Latest UNITED BANK Stock Portfolio
UNITED BANK Performance:
2025 Q3: 5.57%YTD: 7.31%2024: 12.22%
Performance for 2025 Q3 is 5.57%, and YTD is 7.31%, and 2024 is 12.22%.
About UNITED BANK and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, UNITED BANK reported an equity portfolio of $839.1 Millions as of 30 Sep, 2025.
The top stock holdings of UNITED BANK are HUBB, EMGF, IJR. The fund has invested 14.7% of it's portfolio in HUBBELL INC and 5.8% of portfolio in ISHARES.
The fund managers got completely rid off BERKSHIRE HATHAWAY INC, REPUBLIC SERVICES INC (RSG) and SPDR (BIL) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), DEERE & CO (DE) and VANGUARD (VB). UNITED BANK opened new stock positions in INTEL CORP (INTC), WORKIVA INC (WK) and VANGUARD (VB). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHOLESALE CORP (COST), ISHARES BROAD USD INVESTMENT (AAXJ) and ISHARES (IJR).
The top stock holdings of UNITED BANK are HUBB, EMGF, IJR. The fund has invested 14.7% of it's portfolio in HUBBELL INC and 5.8% of portfolio in ISHARES.
The fund managers got completely rid off BERKSHIRE HATHAWAY INC, REPUBLIC SERVICES INC (RSG) and SPDR (BIL) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), DEERE & CO (DE) and VANGUARD (VB). UNITED BANK opened new stock positions in INTEL CORP (INTC), WORKIVA INC (WK) and VANGUARD (VB). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHOLESALE CORP (COST), ISHARES BROAD USD INVESTMENT (AAXJ) and ISHARES (IJR).
UNITED BANK Annual Return Estimates Vs S&P 500
Our best estimate is that UNITED BANK made a return of 5.57% in the last quarter. In trailing 12 months, it's portfolio return was 5.77%.
New Buys
| Ticker | $ Bought |
|---|---|
| intel corp | 361,938 |
| workiva inc | 227,166 |
| vanguard | 208,710 |
| spdr | 200,685 |
New stocks bought by UNITED BANK
Additions
| Ticker | % Inc. |
|---|---|
| costco wholesale corp | 16.62 |
| ishares broad usd investment | 8.62 |
| ishares broad usd investment | 6.81 |
| ishares broad usd investment | 4.41 |
| ishares | 2.7 |
| bank of america corp | 2.29 |
| vanguard | 2.05 |
Additions to existing portfolio by UNITED BANK
Reductions
| Ticker | % Reduced |
|---|---|
| oracle corp | -80.69 |
| deere & co | -54.76 |
| vanguard | -50.22 |
| berkshire hathaway inc | -49.7 |
| walmart inc | -41.94 |
| alphabet inc | -36.26 |
| duke energy | -31.43 |
| meta platforms, inc. | -30.41 |
UNITED BANK reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| general mills inc | -284,955 |
| spdr | -614,721 |
| yum! brands inc | -474,176 |
| corteva inc | -223,814 |
| republic services inc | -670,286 |
| garmin ltd | -521,800 |
| tjx cos inc | -302,551 |
| colgate palmolive co | -218,160 |
UNITED BANK got rid off the above stocks
Sector Distribution
UNITED BANK has about 26.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 26.4 |
| Industrials | 24.6 |
| Technology | 15.8 |
| Financial Services | 9.9 |
| Healthcare | 6.6 |
| Consumer Defensive | 4.4 |
| Energy | 4 |
| Consumer Cyclical | 2.5 |
| Real Estate | 2 |
| Utilities | 1.7 |
| Basic Materials | 1.3 |
Market Cap. Distribution
UNITED BANK has about 70.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 48 |
| UNALLOCATED | 26.4 |
| MEGA-CAP | 22.2 |
| MID-CAP | 3.2 |
Stocks belong to which Index?
About 73.5% of the stocks held by UNITED BANK either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 70.1 |
| Others | 26.5 |
| RUSSELL 2000 | 3.4 |
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 128 stocks in it's portfolio. About 49.8% of the portfolio is in top 10 stocks. TXN proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for UNITED BANK last quarter.
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.91 | 128,867 | 32,813,400 | reduced | -6.14 | ||
| AAXJ | ishares broad usd investment | 0.75 | 57,071 | 6,305,770 | added | 8.62 | ||
| AAXJ | ishares broad usd investment | 0.54 | 86,023 | 4,561,800 | added | 6.81 | ||
| AAXJ | ishares broad usd investment | 0.20 | 15,932 | 1,696,600 | added | 4.41 | ||
| AAXJ | ishares broad usd investment | 0.05 | 12,313 | 389,337 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.20 | 7,436 | 1,721,730 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 1.74 | 108,682 | 14,556,900 | reduced | -5.58 | ||
| ADP | automatic data processing inc | 0.03 | 903 | 265,032 | unchanged | 0.00 | ||
| AEP | american electric pwr inc | 0.17 | 12,432 | 1,398,600 | unchanged | 0.00 | ||
| AFL | aflac inc | 1.10 | 82,978 | 9,268,650 | reduced | -7.28 | ||
| ALL | allstate corp | 0.08 | 3,000 | 643,950 | unchanged | 0.00 | ||
| AMGN | amgen inc | 1.44 | 42,883 | 12,101,600 | reduced | -7.04 | ||
| AMPS | ishares | 0.07 | 6,000 | 570,840 | unchanged | 0.00 | ||
| AMZN | amazon.com inc | 0.26 | 10,121 | 2,222,270 | reduced | -22.98 | ||
| APD | air prods & chems inc | 1.31 | 40,374 | 11,010,800 | reduced | -7.94 | ||
| APP | applovin corp-class a | 0.22 | 2,570 | 1,846,650 | unchanged | 0.00 | ||
| AWK | american water works inc | 1.02 | 61,749 | 8,594,850 | reduced | -5.64 | ||
| BAC | bank of america corp | 0.05 | 8,210 | 423,554 | added | 2.29 | ||
| BATRA | liberty media corp | 0.03 | 2,100 | 219,346 | unchanged | 0.00 | ||
| BIL | spdr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||