Inc | +0.1% | +0.85% | Add |
| 27 | XLF | Ss Financial Select Sector | +0.1% | +204.91% | Add |
| 28 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +26.54% | Add |
| 29 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +75.89% | Add |
| 30 | DAL | Delta Air Lines Inc | +0.1% | +13.12% | Add |
| 31 | OMC | Omnicom Group | +0.1% | +33318.18% | Add |
| 32 | EXPE | Expedia Group Inc | +0.1% | NEW | New buy |
| 33 | ABBV | Abbvie Inc | +0.1% | +3.48% | Add |
| 34 | GOOG | Alphabet Inc-cl C | +0.1% | -3.67% | Trim |
| 35 | VO | Vanguard Mid-cap ETF | +0.1% | +668.85% | Add |
| 36 | VRT | Vertiv Holdings Co-a | +0.1% | +44.53% | Add |
| 37 | MS | Morgan Stanley | +0.1% | +2.23% | Add |
| 38 | MDY | State Street Spdr S&p Midcap | +0.1% | +14.89% | Add |
| 39 | C | Citigroup Inc | +0.1% | +1.21% | Add |
| 40 | TD | Toronto-dominion Bank | +0.1% | -0.24% | Trim |
| 41 | RL | Ralph Lauren CORP | +0.1% | NEW | New buy |
| 42 | HDV | Ishares Core High Dividend E | +0.1% | NEW | New buy |
| 43 | SCHG | Schwab US Large-cap Growth | +0.1% | +90.95% | Add |
| 44 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +1605.00% | Add |
| 45 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 46 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.14% | Add |
| 47 | PM | Philip Morris International | +0.1% | +3.62% | Add |
| 48 | IBM | Intl Business Machines CORP | +0.1% | +1.38% | Add |
| 49 | PNC | Pnc Financial Services Group | +0.1% | +0.77% | Add |
| 50 | VGT | Vanguard Info Tech ETF | +0.1% | +700.00% | Add |
1–50 of 200
Filing History
FAQ
What is United Community Bank and what type of investor is it?
United Community 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 $323.4M, spread across 534 disclosed positions.
What are United Community Bank's largest equity positions?
Based on the latest 13F filing, United Community Bank's top holdings by market value are:
1. Berkshire Hathaway Inc-cl B (BRK-B) — $30.2M (9.3%)
2. Ishares Gold Trust Micro (IAUM) — $13.9M (4.3%)
3. Invesco S&p 500 Buywrite ETF (PBP) — $11.4M (3.5%)
4. Ishares Msci Eafe ETF (EFA) — $9.6M (3.0%)
5. Ishares Core S&p 500 ETF (IVV) — $8.3M (2.6%)
What changes did United Community Bank make in its most recent portfolio filing?
In the latest reported quarter, United Community Bank made 192 notable position adjustments: 11 new positions were initiated, 92 existing holdings were added to, 68 positions were partially reduced, and 21 were completely exited. The largest of these moves: Sold out: United Community Banks/ga (UCB); Sold out: Exxon Mobil CORP (XOM); New buy: Avantis Emerging Markets Eq (AVEM); New buy: Ss Spdr P S&p 500 Growth ETF (SPYG); Sold out: Pimco Enhanced Low Duration (LDUR)
What sectors does United Community Bank focus on?
United Community Bank is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 23.4%
• Financials: 16.9%
• Health Care: 11.9%
• Consumer Discretionary: 9.8%
• Industrials: 9.1%
• Consumer Staples: 7.9%
Investment Profile
United Community Bank returned an annualized 16.6% over the trailing 36 months — outperforming the S&P 500 by 0.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.76 (less volatile than the market) and a 47% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active.
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 VXUS position over the past two quarters (+$3.8M, now $6.7M), while trimming NVDA over the same stretch (-$1.3M, still holding $2.8M).
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Developer Access
Access United Community Bank's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/united-community-bankCLI
npx alphasmo institutions get united-community-bank