CIK: 0001286478
申告総資産額
$7.8億
報告対象四半期: 2026-03-31 · 銘柄数: 239
UNITED BANKは最新の13F報告書で239件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$7.8億、四半期回転率は14.0%です。
United Bankが開示している保有銘柄のハーフィンダール集中度指数は 0.050 で、これは約 20 件の均等加重ポジションに相当し、実際の開示銘柄数 239 件を大きく下回ります。この差は、幅広い分散よりも少数の高確信度ポジションに重点を置く戦略であることを示しています。
ポートフォリオ全体のポジションサイズには大きなばらつきがあります（変動係数 2.26）。一部の大きなポジションと、多数の小規模ポジションが混在しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
増加 HUBB
0.0% $1333.1万
減少 MSFT
+0.2% -$773.4万
減少 IVW
-35.1% -$585.5万
増加 V
+433.0% $512.0万
減少 AAPL
-2.3% -$288.2万
減少 JPM
-0.2% -$282.4万
上位121銘柄を表示中（全239銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell INC | 株式-資本財 | 17.97% | +1.20% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.77% | -0.46% | -7.59% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.36% | +0.16% | +7.82% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.82% | -0.50% | -2.32% | |
| 5 | UBSI | United Bankshares INC | 株式-金融 | 3.77% | +0.15% | -0.36% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.70% | -0.49% | -0.22% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.26% | -1.12% | +0.17% | |
| 8 | GLW | Corning INC | 株式-IT | 2.91% | +0.21% | -28.43% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 2.39% | +0.46% | -5.60% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.86% | -0.16% | -5.63% | |
| 11 | IRM | Iron Mountain INC | 株式-不動産 | 1.85% | +0.22% | -4.95% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.81% | +0.07% | -9.07% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 1.63% | -0.01% | -4.13% | |
| 14 | CMI | Cummins INC | 株式-資本財 | 1.59% | -0.26% | -15.47% | |
| 15 | DOV | Dover CORP | 株式-資本財 | 1.55% | — | -4.01% | |
| 16 | WM | Waste Management INC | 株式-資本財 | 1.54% | — | -1.88% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.53% | — | -0.67% | |
| 18 | EOG | Eog Resources INC | 株式-エネルギー | 1.51% | +0.44% | +6.22% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.44% | +0.04% | +5.10% | |
| 20 | GD | General Dynamics CORP | 株式-資本財 | 1.42% | -0.13% | -7.28% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.39% | -0.21% | +9.32% | |
| 22 | TXN | Texas Instruments INC | 株式-IT | 1.30% | +0.08% | -1.86% | |
| 23 | APD | Air Products & Chemicals INC | 株式-素材 | 1.27% | +0.18% | +2.24% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.24% | +0.14% | +7.25% | |
| 25 | BLK | Blackrock INC | 株式-金融 | 1.20% | -0.16% | +1.10% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | +0.29% | -2.94% | |
| 27 | CME | Cme Group INC | 株式-金融 | 1.14% | +0.03% | -1.72% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 1.11% | +0.12% | +0.22% | |
| 29 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.11% | +0.06% | -4.20% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.10% | -0.81% | -35.10% | |
| 31 | HSY | Hershey Co/the | 株式-生活必需品 | 1.09% | +0.06% | -3.98% | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.07% | +0.10% | -8.89% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.06% | — | -1.69% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.02% | — | -0.71% | |
| 35 | AFL | Aflac INC | 株式-金融 | 1.02% | +0.03% | +6.84% | |
| 36 | AWK | American Water Works Co INC | 株式-公益事業 | 0.99% | +0.13% | +13.91% | |
| 37 | ITW | Illinois Tool Works | 株式-資本財 | 0.98% | +0.07% | +5.14% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.92% | — | +3.40% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | +0.65% | +432.98% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.80% | +0.07% | +13.60% | |
| 41 | ATO | Atmos Energy CORP | 株式-公益事業 | 0.65% | +0.65% | NEW | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.64% | +0.64% | NEW | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.62% | -0.21% | -19.61% | |
| 44 | KLAC | Kla CORP | 株式-IT | 0.61% | — | -16.67% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | — | -4.65% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | -1.62% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.44% | -0.07% | -5.58% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.40% | — | +0.89% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | -0.09% | -0.78% | |
| 50 | VTV | Vanguard Value ETF | ETF-その他 | 0.34% | -0.07% | -16.69% |
Q3 2026のパフォーマンス
+2.6%
直近4四半期のパフォーマンス
+20.2%
価格取得が可能な保有銘柄（報告価値の76%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 239 | $7.8億 | 14 | |
| 2025-12-31 | 243 | $7.6億 | 14 | |
| 2025-09-30 | 245 | $8.4億 | 16 | |
| 2025-06-30 | 257 | $8.4億 | 0 | |
| 2025-03-31 | 264 | $7.9億 | 29 | |
| 2024-12-31 | 253 | $8.4億 | 100 | |
| 2024-09-30 | 262 | $8.6億 | 0 | |
| 2024-06-30 | 277 | $8.1億 | 0 | |
| 2024-03-31 | 284 | $8.4億 | 0 | |
| 2023-12-31 | 280 | $8.0億 | 0 | |
| 2023-09-30 | 276 | $7.6億 | 0 | |
| 2023-06-30 | 286 | $8.1億 | 0 | |
| 2023-03-31 | 292 | $7.8億 | 0 | |
| 2022-12-31 | 292 | $7.1億 | 0 | |
| 2022-09-30 | 297 | $6.5億 | 0 | |
| 2022-06-30 | 283 | $6.7億 | 0 | |
| 2022-03-31 | 296 | $7.6億 | 0 | |
| 2021-12-31 | 303 | $8.1億 | 0 | |
| 2021-09-30 | 304 | $7.5億 | 0 | |
| 2021-06-30 | 301 | $7.4億 | 100 | |
| 2021-03-31 | 311 | $7.3億 | 19 | |
| 2020-12-31 | 307 | $6.7億 | 18 | |
| 2020-09-30 | 271 | $5.7億 | 11 | |
| 2020-06-30 | 253 | $5.5億 | 20 | |
| 2020-03-31 | 231 | $4.6億 | 26 | |
| 2019-12-31 | 273 | $5.8億 | 16 | |
| 2019-09-30 | 276 | $5.5億 | 16 | |
| 2019-06-30 | 276 | $6.0億 | 20 | |
| 2019-03-31 | 262 | $5.6億 | 41 | |
| 2018-12-31 | 282 | $4.8億 | 37 | |
| 2018-09-30 | 261 | $4.8億 | 19 | |
| 2018-06-30 | 240 | $4.3億 | 18 | |
| 2018-03-31 | 246 | $4.3億 | 23 | |
| 2017-12-31 | 270 | $4.1億 | 100 | |
| 2017-09-30 | 72 | $1.0億 | 25 | |
| 2017-06-30 | 83 | $1.0億 | 22 | |
| 2017-03-31 | 95 | $9735.8万 | 27 | |
| 2016-12-31 | 97 | $8234.5万 | 18 | |
| 2016-09-30 | 112 | $9348.1万 | 15 | |
| 2016-06-30 | 116 | $1.0億 | 18 | |
| 2016-03-31 | 105 | $9981.3万 | 38 | |
| 2015-12-31 | 99 | $8284.1万 | 20 | |
| 2015-09-30 | 94 | $7305.3万 | 34 | |
| 2015-06-30 | 82 | $6890.9万 | 29 | |
| 2015-03-31 | 67 | $6319.1万 | 50 | |
| 2014-12-31 | 60 | $4248.8万 | 69 | |
| 2014-09-30 | 46 | $2104.3万 | 63 | |
| 2014-06-30 | 34 | $1201.0万 | 15 | |
| 2014-03-31 | 38 | $1144.1万 | 33 | |
| 2013-12-31 | 38 | $1176.9万 | 17 | |
| 2013-09-30 | 36 | $999.1万 | 17 | |
| 2013-06-30 | 38 | $981.6万 | — |
United Bankの2026-03-31時点における主要なポジション変更： 新規購入: Atmos Energy CORP (ATO); 新規購入: Stryker CORP (SYK); 全売却: Netflix INC (NFLX); 新規購入: Advanced Micro Devices (AMD); 新規購入: Caterpillar INC (CAT).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HUBB | Hubbell INC | +1.2% | — | 変化なし |
| 2 | V | Visa Inc-class A Shares | +0.7% | +432.98% | 増加 |
| 3 | CVX | Chevron CORP | +0.5% | -5.60% | 減少 |
| 4 | EOG | Eog Resources INC | +0.4% | +6.22% | 増加 |
| 5 | XOM | Exxon Mobil CORP | +0.3% | -2.94% | 減少 |
| 6 | IRM | Iron Mountain INC | +0.2% | -4.95% | 減少 |
| 7 | GLW | Corning INC | +0.2% | -28.43% | 減少 |
| 8 | APD | Air Products & Chemicals INC | +0.2% | +2.24% | 増加 |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.2% | +7.82% | 増加 |
| 10 | UBSI | United Bankshares INC | +0.2% | -0.36% | 減少 |
| 11 | PEP | Pepsico INC | +0.1% | +7.25% | 増加 |
| 12 | AWK | American Water Works Co INC | +0.1% | +13.91% | 増加 |
| 13 | HON | Honeywell International INC | +0.1% | +0.22% | 増加 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | -8.89% | 減少 |
| 15 | TXN | Texas Instruments INC | +0.1% | -1.86% | 減少 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -9.07% | 減少 |
| 17 | ITW | Illinois Tool Works | +0.1% | +5.14% | 増加 |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +13.60% | 増加 |
| 19 | HSY | Hershey Co/the | +0.1% | -3.98% | 減少 |
| 20 | GILD | Gilead Sciences INC | +0.1% | -4.20% | 減少 |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | +21.33% | 増加 |
| 22 | PG | Procter & Gamble Co/the | 0% | +5.10% | 増加 |
| 23 | CME | Cme Group INC | 0% | -1.72% | 減少 |
| 24 | AFL | Aflac INC | 0% | +6.84% | 増加 |
| 25 | AMGN | Amgen INC | 0% | -4.13% | 減少 |
| 26 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | -35.45% | 減少 |
| 27 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -36.45% | 減少 |
| 28 | VTV | Vanguard Value ETF | -0.1% | -16.69% | 減少 |
| 29 | NVDA | Nvidia CORP | -0.1% | -5.58% | 減少 |
| 30 | AMZN | Amazon.com INC | -0.1% | -9.71% | 減少 |
| 31 | TSLA | Tesla INC | -0.1% | -0.78% | 減少 |
| 32 | APP | Applovin Corp-class A | -0.1% | — | 変化なし |
| 33 | GD | General Dynamics CORP | -0.1% | -7.28% | 減少 |
| 34 | BLK | Blackrock INC | -0.2% | +1.10% | 増加 |
| 35 | CSCO | Cisco Systems INC | -0.2% | -5.63% | 減少 |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | -47.28% | 減少 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -19.61% | 減少 |
| 38 | ABT | Abbott Laboratories | -0.2% | +9.32% | 増加 |
| 39 | CMI | Cummins INC | -0.3% | -15.47% | 減少 |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -45.95% | 減少 |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.5% | -7.59% | 減少 |
| 42 | JPM | Jpmorgan Chase & Co | -0.5% | -0.22% | 減少 |
| 43 | AAPL | Apple INC | -0.5% | -2.32% | 減少 |
| 44 | IVW | Ishares S&p 500 Growth ETF | -0.8% | -35.10% | 減少 |
| 45 | MSFT | Microsoft CORP | -1.1% | +0.17% | 増加 |
| 46 | ATO | Atmos Energy CORP | — | NEW | 新規購入 |
| 47 | SYK | Stryker CORP | — | NEW | 新規購入 |
| 48 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 49 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |
| 50 | CAT | Caterpillar INC | — | NEW | 新規購入 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-02-13 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-11-07 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-07-18 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-05-14 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-05-14 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-11-15 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-08-14 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-05-13 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-02-07 | 13F-HR | EDGARで見る |
| 2023-09-30 | 2023-11-08 | 13F-HR | EDGARで見る |
| 2023-06-30 | 2023-08-03 | 13F-HR | EDGARで見る |
| 2023-03-31 | 2023-05-01 | 13F-HR | EDGARで見る |
| 2022-12-31 | 2023-02-14 | 13F-HR | EDGARで見る |
| 2022-09-30 | 2022-11-14 | 13F-HR | EDGARで見る |
| 2022-06-30 | 2022-08-12 | 13F-HR | EDGARで見る |
| 2022-03-31 | 2022-05-16 | 13F-HR | EDGARで見る |
| 2021-12-31 | 2022-02-11 | 13F-HR | EDGARで見る |
| 2021-09-30 | 2021-10-21 | 13F-HR | EDGARで見る |
| 2021-06-30 | 2021-08-16 | 13F-HR | EDGARで見る |
| 2021-03-31 | 2021-04-23 | 13F-HR | EDGARで見る |
| 2020-12-31 | 2021-02-18 | 13F-HR | EDGARで見る |
| 2020-09-30 | 2020-12-11 | 13F-HR | EDGARで見る |
| 2020-06-30 | 2020-09-18 | 13F-HR | EDGARで見る |
| 2020-03-31 | 2020-05-14 | 13F-HR | EDGARで見る |
| 2019-12-31 | 2020-02-14 | 13F-HR | EDGARで見る |
| 2019-09-30 | 2019-11-13 | 13F-HR | EDGARで見る |
| 2019-06-30 | 2019-08-15 | 13F-HR | EDGARで見る |
| 2019-03-31 | 2019-05-16 | 13F-HR | EDGARで見る |
| 2018-12-31 | 2019-02-14 | 13F-HR | EDGARで見る |
| 2018-09-30 | 2018-11-13 | 13F-HR | EDGARで見る |
| 2018-06-30 | 2018-08-20 | 13F-HR | EDGARで見る |
| 2018-03-31 | 2018-05-14 | 13F-HR | EDGARで見る |
| 2017-12-31 | 2018-02-15 | 13F-HR | EDGARで見る |
| 2017-09-30 | 2017-10-27 | 13F-HR | EDGARで見る |
| 2017-06-30 | 2017-08-23 | 13F-HR | EDGARで見る |
| 2017-03-31 | 2017-05-09 | 13F-HR | EDGARで見る |
| 2016-12-31 | 2017-01-30 | 13F-HR | EDGARで見る |
| 2016-09-30 | 2016-11-10 | 13F-HR | EDGARで見る |
| 2016-06-30 | 2016-07-25 | 13F-HR | EDGARで見る |
| 2016-03-31 | 2016-04-28 | 13F-HR | EDGARで見る |
| 2015-12-31 | 2016-01-22 | 13F-HR | EDGARで見る |
| 2015-09-30 | 2015-10-30 | 13F-HR | EDGARで見る |
| 2015-06-30 | 2015-07-21 | 13F-HR | EDGARで見る |
| 2015-03-31 | 2015-04-27 | 13F-HR | EDGARで見る |
| 2014-12-31 | 2015-02-13 | 13F-HR | EDGARで見る |
| 2014-09-30 | 2014-10-31 | 13F-HR | EDGARで見る |
| 2014-06-30 | 2014-07-18 | 13F-HR | EDGARで見る |
| 2014-03-31 | 2014-05-13 | 13F-HR | EDGARで見る |
| 2013-12-31 | 2014-01-16 | 13F-HR | EDGARで見る |
| 2013-09-30 | 2013-10-23 | 13F-HR | EDGARで見る |
| 2013-06-30 | 2013-08-14 | 13F-HR | EDGARで見る |
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