UB

United Bank

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
19.98
Portfolio Stability
13.96
Momentum/Contrarian
100
Sector conviction
58.08
Diversification
100
Sizing Uniformity
77.45

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 121 holdings (of 239 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1HUBBHubbell INCStock-Industrials17.97%+1.20%—
2IJRIshares Core S&p Small-cap EETF-Small Cap5.77%-0.46%-7.59%
3AGGIshares Core U.s. AggregateETF-Other4.36%+0.16%+7.82%
4AAPLApple INCStock-Tech3.82%-0.50%-2.32%
5UBSIUnited Bankshares INCStock-Financials3.77%+0.15%-0.36%
6JPMJpmorgan Chase & CoStock-Financials3.70%-0.49%-0.22%
7MSFTMicrosoft CORPStock-Tech3.26%-1.12%+0.17%
8GLWCorning INCStock-Tech2.91%+0.21%-28.43%
9CVXChevron CORPStock-Energy2.39%+0.46%-5.60%
10CSCOCisco Systems INCStock-Tech1.86%-0.16%-5.63%
11IRMIron Mountain INCStock-Real Estate1.85%+0.22%-4.95%
12JNJJohnson & JohnsonStock-Healthcare1.81%+0.07%-9.07%
13AMGNAmgen INCStock-Healthcare1.63%-0.01%-4.13%
14CMICummins INCStock-Industrials1.59%-0.26%-15.47%
15DOVDover CORPStock-Industrials1.55%—-4.01%
16WMWaste Management INCStock-Industrials1.54%—-1.88%
17MCDMcdonald's CORPStock-Consumer Disc1.53%—-0.67%
18EOGEog Resources INCStock-Energy1.51%+0.44%+6.22%
19PGProcter & Gamble Co/theStock-Consumer Staples1.44%+0.04%+5.10%
20GDGeneral Dynamics CORPStock-Industrials1.42%-0.13%-7.28%
21ABTAbbott LaboratoriesStock-Healthcare1.39%-0.21%+9.32%
22TXNTexas Instruments INCStock-Tech1.30%+0.08%-1.86%
23APDAir Products & Chemicals INCStock-Materials1.27%+0.18%+2.24%
24PEPPepsico INCStock-Consumer Staples1.24%+0.14%+7.25%
25BLKBlackrock INCStock-Financials1.20%-0.16%+1.10%
26XOMExxon Mobil CORPStock-Energy1.18%+0.29%-2.94%
27CMECme Group INCStock-Financials1.14%+0.03%-1.72%
28HONHoneywell International INCStock-Industrials1.11%+0.12%+0.22%
29GILDGilead Sciences INCStock-Healthcare1.11%+0.06%-4.20%
30IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth1.10%-0.81%-35.10%
31HSYHershey Co/theStock-Consumer Staples1.09%+0.06%-3.98%
32LMTLockheed Martin CORPStock-Industrials1.07%+0.10%-8.89%
33VOVanguard Mid-cap ETFETF-Other1.06%—-1.69%
34SHVIshares 0-1 Year Treasury BoETF-Gov Bonds1.02%—-0.71%
35AFLAflac INCStock-Financials1.02%+0.03%+6.84%
36AWKAmerican Water Works Co INCStock-Utilities0.99%+0.13%+13.91%
37ITWIllinois Tool WorksStock-Industrials0.98%+0.07%+5.14%
38VNQVanguard Real Estate ETFETF-Other0.92%—+3.40%
39VVisa Inc-class A SharesStock-Financials0.84%+0.65%+432.98%
40IGSBIshares 1-5y Inv Grade CORPETF-Other0.80%+0.07%+13.60%
41ATOAtmos Energy CORPStock-Utilities0.65%+0.65%NEW
42SYKStryker CORPStock-Healthcare0.64%+0.64%NEW
43VTIVanguard Total Stock Mkt ETFETF-Other0.62%-0.21%-19.61%
44KLACKla CORPStock-Tech0.61%—-16.67%
45VBVanguard Small-cap ETFETF-Other0.59%—-4.65%
46KOCoca-cola Co/theStock-Consumer Staples0.49%—-1.62%
47NVDANvidia CORPStock-Tech0.44%-0.07%-5.58%
48IJKIshares S&p Mid-cap 400 GrowETF-Other0.40%—+0.89%
49TSLATesla INCStock-Consumer Disc0.38%-0.09%-0.78%
50VTVVanguard Value ETFETF-Other0.34%-0.07%-16.69%
1–50 of 121

Holding changes this quarter

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).

Position changes disclosed by United Bank for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1HUBBHubbell INC+1.2%—Unchanged
2VVisa Inc-class A Shares+0.7%+432.98%Add
3CVXChevron CORP+0.5%-5.60%Trim
4EOGEog Resources INC+0.4%+6.22%Add
5XOMExxon Mobil CORP+0.3%-2.94%Trim
6IRMIron Mountain INC+0.2%-4.95%Trim
7GLWCorning INC+0.2%-28.43%Trim
8APDAir Products & Chemicals INC+0.2%+2.24%Add
9AGGIshares Core U.s. Aggregate+0.2%+7.82%Add
10UBSIUnited Bankshares INC+0.2%-0.36%Trim
11PEPPepsico INC+0.1%+7.25%Add
12AWKAmerican Water Works Co INC+0.1%+13.91%Add
13HONHoneywell International INC+0.1%+0.22%Add
14LMTLockheed Martin CORP+0.1%-8.89%Trim
15TXNTexas Instruments INC+0.1%-1.86%Trim
16JNJJohnson & Johnson+0.1%-9.07%Trim
17ITWIllinois Tool Works+0.1%+5.14%Add
18IGSBIshares 1-5y Inv Grade CORP+0.1%+13.60%Add
19HSYHershey Co/the+0.1%-3.98%Trim
20GILDGilead Sciences INC+0.1%-4.20%Trim
21EFAIshares Msci Eafe ETF+0.1%+21.33%Add
22PGProcter & Gamble Co/the0%+5.10%Add
23CMECme Group INC0%-1.72%Trim
24AFLAflac INC0%+6.84%Add
25AMGNAmgen INC0%-4.13%Trim
26VBKVanguard Small-cap Grwth ETF-0.1%-35.45%Trim
27IJHIshares Core S&p Midcap ETF-0.1%-36.45%Trim
28VTVVanguard Value ETF-0.1%-16.69%Trim
29NVDANvidia CORP-0.1%-5.58%Trim
30AMZNAmazon.com INC-0.1%-9.71%Trim
31TSLATesla INC-0.1%-0.78%Trim
32APPApplovin Corp-class A-0.1%—Unchanged
33GDGeneral Dynamics CORP-0.1%-7.28%Trim
34BLKBlackrock INC-0.2%+1.10%Add
35CSCOCisco Systems INC-0.2%-5.63%Trim
36EMXCIshares Msci Emr Mrk Ex Chna-0.2%-47.28%Trim
37VTIVanguard Total Stock Mkt ETF-0.2%-19.61%Trim
38ABTAbbott Laboratories-0.2%+9.32%Add
39CMICummins INC-0.3%-15.47%Trim
40SPYSs Spdr S&p 500 ETF Trust-us-0.3%-45.95%Trim
41IJRIshares Core S&p Small-cap E-0.5%-7.59%Trim
42JPMJpmorgan Chase & Co-0.5%-0.22%Trim
43AAPLApple INC-0.5%-2.32%Trim
44IVWIshares S&p 500 Growth ETF-0.8%-35.10%Trim
45MSFTMicrosoft CORP-1.1%+0.17%Add
46ATOAtmos Energy CORP—NEWNew buy
47SYKStryker CORP—NEWNew buy
48NFLXNetflix INC—EXITSold out
49AMDAdvanced Micro Devices—NEWNew buy
50CATCaterpillar INC—NEWNew buy

FAQ

What is United Bank and what type of investor is it?
United Bank is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $780.8M, spread across 239 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. Hubbell INC (HUBB) — $140.3M (18.0%) 2. Ishares Core S&p Small-cap E (IJR) — $45.1M (5.8%) 3. Ishares Core U.s. Aggregate (AGG) — $34.1M (4.4%) 4. Apple INC (AAPL) — $29.8M (3.8%) 5. United Bankshares INC (UBSI) — $29.4M (3.8%)
What changes did United Bank make in its most recent portfolio filing?
In the latest reported quarter, United Bank made 48 notable position adjustments: 4 new positions were initiated, 15 existing holdings were added to, 28 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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)
What sectors does United Bank focus on?
United Bank is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 34.4% • Information Technology: 18.2% • Financials: 15.3% • Health Care: 9.3% • Energy: 6.3% • Consumer Staples: 5.7%