Latest UNITED BANK Stock Portfolio

$780Million– No. of Holdings #121

UNITED BANK Performance:

2026 Q1: 4.86%YTD: 4.86%2025: 10.79%

Performance for 2026 Q1 is 4.86%, and YTD is 4.86%, and 2025 is 10.79%.

About UNITED BANK and 13F Hedge Fund Stock Holdings

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, UNITED BANK reported an equity portfolio of $780.8 Millions as of 31 Mar, 2026.

The top stock holdings of UNITED BANK are HUBB, IJR, IJR. The fund has invested 18% of it's portfolio in HUBBELL INC and 5.8% of portfolio in ISHARES .

The fund managers got completely rid off NETFLIX INC. (NFLX), BOOKING HOLDINGS INC. (BKNG) and PALO ALTO NETWORKS INC (PANW) stocks. They significantly reduced their stock positions in ISHARES (EMGF), STATE STREET SPDR (SPY) and ISHARES (IJR). UNITED BANK opened new stock positions in ATMOS ENERGY CORP (ATO), STRYKER CORP (SYK) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V), ISHARES (IJR) and ISHARES (IBCE).

UNITED BANK Equity Portfolio Value

Last Reported on: 11 May, 2026

UNITED BANK Annual Return Estimates Vs S&P 500

Our best estimate is that UNITED BANK made a return of 4.86% in the last quarter. In trailing 12 months, it's portfolio return was 20.97%.

Performance
S&P 500

New Buys

Ticker	$ Bought
atmos energy corp	5,065,210
stryker corp	4,976,820
advanced micro devices inc	429,643
caterpillar inc.	389,653
zevra therapeutics inc	98,457

New stocks bought by UNITED BANK

Additions

Ticker	% Inc.
visa inc	432
ishares	21.33
ishares	15.32
american water works inc	13.91
ishares	13.6
abbott laboratories	9.32
ishares	7.82
pepsico inc	7.25

Additions to existing portfolio by UNITED BANK

Reductions

Ticker	% Reduced
ishares	-47.28
state street spdr	-45.95
ishares	-36.45
vanguard	-35.45
vanguard	-35.24
ishares	-35.1
ishares	-33.03
l3harris technologies inc	-31.45

UNITED BANK reduced stake in above stock

Sold off

Ticker	$ Sold
netflix inc.	-440,672
workiva inc	-227,615
liberty media corp	-206,872
booking holdings inc.	-348,097
zoetis inc	-201,312
palo alto networks inc	-263,406
state street spdr	-205,013
lowe's cos inc	-247,671

UNITED BANK got rid off the above stocks

Sector Distribution

UNITED BANK has about 27.5% of it's holdings in Industrials sector.

Industrials
Others
Technology
Financial Services
Healthcare
Energy
Consumer Defensive
Utilities
Consumer Cyclical
Real Estate
Basic Materials

Sector	%
Industrials	27.5
Others	21.2
Technology	14.6
Financial Services	11
Healthcare	7.5
Energy	5.1
Consumer Defensive	4.5
Utilities	2.4
Consumer Cyclical	2.3
Real Estate	1.9
Basic Materials	1.3

Market Cap. Distribution

UNITED BANK has about 74.8% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MEGA-CAP
UNALLOCATED
MID-CAP

Category	%
LARGE-CAP	46.7
MEGA-CAP	28.1
UNALLOCATED	21.2
MID-CAP	3.9

Stocks belong to which Index?

About 78.7% of the stocks held by UNITED BANK either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others
RUSSELL 2000

Index	%
S&P 500	74.8
Others	21.3
RUSSELL 2000	3.9

Top 5 Winners (%)		%
GLW	corning inc	47.4 %
XOM	exxon mobil corp	40.4 %
EOG	eog resources inc	36.2 %
CVX	chevron corporation	34.8 %
	ge vernova inc	33.6 %

Top 5 Winners ($)		$
HUBB	hubbell inc	13.3 M
GLW	corning inc	9.7 M
CVX	chevron corporation	5.1 M
EOG	eog resources inc	3.1 M
IRM	iron mountain inc	2.8 M

Top 5 Losers (%)		%
GNLX	genelux corp.	-44.5 %
CRDF	cardiff oncology inc	-42.4 %
APP	applovin corp-class a	-40.9 %
MSFT	microsoft	-23.4 %
	ishares bitcoin trust	-22.6 %

Top 5 Losers ($)		$
MSFT	microsoft	-7.8 M
JPM	jpmorgan chase & co	-2.8 M
ABT	abbott laboratories	-2.3 M
AAPL	apple inc	-2.1 M
	blackrock inc	-1.1 M

UNITED BANK Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of UNITED BANK

UNITED BANK has 121 stocks in it's portfolio. About 49.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. HUBB was the most profitable stock for UNITED BANK last quarter.

Last Reported on: 11 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.82	117,504	29,821,300	reduced	-2.32

AAXJ	ishares	1.02	72,290	7,980,090	reduced	-0.71

AAXJ	ishares	0.80	118,495	6,228,100	added	13.6

AAXJ	ishares	0.15	10,952	1,162,560	reduced	-0.54

AAXJ	ishares	0.05	12,313	373,330	unchanged	0.00

ABBV	abbvie inc	0.20	7,207	1,567,450	reduced	-2.84

ABT	abbott laboratories	1.39	105,841	10,866,700	added	9.32

ACIO	defiance quantum	0.05	3,546	380,486	reduced	-19.65

ADP	automatic data processing	0.00	0.00	0.00	sold off	-100

AEP	american electric pwr inc	0.21	12,432	1,629,590	unchanged	0.00

AFL	aflac inc	1.02	72,691	7,974,930	added	6.84

ALL	allstate corp	0.08	3,000	622,020	unchanged	0.00

AMD	advanced micro devices inc	0.06	2,112	429,643	new

AMGN	amgen inc	1.64	36,272	12,762,300	reduced	-4.13

AMPS	ishares	0.05	4,018	372,629	reduced	-33.03

AMZN	amazon.com inc	0.24	9,137	1,902,960	reduced	-9.71

APD	air prods & chems inc	1.27	34,203	9,935,610	added	2.24

APP	applovin corp-class a	0.13	2,570	1,022,860	unchanged	0.00

ASML	asml holdings n.v.	0.05	290	383,041	unchanged	0.00

ATO	atmos energy corp	0.65	27,421	5,065,210	new