CIK: 0001286478
Total reported value
$780.8M
Reporting period: 2026-03-31 · Number of holdings: 239
UNITED BANK disclosed 239 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $780.8M and a quarterly turnover rate of 14.0%.
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United Bank's disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 239 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 2.26), 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.
Add HUBB
0.0% $13.3M
Trim MSFT
+0.2% -$7.7M
Trim IVW
-35.1% -$5.9M
Add V
+433.0% $5.1M
Trim AAPL
-2.3% -$2.9M
Trim JPM
-0.2% -$2.8M
Showing top 121 holdings (of 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell INC | Stock-Industrials | 17.97% | +1.20% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.77% | -0.46% | -7.59% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.36% | +0.16% | +7.82% | |
| 4 | AAPL | Apple INC | Stock-Tech | 3.82% | -0.50% | -2.32% | |
| 5 | UBSI | United Bankshares INC | Stock-Financials | 3.77% | +0.15% | -0.36% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.70% | -0.49% | -0.22% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -1.12% | +0.17% | |
| 8 | GLW | Corning INC | Stock-Tech | 2.91% | +0.21% | -28.43% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.39% | +0.46% | -5.60% | |
| 10 | CSCO | Cisco Systems INC | Stock-Tech | 1.86% | -0.16% | -5.63% | |
| 11 | IRM | Iron Mountain INC | Stock-Real Estate | 1.85% | +0.22% | -4.95% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.81% | +0.07% | -9.07% | |
| 13 | AMGN | Amgen INC | Stock-Healthcare | 1.63% | -0.01% | -4.13% | |
| 14 | CMI | Cummins INC | Stock-Industrials | 1.59% | -0.26% | -15.47% | |
| 15 | DOV | Dover CORP | Stock-Industrials | 1.55% | — | -4.01% | |
| 16 | WM | Waste Management INC | Stock-Industrials | 1.54% | — | -1.88% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.53% | — | -0.67% | |
| 18 | EOG | Eog Resources INC | Stock-Energy | 1.51% | +0.44% | +6.22% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.44% | +0.04% | +5.10% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.42% | -0.13% | -7.28% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.39% | -0.21% | +9.32% | |
| 22 | TXN | Texas Instruments INC | Stock-Tech | 1.30% | +0.08% | -1.86% | |
| 23 | APD | Air Products & Chemicals INC | Stock-Materials | 1.27% | +0.18% | +2.24% | |
| 24 | PEP | Pepsico INC | Stock-Consumer Staples | 1.24% | +0.14% | +7.25% | |
| 25 | BLK | Blackrock INC | Stock-Financials | 1.20% | -0.16% | +1.10% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | +0.29% | -2.94% | |
| 27 | CME | Cme Group INC | Stock-Financials | 1.14% | +0.03% | -1.72% | |
| 28 | HON | Honeywell International INC | Stock-Industrials | 1.11% | +0.12% | +0.22% | |
| 29 | GILD | Gilead Sciences INC | Stock-Healthcare | 1.11% | +0.06% | -4.20% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | -0.81% | -35.10% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.09% | +0.06% | -3.98% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.07% | +0.10% | -8.89% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.06% | — | -1.69% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.02% | — | -0.71% | |
| 35 | AFL | Aflac INC | Stock-Financials | 1.02% | +0.03% | +6.84% | |
| 36 | AWK | American Water Works Co INC | Stock-Utilities | 0.99% | +0.13% | +13.91% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.98% | +0.07% | +5.14% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.92% | — | +3.40% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.65% | +432.98% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.80% | +0.07% | +13.60% | |
| 41 | ATO | Atmos Energy CORP | Stock-Utilities | 0.65% | +0.65% | NEW | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.64% | +0.64% | NEW | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.21% | -19.61% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.61% | — | -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% | — | -1.62% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | -0.07% | -5.58% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.40% | — | +0.89% | |
| 49 | TSLA | Tesla INC | Stock-Consumer Disc | 0.38% | -0.09% | -0.78% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.34% | -0.07% | -16.69% |
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+20.2%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 239 | $780.8M | 14 | |
| 2025-12-31 | 243 | $757.1M | 14 | |
| 2025-09-30 | 245 | $839.1M | 16 | |
| 2025-06-30 | 257 | $835.3M | 0 | |
| 2025-03-31 | 264 | $786.1M | 29 | |
| 2024-12-31 | 253 | $838.9M | 100 | |
| 2024-09-30 | 262 | $859.3M | 0 | |
| 2024-06-30 | 277 | $805.9M | 0 | |
| 2024-03-31 | 284 | $837.8M | 0 | |
| 2023-12-31 | 280 | $796.6M | 0 | |
| 2023-09-30 | 276 | $761.2M | 0 | |
| 2023-06-30 | 286 | $813.4M | 0 | |
| 2023-03-31 | 292 | $782.7M | 0 | |
| 2022-12-31 | 292 | $713.5M | 0 | |
| 2022-09-30 | 297 | $649.6M | 0 | |
| 2022-06-30 | 283 | $666.9M | 0 | |
| 2022-03-31 | 296 | $760.3M | 0 | |
| 2021-12-31 | 303 | $813.8M | 0 | |
| 2021-09-30 | 304 | $746.8M | 0 | |
| 2021-06-30 | 301 | $743.7M | 100 | |
| 2021-03-31 | 311 | $728.1M | 19 | |
| 2020-12-31 | 307 | $668.6M | 18 | |
| 2020-09-30 | 271 | $572.8M | 11 | |
| 2020-06-30 | 253 | $551.8M | 20 | |
| 2020-03-31 | 231 | $460.8M | 26 | |
| 2019-12-31 | 273 | $577.2M | 16 | |
| 2019-09-30 | 276 | $547.0M | 16 | |
| 2019-06-30 | 276 | $598.4M | 20 | |
| 2019-03-31 | 262 | $555.1M | 41 | |
| 2018-12-31 | 282 | $481.6M | 37 | |
| 2018-09-30 | 261 | $475.3M | 19 | |
| 2018-06-30 | 240 | $431.4M | 18 | |
| 2018-03-31 | 246 | $432.7M | 23 | |
| 2017-12-31 | 270 | $407.1M | 100 | |
| 2017-09-30 | 72 | $104.6M | 25 | |
| 2017-06-30 | 83 | $102.8M | 22 | |
| 2017-03-31 | 95 | $97.4M | 27 | |
| 2016-12-31 | 97 | $82.3M | 18 | |
| 2016-09-30 | 112 | $93.5M | 15 | |
| 2016-06-30 | 116 | $101.4M | 18 | |
| 2016-03-31 | 105 | $99.8M | 38 | |
| 2015-12-31 | 99 | $82.8M | 20 | |
| 2015-09-30 | 94 | $73.1M | 34 | |
| 2015-06-30 | 82 | $68.9M | 29 | |
| 2015-03-31 | 67 | $63.2M | 50 | |
| 2014-12-31 | 60 | $42.5M | 69 | |
| 2014-09-30 | 46 | $21.0M | 63 | |
| 2014-06-30 | 34 | $12.0M | 15 | |
| 2014-03-31 | 38 | $11.4M | 33 | |
| 2013-12-31 | 38 | $11.8M | 17 | |
| 2013-09-30 | 36 | $10.0M | 17 | |
| 2013-06-30 | 38 | $9.8M | — |
United Bank's most significant position changes for 2026-03-31: New buy: Atmos Energy CORP (ATO); New buy: Stryker CORP (SYK); Sold out: Netflix INC (NFLX); New buy: Advanced Micro Devices (AMD); New buy: Caterpillar INC (CAT).
| # | 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 | AMGN | Amgen INC | 0% | -4.13% | Trim |
| 26 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | -35.45% | Trim |
| 27 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -36.45% | Trim |
| 28 | VTV | Vanguard Value ETF | -0.1% | -16.69% | Trim |
| 29 | NVDA | Nvidia CORP | -0.1% | -5.58% | Trim |
| 30 | AMZN | Amazon.com INC | -0.1% | -9.71% | Trim |
| 31 | TSLA | Tesla INC | -0.1% | -0.78% | Trim |
| 32 | APP | Applovin Corp-class A | -0.1% | — | Unchanged |
| 33 | GD | General Dynamics CORP | -0.1% | -7.28% | Trim |
| 34 | BLK | Blackrock INC | -0.2% | +1.10% | Add |
| 35 | CSCO | Cisco Systems INC | -0.2% | -5.63% | Trim |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | -47.28% | Trim |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -19.61% | Trim |
| 38 | ABT | Abbott Laboratories | -0.2% | +9.32% | Add |
| 39 | CMI | Cummins INC | -0.3% | -15.47% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -45.95% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.5% | -7.59% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | -0.5% | -0.22% | Trim |
| 43 | AAPL | Apple INC | -0.5% | -2.32% | Trim |
| 44 | IVW | Ishares S&p 500 Growth ETF | -0.8% | -35.10% | Trim |
| 45 | MSFT | Microsoft CORP | -1.1% | +0.17% | Add |
| 46 | ATO | Atmos Energy CORP | — | NEW | New buy |
| 47 | SYK | Stryker CORP | — | NEW | New buy |
| 48 | NFLX | Netflix INC | — | EXIT | Sold out |
| 49 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 50 | CAT | Caterpillar INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-18 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-07 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-08 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-03 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-01 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-21 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-23 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-18 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-12-11 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-09-18 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-15 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-16 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-20 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-15 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-27 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-23 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-09 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-30 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-25 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-28 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-22 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-30 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-21 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-27 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-31 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-18 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-13 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-16 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-23 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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