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CIK: 0002000314
Total reported value
$323.4M
$323.4M
565 檔
22.1%
According to the latest 13F quarterly dataset, United Community Bank managed an equity portfolio of $323.4M at the end of Q1 2026, spanning 565 distinct U.S. exchange-listed positions.
In Q1 2026, United Community Bank displayed an active expansion posture, initiating 53 new positions and adding to 66 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 565 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.17% | +0.17% | -0.25% | |
| 2 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 5.86% | -1.56% | -3.42% | |
| 3 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 3.53% | -0.02% | +0.31% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.01% | -0.04% | -3.85% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.29% | +0.29% | -12.50% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | -0.15% | -4.56% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.00% | +0.44% | +40.38% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.91% | +0.23% | +8.02% | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.55% | +0.59% | +38.58% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.51% | +0.19% | +3.49% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.51% | +0.57% | +51.14% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.47% | +0.45% | +41.95% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.33% | +0.04% | -0.25% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.43% | +1.07% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.22% | -0.03% | — | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.20% | -0.19% | -19.42% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.27% | +1.53% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | -0.05% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | — | +6.23% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.99% | +0.28% | +40.49% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.98% | +0.13% | -9.07% | |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.93% | +0.09% | — | |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.90% | -0.04% | — | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.89% | -0.06% | — | |
| 25 | UCB | United Community Banks/ga | Stock-Financials | 0.88% | -0.88% | EXIT | |
| 26 | T | At&t Inc | Stock-Comm Services | 0.81% | -0.26% | +0.68% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | +0.05% | +3.05% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.79% | +0.05% | +1.85% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | +0.32% | -6.42% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.46% | +106.86% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.75% | -0.07% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | — | +2.98% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.73% | +0.11% | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | +0.02% | +0.03% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.07% | +1.83% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.07% | -15.15% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | -0.05% | +1.82% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.02% | -0.21% | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | -0.07% | -1.58% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | — | +20.88% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | — | -19.59% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.06% | -0.81% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.04% | -5.84% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.57% | -0.05% | +1.45% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.09% | -5.09% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.56% | -0.06% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | -0.03% | -6.42% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.07% | -5.39% | |
| 49 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.54% | -0.07% | +3.44% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.54% | -0.10% | +9.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +0.4% | +51.14% | Add |
| 2 | AZO | Autozone Inc | +0.3% | +7700.00% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +106.86% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +40.38% | Add |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | +0.3% | +38.58% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +40.49% | Add |
| 7 | CVX | Chevron CORP | +0.2% | +1.53% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.2% | +41.95% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.2% | +1461.19% | Add |
| 10 | FDX | Fedex CORP | +0.2% | +3980.00% | Add |
| 11 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +672.83% | Add |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +20.88% | Add |
| 13 | BP | Bp Plc-spons Adr | +0.1% | +7.06% | Add |
| 14 | VZ | Verizon Communications Inc | +0.1% | +9.78% | Add |
| 15 | APH | Amphenol Corp-cl A | +0.1% | +147.66% | Add |
| 16 | FISV | Fiserv Inc | +0.1% | +2387.91% | Add |
| 17 | VLO | Valero Energy CORP | +0.1% | +4.18% | Add |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +16.01% | Add |
| 19 | TGT | Target CORP | +0.1% | +22.71% | Add |
| 20 | OKE | Oneok Inc | +0.1% | +4.25% | Add |
| 21 | LKQ | Lkq CORP | +0.1% | +692.32% | Add |
| 22 | ABNB | Airbnb Inc-class A | 0% | +104.96% | Add |
| 23 | ROP | Roper Technologies Inc | 0% | +448.81% | Add |
| 24 | ICE | Intercontinental Exchange In | 0% | +1475.93% | Add |
| 25 | T | At&t Inc | 0% | +0.68% | Add |
| 26 | CAT | Caterpillar Inc | 0% | +0.43% | Add |
| 27 | AON | Aon plc | 0% | +729.17% | Add |
| 28 | PFE | Pfizer Inc | 0% | +12.20% | Add |
| 29 | COP | Conocophillips | 0% | +8.25% | Add |
| 30 | SHEL | Shell Plc-adr | 0% | +25.93% | Add |
| 31 | RIO | Rio Tinto Plc-spon Adr | 0% | +3.80% | Add |
| 32 | KLAC | Kla CORP | 0% | +43.90% | Add |
| 33 | VIG | Vanguard Dividend Apprec ETF | 0% | +147.78% | Add |
| 34 | AMP | Ameriprise Financial Inc | 0% | +100.00% | Add |
| 35 | NDAQ | Nasdaq Inc | 0% | +159.49% | Add |
| 36 | GILD | Gilead Sciences Inc | 0% | +3.44% | Add |
| 37 | XOM | Exxon Mobil CORP | 0% | -18.60% | Trim |
| 38 | ETN | Eaton Corporation plc | 0% | +5.61% | Add |
| 39 | AMAT | Applied Materials Inc | 0% | -9.96% | Trim |
| 40 | DLR | Digital Realty Trust Inc | 0% | +7.47% | Add |
| 41 | SYK | Stryker CORP | 0% | +26.97% | Add |
| 42 | SPGI | S&p Global Inc | 0% | +42.47% | Add |
| 43 | NRG | Nrg Energy Inc | 0% | +29.95% | Add |
| 44 | SCHD | Schwab US Dvd Equity ETF | 0% | +26.10% | Add |
| 45 | NOW | Servicenow Inc | 0% | +84.39% | Add |
| 46 | MU | Micron Technology Inc | 0% | +1.49% | Add |
| 47 | BMY | Bristol-myers Squibb Co | — | +1.45% | Add |
| 48 | UPS | United Parcel Service-cl B | — | +16.43% | Add |
| 49 | CSX | Csx CORP | 0% | -1.35% | Trim |
| 50 | BEN | Franklin Resources Inc | 0% | +10.30% | Add |
According to official SEC Form 13F filings, United Community Bank reported a total U.S. public equity portfolio value of $323.4M across 565 disclosed positions in Q1 2026.
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 BRK-B, IAUM, PBP) accounted for 22.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCIT
市值: $3.7M
Top Position Liquidated / Trimmed
TTD
前期市值: $127.4K
During Q1 2026, United Community Bank's top holdings by market value included BRK-B (9.2%)、IAUM (5.9%)、PBP (3.5%). The largest single position, BRK-B, represented 9.2% of total portfolio value.
In Q1 2026, United Community Bank made 200 total portfolio adjustments, initiating 53 new buys, adding to 66 positions, trimming 70 holdings, and fully liquidating 11 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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